Tag: collective investment trusts

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

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.

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

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...

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...

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...

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

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...

Northern Trust and BlackRock partner on investor services; Allianz Investment Management launches new ETFs; and Hand adds tickers to CITs.