Tag: collective investment trusts (CITs)

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

Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public...

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

Investment fees paid by retirement plan participants continued to trend down, in 2022. 

Target-date funds invested passively extended an asset winning streak over their active-suite counterparts, new research found.

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

Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.

CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...

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

The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts. 

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.

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...