Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Collective investment trusts, or CITs, are becoming more prevalent in retirement plans, such as 401(k)s. Joining me today to talk about ...

CITs can cut costs in retirement plans—but only if the “same strategy” promise is proven and participant communication is ...

CITS 2026 result: The results of the Craft Instructor Training Scheme (CITS) 2026 entrance examination were released on Wednesday, providing candidates with access to their ranks and scorecards for ...

Like many Americans, I have a percentage of my salary put into my 401(k) every paycheck. When I set it up, I chose a target date fund that invests in a mix of mutual funds, ETFs, and bonds for me.

Collective investment trusts (CITs) can help clients address fee pressures, support an increased focus on fiduciary obligations, provide a means to build white-labeled investments and more. The ...

Collective Investment Trust funds have been offered as an investment vehicle for decades, but are recently gaining traction among retirement plan advisers. This new interest is occurring in 401(k) ...

Recent legislation has been introduced that would allow 403(b) plans to invest in collective investment trusts (CITs). This would provide low-cost options to plans that have been riddled with ...

In a new whitepaper, law firm Eversheds Sutherland explores the marketing restrictions for Collective Investment Trusts (CITs)and whether the registration and dissemination of trust data on NFN and ...

Collective investment trusts have taken the defined contribution investment world by storm in the past decade. The pooled investment vehicles, which are held by a bank or trust, have overtaken mutual ...

As a leading innovator in the wealth management industry, SEI Trust Company (STC) partners with Nasdaq to provide the retirement community—including registered investment advisors (RIAs), consulting ...