Wilmington Trust’s Spun-Off CIT Division Is Now Great Gray Trust
The CIT division purchased by private equity firm Madison Dearborn Partners is now its own entity selling the popular 401(k)...
Tag: CITs
CITs May Be the New Mutual Funds of DC Plans: Have They Earned It?
Low-fee collective investment trusts, already popular among large plan sponsors, may be moving down-market to smaller plans.
Morningstar: Pandemic Caused Plan Closures, Creation Slowdown
Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
Wilmington Trust Focused on CIT Education Push
Retirement services head Rob Barnett say advisers, plan sponsors and Congress all need a better understanding of the DC investment...
Investment Service & Product Launches
American Century launches actively managed ETF; Nomura starts fund with exposure to private credit; Singapore-based Eastspring launches first CIT for...
TDF Assets Fell 14% in ‘22, but Inflows Stayed Strong
While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.
401(k) Plan Fees Continue Decline on CITs, Lower-Cost Funds
Participants enjoyed lower fees within retirement investments in 2022, due largely to shifts by defined contribution vehicles, rather than from...
60/40 Portfolio Can Be Improved With Creative Use of Alternatives, Experts Say
After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
Collective Trusts Expected to Top Mutual Funds as Primary Target-Date Vehicles in 2023
Most target-date providers saw losses in 2022, with gains coming mostly from CIT-based funds.
Expert Consensus: SECURE 2.0 May or May Not Pass
Passage of the final bill depends on whether Congress can pass an annual budget.
Asset Managers Scramble to Offer In-Demand Investment Vehicles
Asset managers are replicating existing mutual fund investment strategies in separately managed accounts and collective investment trusts to meet demand...
PRACTICE PROGRESS Webinar Series: CITs and More
The 2022 PLANADVISER Practice Progress Webinar Series continues August 16 with a timely session on collective investment trusts and other...
CITs Have Different Fiduciary Implications Than Mutual Funds
Speakers at a recent webinar discussed considerations for using collective investment trusts in defined contribution plans.
All CITs Are Not Created Equal From the Fiduciary Perspective
The burgeoning collective investment trust marketplace is creating new opportunities for retirement plan investors and trust companies alike—as well as new due diligence requirements for fiduciaries.
Asset Managers Weigh In on DC Plan Investment Trends
They foresee growth in the use of CITs, retirement income products and ESG investments.
Cover Story
Masterminds of the Plan
How advisers can use RFIs to ensure they match clients with the best providers.
DCIO Service Providers Report Significant Momentum
As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
A court refused to dismiss most claims against Aon Hewitt Investment Consultants and Centerra Group 401(k) plan fiduciaries.
Use of CITs in 401(k)s Continues Growth
Collective investment trusts dominate the large plan market, particularly within target-date funds, data shows.
Investment Product and Service Launches
MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.