Tag: CITs

The bill is part of a push by retirement industry leaders to allow 403(b) plans to invest using the cheaper...

June 2024 data from Morningstar show collective investment trust target-dates account for 50.5% of assets, surpassing mutual fund target-dates.

The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8. 

Fees for mutual funds in defined contribution plans have declined about 60% this century, according to a new ICI report,...

Collective investment trusts are overtaking mutual funds in 401(k) plans, according to new research from Cerulli; however, barriers to adoption...

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

Nationwide, Morningstar team up on adviser-managed accounts; OneAmerica launches active TDF series of CITs; Cullen brings first income-generating ETF to...

The Senate now needs to consider the bill that would also expand access to capital for certain businesses.

The legislation is a first step to allowing the lower-cost investments' use in nonprofits and school retirement plans.

The plan sponsor and its advisers proved they had conducted the appropriate due diligence in selecting funds and managing the...

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

Spouting Rock Financial Partners debuted a new retirement-focused division.

An insurance advocacy group follows up 2023 legislative plans with a push for policies that increase the use of retirement...

A Morningstar report reveals the pandemic caused defined contribution plan closings to spike and new plan creation to slow down.  

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.

The differences between CITs and mutual funds create different fiduciary implications for plans using them, speakers at a recent webinar...

A significant regulatory concern is that banks should not simply “rent their charters” to third-party registered investment advisers seeking to...

Asset managers polled by Cerulli Associates reported trends they see for DC plan investments.