Tag: collective investment trusts (CITs)

Sway Research found assets in income-embedded TDFs were up 25% from the end of 2024.

Increasingly, smaller retirement plans are adding collective investment trusts to their investment menus.

Bringing collective investment trusts to 403(b) participants could generate another $500 million annually in retirement wealth, a Vanguard research executive...

Industry proponents expect the legislation would lower costs and broaden investment menus for sponsors and participants.

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

The CEO and president of MissionSquare discussed plans to expand emergency savings for public sector workers, as well as the...

Whether non-ERISA 403(b) plans should have access to invest in collective investment trusts was a point of contention during the...

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

403(b) plan sponsors face unique challenges when complying with certain SECURE 2.0 provisions, such as long-term, part-time rules and joining...

Options such as collective investment trusts and institutional separate accounts have gained traction in recent years.

After a hearing on Wednesday, the committee seeks feedback on several legislative proposals, including one that would allow 403(b) plans...

The Retirement Fairness for Charities and Education Institutions Act of 2025 was reintroduced by a bipartisan group of senators and...

Great Gray trust and two law firms have sent letters to U.S. Senators pressing for them to pass a bill...

Six investor advocacy groups wrote that allowing 403(b) plans to invest in collective investment trusts would put the ‘most vulnerable’...

The bill is part of a push by retirement industry leaders to allow 403(b) plans to invest using the cheaper...

June 2024 data from Morningstar show collective investment trust target-dates account for 50.5% of assets, surpassing mutual fund target-dates.

The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8. 

Fees for mutual funds in defined contribution plans have declined about 60% this century, according to a new ICI report,...

Collective investment trusts are overtaking mutual funds in 401(k) plans, according to new research from Cerulli; however, barriers to adoption...

A lawsuit against the Pennsylvania-based company has alleged the plan’s recordkeeper fees were higher –than average and that the plan...