Tag: collective investment trusts

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.

A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing...

Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...

The suit had alleged fiduciary breaches regarding the selection and monitoring of underlying investment options for collective investment trust TDFs...

The lawsuit also calls out the use of an investment manager’s proprietary actively managed funds and the plan sponsor’s failure...

Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive...

Northern Trust and BlackRock partner on investor services; Allianz Investment Management launches new ETFs; and Hand adds tickers to CITs.

Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250...

"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...

Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...

Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k)...

Investors, plan sponsors and advisers will be able to search for collective investment trust (CIT) data on the Nasdaq Fund...

Wilmington Trust and Federated offer CITs to DC clients, and Cohen & Steers closes real estate fund share classes.

Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby...

Man Group releases ESG analysis tool; Prudential Capital Group renames global investment business; Schwab expands ETF OneSource Program; and more.

The use of index funds by plans in the BrightScope Defined Contribution Plan Database increased from 79% of plans and...