Can 403(b)s and CITs Some Day Be Friends?
Legislation to permit the pooled investment into 403(b) plans continues to inchworm its way through Congress.
Tag: collective investment trust
CITs: Coming Soon to 403(b) Plans?
A bill approved by the House Committee on Financial Services would permit CITs in all 403(b) plans to bring parity...
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.
After Committee Change, SECURE 2.0 Does Not Allow CITs in 403(b)s
The language required to allow CITs in 403(b) plans was dropped in the final bill after inter-committee negotiations.
Evolution in Investment Vehicles Presents Opportunity
Experts discussed their views on exchange-traded funds and collective investment trusts as emerging investment options during PLANADVISER’s latest Practice Progress...
Retirement Plan Sponsors Increasingly Look for Low-Cost TDFs
This is driving providers to offer inexpensive options, such as series that rely on CITs and passive funds, Morningstar says.
Millennials the Most Likely to Own Mutual Funds in Their Retirement Plan
Nearly half owned their funds only through their employer-sponsored retirement plans, according to the ICI.
More Than One-Quarter of 401(k) Assets Are in CITs
Cerulli says retirement specialist advisers are becoming more knowledgeable about and comfortable with CITs, and the research firm expects CITs will continue to expand their share of 401(k)...
Embrace of Passive Funds Is Not What It Appears To Be
In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.