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 webinar.
Sponsors Seek Low-Cost TDFs
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.
The Need to Investigate Alternatives
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.
The Next Level
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) plan assets.
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.