Tag: collective investment trusts (CITs)

Nelson was appointed to replace Christopher Strickrod, who TIAA promoted earlier this year.

Spouting Rock Financial Partners debuted a new retirement-focused division.

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland...

An insurance advocacy group follows up 2023 legislative plans with a push for policies that increase the use of retirement...

A federal judge in Michigan allowed the lawsuit against Magna International to go forward while denying one of the defendants’...

The proposal would provide the needed changes to securities laws that were missing from SECURE 2.0.

Many claims from 2020 complaint were dismissed, leaving settlement subject to final approval at a September fairness hearing.   

After acquiring the Wilmington Trust CIT division from M&T Bank, new owners Madison Dearborn Partners opt for rebrand. 

A bill is planned to amend securities laws, close a SECURE 2.0 loophole and clear the way for CITs in...

A Morningstar report reveals the pandemic caused defined contribution plan closings to spike and new plan creation to slow down.  

Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public...

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

Investment fees paid by retirement plan participants continued to trend down, in 2022. 

Target-date funds invested passively extended an asset winning streak over their active-suite counterparts, new research found.

One of the original three bills of SECURE 2.0 did contain such a provision, but it was ultimately dropped.

Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.

CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...

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

The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts. 

Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.