Nonprofit Coalition Lobbies for CITs’ Inclusion in 403(b)s
The group is calling for the SEC to restore ‘fairness and dignity in retirement savings.’
Tag: collective investment trusts (CITs)
CIT Surge Strains Aging Systems, per ICI
The industry group warned that modernization is urgent, as demand from retirement plans accelerates.
Benefits |
DC Asset Growth Conceals Mounting Structural Challenges, per Morningstar
Plan closures, persistent asset leakage and growing disparities in costs and coverage underly an industry that exceeded $10 trillion in...
Target-Date CITs Continue to Surpass Mutual Funds
According to Morningstar, collective investment trusts grew 20% from 2024 to 2025, while remaining concentrated among a few major providers.
Target-Date Assets Broke $5T in 2025
Assets in U.S. mutual fund and CIT target-date series grew 21% last year, Sway Research revealed.
Alta Trust and Morningstar Launch Foundation Series CITs
The six multi-manager collective investment trust portfolios are designed for use inside managed accounts.
Are There Legislative Efforts Pending That Could Permit CITs in 457(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
Roth Catch-Ups, Alternative Investments Are Top of Mind for 2026
Other SECURE 2.0 provisions and pending legislation on 403(b) investments are also expected to shape sponsors’ compliance priorities.
House Passes Legislative Package Allowing CITs in 403(b) Retirement Plans
The bill, which includes more than 20 measures that had progressed out of committee, would ‘level the playing field’ for investments in plans serving educators and nonprofit employees.
Vanguard, TIAA Introduce Target-Date Retirement Lifetime Income Trusts
The series marks the industry’s latest push to offer participants a steady paycheck for life.
Large Bill Includes Bringing CITs to 403(b) Plans
The bill features more than 20 measures that have successfully progressed out of committee.
Cerulli Makes the Case for Leveraging CITs to Access Private Markets
The investment vehicles accounted for approximately 38% of total 401(k) channel assets at year-end 2023, up from 30% at the...
Great Gray Purchases flexPATH CIT Fund Sub-Advisory Assets
The transaction brings in-house some investment management services that previously had been outsourced to flexPATH.
TDFs That Include Retirement Income Features Surpass $100B
Sway Research found assets in income-embedded TDFs were up 25% from the end of 2024.
Benefits |
CITs Expand, Go Smaller
Increasingly, smaller retirement plans are adding collective investment trusts to their investment menus.
Opinions |
To Level the Retirement Playing Field, Expand CIT Access to 403(b) Plans
Bringing collective investment trusts to 403(b) participants could generate another $500 million annually in retirement wealth, a Vanguard research executive...
Pending Bill Brings CITs Closer to Reality for 403(b) Plans
Industry proponents expect the legislation would lower costs and broaden investment menus for sponsors and participants.
Should 403(b) Sponsors Expect to Add New Asset Classes Soon?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
MissionSquare’s Andre Robinson Talks Challenges, Opportunities for 403(b) Plans
The CEO and president of MissionSquare discussed plans to expand emergency savings for public sector workers, as well as the...
House Financial Services Committee Advances Bill on CITs in 403(b) Plans
Whether non-ERISA 403(b) plans should have access to invest in collective investment trusts was a point of contention during the...