Compliance | January 6th, 2023 CITs a No-Go for 403(b) Accounts One of the original three bills of SECURE 2.0 did contain such a provision, but it was ultimately dropped.
Investing | September 25th, 2020 PSNC 2020: Moving the Investment Menu Beyond Mutual Funds Retirement industry experts take a look at collective investment trusts, exchange-traded funds and separate accounts.
Investing | May 9th, 2019 Plan Sponsor Attempts to Lower Fees Drive Changes in TDF Offerings Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.
Investing | November 20th, 2018 Retirement Plans a Big Source of Mutual Fund Investing for Millennials By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company...
Investing | September 10th, 2018 TDFs Contribute to CIT Growth in 401(k)s In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.