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401(k) Products

Collective Investment Trust

A collective investment trust (CIT) is a pooled financial product similar to a mutual fund that invests in specific sectors...

What is a Mutual Fund and How Does it Work?

A mutual fund is a type of financial product that pools investors’ money together to invest in multiple, often dozens,...

What is a Pooled Employer Plan (PEP)?

A pooled employer plan (PEP) is a type of 401k plan in which a number of smaller companies can participate....

What is a Multiple Employer Plan (MEP)?

A multiple employer plan (MEP) is a 401k retirement plan maintained by two or more small employers who are not...