Tag: CITs

A judge found that allegations were sufficient to deny most motions to dismiss filed by the plan sponsor and the...

BNY Mellon to launch first active ETF solutions; AFL-CIO collaborates with multiple entities to distribute CIT funds; and Fidelity files...

Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...

Vanguard releases international bond index fund; Putnam Investments will launch active ETF strategies; and Alger expands CIT offerings.

Among the potential retirement policy solutions that could become law in 2021 is a provision to allow 403(b) plans to...

Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger...

The suit had alleged fiduciary breaches regarding the selection and monitoring of underlying investment options for collective investment trust TDFs...

The lawsuit also calls out the use of an investment manager’s proprietary actively managed funds and the plan sponsor’s failure...

Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive...

Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250...

iShares expands ESG initiatives; T. Rowe Price announces enhancements to TDFs; and Swan Global Investments reduces CIT fees.

"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...

Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...

Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k)...

Investors, plan sponsors and advisers will be able to search for collective investment trust (CIT) data on the Nasdaq Fund...

Wilmington Trust and Federated offer CITs to DC clients, and Cohen & Steers closes real estate fund share classes.

Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby...

The use of index funds by plans in the BrightScope Defined Contribution Plan Database increased from 79% of plans and...

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

Capital Group adopts PFaroe; Reliance Trust chooses Northern Trust to support CITs; Vanguard introduces low-cost ESG ETFs; and more.