Tag: collective investment trusts

Retirement services head Rob Barnett say advisers, plan sponsors and Congress all need a better understanding of the DC investment...

Most target-date providers saw losses in 2022, with gains coming mostly from CIT-based funds. 

The language required to allow CITs in 403(b) plans was dropped in the final bill after inter-committee negotiations.

Plan adviser users of the tool can automatically pull key data for the plan they are advising into the system...

Experts discussed their views on exchange-traded funds and collective investment trusts as emerging investment options during PLANADVISER’s latest Practice Progress...

Speakers at a recent webinar discussed considerations for using collective investment trusts in defined contribution plans.

They foresee growth in the use of CITs, retirement income products and ESG investments.

A court refused to dismiss most claims against Aon Hewitt Investment Consultants and Centerra Group 401(k) plan fiduciaries.

Collective investment trusts dominate the large plan market, particularly within target-date funds, data shows.

The lawsuit against Principal Global Investors and related entities was abandoned.

A similar lawsuit was filed in May against an investment manager and a different plan sponsor.

The lawsuit argues that while the TDFs in the plan are CITs, they are private label CITs with much higher expense ratios than the typical CITs offered by...

Northern Trust and BlackRock partner on investor services and Allianz Investment Management launches new ETFs.

Among the attractive but less-often-discussed features of collective investment trusts is the fact that the sponsoring trustee—a bank or trust company—must commit to acting in the best interest...

The bill introduced to Congress is designed to ensure public sector and nonprofit retirement plans have the same access to low-cost investments as for-profit retirement plans do.

The investment firm will be shifting all of its focus to its CIT target-date series.

Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.

“We’ve heard the need for these investment options in 403(b) plans from advisers, consultants and plan sponsors for decades,” says Bruce Corcoran, managing vice president/head of 403(b) Business...

The two entities look to encourage CIT adoption among investors, a move that they say has stalled due to low awareness of the funds.