Tag: collective investment funds

Compliance

April 24th, 2023

Proposed Bill Would Allow CITs in 403(b) Plans

403(b) plan advisers may have their patience rewarded with a potential bill to allow CITs is on the table.

Products

March 14th, 2019

Investment Products and Service Launches

ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files...

Products

November 29th, 2018

Investment Product and Service Launches

Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.

Products

November 15th, 2018

Investment Product and Service Launches

Archer and Wilshire Analytics Partner to Add Analysis; E*Trade Platform Expands Available ETFs; Vanguard Increases Active Fixed Income Offerings; and more.

Events Spotlight

PLANADVISER 360

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.

Industry Intelligence

THOUGHT LEADERSHIP

How Advisers Can Help Plan Sponsors Navigate Demographic Shifts

Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

Sponsored by MassMutual