investment-oriented May-June 2010

Branching Out

Collective trusts gaining sponsor acceptance, but ETFs have limited appeal

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The Markets

December 11th, 2017

Boosted by Retirement Contributions, CIT Assets Approach $3 Trillion

U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds.

Products

November 9th, 2017

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 Announces ETF Launches; and more.

The Markets

October 17th, 2017

Advisers More Apt to Use CITs in Client Portfolios

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.

beyond (k) Jan-Feb 2009

Reform School

The K-12 market segment responds to Internal Revenue Service regulations

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Compliance

May 14th, 2025

2026 HSA Limits Released

For 2026, the IRS defines an HDHP as a health plan with an annual deductible that is not less than...

Compliance

April 23rd, 2025

Concern About More Litigation Follows Supreme Court’s Cornell Decision

Industry experts responded to the recent Supreme Court ruling, which lowered the bar for plaintiffs alleging prohibited transactions, with concern...

Compliance

January 13th, 2025

IRS, Treasury Release Proposed Regulations on SECURE 2.0 Provisions

The agencies issued guidance on how plan administrators can comply with the Roth catch-up rule that begins in 2026 and,...