Tag: collective investment trust

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

TIAA Distributes Annuity to Empower DC plans; HSA Bank launches emergency savings accounts; Navia partnership launches custom 401(k) plans; and...

Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into...

It’s still a work in progress, as a legislative proposal makes its way through Congress.

The proposal would provide the needed changes to securities laws that were missing from SECURE 2.0.

After acquiring the Wilmington Trust CIT division from M&T Bank, new owners Madison Dearborn Partners opt for rebrand. 

A bill is planned to amend securities laws, close a SECURE 2.0 loophole and clear the way for CITs in...

One of the original three bills of SECURE 2.0 did contain such a provision, but it was ultimately dropped.

Retirement industry experts take a look at collective investment trusts, exchange-traded funds and separate accounts.

Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.

By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company...

In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.