Bill Introduced to Allow CITs in 403(b)s
Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250...
Tag: collective investment trusts
AB Closing Mutual Fund TDF Series
"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...
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Investment Product and Service Launches
Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...
ICMA-RC Fighting for CIT Availability for 403(b)s
Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k)...
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Wilmington Trust and Nasdaq Partner on CIT Awareness
Investors, plan sponsors and advisers will be able to search for collective investment trust (CIT) data on the Nasdaq Fund...
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Investment Product and Service Launches
Wilmington Trust and Federated offer CITs to DC clients, and Cohen & Steers closes real estate fund share classes.
Education and Transparency Two Issues for CIT Use in DC Plans
Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby...
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Investment Product and Service Launches
Man Group releases ESG analysis tool; Prudential Capital Group renames global investment business; Schwab expands ETF OneSource Program; and more.
Use of Index Funds in 401(k)s Increasing
The use of index funds by plans in the BrightScope Defined Contribution Plan Database increased from 79% of plans and...
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Investment Product and Service Launches
Capital Group adopts PFaroe; Reliance Trust chooses Northern Trust to support CITs; Vanguard introduces low-cost ESG ETFs; and more.
Is the Risk-Matching Precision of SMAs Worth the Cost and Complexity?
Vanguard research explains how CITs and mutual funds are just as beneficial.
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Investment Products and Services Launches
MassMutual introduces new TDFs, and Krane Funds Advisors creates CIT for retirement plans.
Is There Any Hope for 403(b)s to Be Able to Use CITs?
These lower-cost funds are growing more popular in the 401(k) market, but are not available to most 403(b) plans.
Principal Faces Lawsuit Over Management of TDFs
The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary...
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Investment Products and Services Launches
Wilmington Trust to support Franklin Templeton CITs; Ryan Labs releases strategy for corporate and public pensions; and TriLine issues energy-related...
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Providers Seek an Edge through Fee Reductions, Share Class Simplifications
Interviews with product development leaders at Charles Schwab Investment Management and Putnam underscore the fierce competition that drives providers’ evolving...
CIT’s Costs Attract Institutional Investors
A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that...
Nordstrom Faces 401(k) Plan Excessive Fee Suit
The lawsuit suggests Nordstrom should have offered managed accounts or collective investment trusts to participants in its 401(k) plan.
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Investment Products and Services Launches
Vanguard increases fixed income fund roster of ETFs; BNP expands partnership with Janus Henderson to include U.S. services; First Trust...
CITs Experience Growth
“The primary source of growth can be explained by the fact that CITs often are priced lower as compared to...