Tag: collective investment trusts (CITs)

Experts say plan sponsors should do their due diligence to understand and compare key aspects of each investment vehicle and...

According to the firms, the vehicles will support liquidity management, manager selection, portfolio construction and oversight.

Both firms introduced collective investment trusts designed to diversify exposure within professionally managed products and services.

On the 20th anniversary of the Pension Protection Act, a Sway Research report finds target-date funds have entered a new...

Operational bottlenecks are drawing renewed scrutiny as Congress considers opening the $1 trillion 403(b) market to collective investment trusts.

The legislation has stalled in the Senate, as other policy priorities loom before the August recess and midterm elections.

According to the trade groups, the legislation should anchor a Senate package aimed at both strengthening capital formation and protecting...

The collective investment trust is intended for use within professionally managed retirement solutions, according to the announcement.

The group is calling for the SEC to restore ‘fairness and dignity in retirement savings.’

The industry group warned that modernization is urgent, as demand from retirement plans accelerates.

Plan closures, persistent asset leakage and growing disparities in costs and coverage underly an industry that exceeded $10 trillion in...

According to Morningstar, collective investment trusts grew 20% from 2024 to 2025, while remaining concentrated among a few major providers.

Assets in U.S. mutual fund and CIT target-date series grew 21% last year, Sway Research revealed.

The six multi-manager collective investment trust portfolios are designed for use inside managed accounts.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Other SECURE 2.0 provisions and pending legislation on 403(b) investments are also expected to shape sponsors’ compliance priorities.

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. 

The series marks the industry’s latest push to offer participants a steady paycheck for life.

The bill features more than 20 measures that have successfully progressed out of committee. 

The investment vehicles accounted for approximately 38% of total 401(k) channel assets at year-end 2023, up from 30% at the...