Tag: collective investment trusts

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime...

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...

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

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

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

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.

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

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.

The differences between CITs and mutual funds create different fiduciary implications for plans using them, speakers at a recent webinar...

Asset managers polled by Cerulli Associates reported trends they see for DC plan investments.

Duty of prudence and prohibited transaction claims will move forward against the Centerra Group plan fiduciaries and Aon Hewitt, which...

Collective investment trusts are the most used investment vehicle in the largest plans and are a close second among large...

The activity of TDFs contrasted with that of other mutual funds, while CITs increased market share of target-date strategies.