Browsing Tag
Great Gray Trust Company
8 posts
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
Always-on intelligent support resource helps RPAG members access critical info instantly, fast-tracking advisor operations and client service
Great Gray Secures flexPATH CIT Fund Sub-Advisory Assets
The move signals the end of flexPATH’s CIT fund sub-advisory business
Human Interest Introduces Enhanced 3(38) Investment Lineup to Lower Small-Biz Fees
New lineup with Great Gray CITs invested in BlackRock index strategies lowers average expense ratio by up to nearly 33%
Goldman Sachs Launching Private Credit CIT for 401(k) Market
New collective investment trust product to debut in Q4 as part of Great Gray’s Panorix target date series
Private Equity’s Fast Lane to 401(k)s
Drive to add alternative investments in workplace retirement plans has quickly accelerated in 2025 as regulatory roadblocks fade, but fiduciary concerns persist
Great Gray’s New TDF Solution with Private Markets Access to be Powered by BlackRock’s Proprietary Glidepath
BlackRock research shows how purpose-built private markets exposures can deliver 50 bps of additional performance for target date funds, translating into 15% more for retirees
RPAG Jubilee Lives On in Wake of Great Gray Acquisition
RPAG's national conference is still slated for 2025, a spokesperson confirmed to 401(k) Specialist
‘Co-Manufacturing’ Trend Having Major Impact on New Target Date Series Launches
Report from Sway Research explores trend, shows TDF assets top $4 trillion as CITs overtake mutual funds