Tag: collective investment trusts

The amended complaint against the Hess Corp. alleges Hess plan fiduciaries provided target-date mutual funds instead of collective investment trusts...

Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.

The Senate now needs to consider the bill that would also expand access to capital for certain businesses.

The legislation is a first step to allowing the lower-cost investments' use in nonprofits and school retirement plans.

A lawsuit against the Hess Corp. alleges Hess plan fiduciaries included target-date mutual funds instead of collective investment trusts in...

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee...

Speakers review what the wide-ranging retirement law means for higher education, nonprofit, health care and government employers.

Demand for collective investment trusts is growing across retirement plan market segments, according to a survey of defined contribution investment-only...

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.