Tag: collective investment trust

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 Institute data shows.

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.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Financial ownership: Helping participants move from engagement to actions

Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference

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Checklist for Financial Wellness

An excerpt from Una Morabito's Keynote lecture at the PLANSPONSOR National Conference 2019

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Keys to our target date success - Capital Group & American Funds

Apu Sikri & Ralph Haberli

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Income for the Retirement Years

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Bonds are Different – Active versus Passive Management

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Women & Investing

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

MARKET MIRROR

Friday, the Dow was up 37.07 points (0.14%) at 27,219.52, the NASDAQ closed 17.75 points (0.22%) lower at 8,176.71, and the S&P 500 was down 2.18 points (0.07%) at 3,007.39. The Russell 2000 increased 3.07 points (0.20%) to 1,578.14, and the Wilshire 5000 decreased 21.16 points (0.07%) to 30,764.47.

The price of the 10-year Treasury note decreased 1 2/32, bringing its yield up to 1.905%. The price of the 30-year Treasury bond fell 2 6/32, increasing its yield to 2.377%.

WEEK’S WORTH: For the week ending September 13, the Dow gained 1.58%, the NASDAQ was up 0.91%, and the S&P 500 increased 0.96%. The Russell 2000 climbed 4.85%, and the Wilshire 5000 finished 1.20% higher.

Industry White Papers

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
Hooker & Holcombe 2019 Municipal Pension & OPEB Report Puzzled by how your pension & OPEB plans stack up against other municipal plans?
How a Custodian Started Up a Fintech Solution for CIOs Asset allocators struggle to harness portfolio data in a way that efficiently and effectively supports their investment process. Comprehensive, high-quality, nimble and accessible data: that’s the objective. Most asset owners find themselves at an inflection point with their infrastructure, and need to modernize quickly.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.

Tag: collective investment trust

Plan Sponsor Attempts to Lower Fees Drive Changes in TDF Offerings

Retirement Plans a Big Source of Mutual Fund Investing for Millennials

TDFs Contribute to CIT Growth in 401(k)s

Retirement Industry People Moves

Study Suggests Reasons Most Physical Wellness Programs Don’t Work

Broad ERISA Lawsuit Targets Texas Grocery Chain

K-12 403(b) Recordkeeping Requires a Number of Players

2012 PSOY - Penn State Milton S. Hershey Medical Center