Tag: collective investment trust

One of the original three bills of SECURE 2.0 did contain such a provision, but it was ultimately dropped.

Retirement industry experts take a look at collective investment trusts, exchange-traded funds and separate accounts.

Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.

By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company...

In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.