Tag: CITs

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.

Duty of prudence and prohibited transaction claims will move forward against the Centerra Group plan fiduciaries and Aon Hewitt, which...

Collective investment trusts are the most used investment vehicle in the largest plans and are a close second among large...

MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.

The activity of TDFs contrasted with that of other mutual funds, while CITs increased market share of target-date strategies.

A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing...

A judge found that allegations were sufficient to deny most motions to dismiss filed by the plan sponsor and the...

BNY Mellon to launch first active ETF solutions; AFL-CIO collaborates with multiple entities to distribute CIT funds; and Fidelity files...

Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...

Vanguard releases international bond index fund; Putnam Investments will launch active ETF strategies; and Alger expands CIT offerings.

Among the potential retirement policy solutions that could become law in 2021 is a provision to allow 403(b) plans to...

Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger...

The suit had alleged fiduciary breaches regarding the selection and monitoring of underlying investment options for collective investment trust TDFs...

The lawsuit also calls out the use of an investment manager’s proprietary actively managed funds and the plan sponsor’s failure...

Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive...

Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250...

iShares expands ESG initiatives; T. Rowe Price announces enhancements to TDFs; and Swan Global Investments reduces CIT fees.

"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...

Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...