Investment Products and Services Launches
MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.
Tag: CITs
Opportunities Exist, But Future of CITs in 403(b) Plans Remains Murky
Higher education clients with very large 403(b) plans could theoretically benefit from new laws or regulations allowing them to invest participant assets through collective trust vehicles, but for most other non-profit clients, CITs might not make that much sense.
401(k) Plan Participants Challenge Principal’s Management of TDFs
The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income for itself and its subsidiaries.
Advisers Say Active and Passive Investing Go Hand in Hand
Within U.S. equities, the asset classes they see the most promise in are technology and small cap.
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.