Plan Investments

Collective Investment Trusts: The Fastest Growing Investment Vehicle Within 401(k) Plans
For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. According to a 2020 study, they are now used in more than 70 percent of plans.¹ For the vast majority of their existence, CITs were available only in defined benefit (DB) plans. In  Read More →
Target Date Funds and Fiduciary Obligations
Target date funds (TDFs) — which rebalance investments to become more conservative as a fixed date approaches — are a convenient way for plan participants to diversify their portfolios and reduce volatility and risk as they approach retirement, making them an increasingly popular choice. However not all TDFs are created equal, and selecting and monitoring  Read More →
Choice Overload: Determining How Many Investment Options To Offer
Many plan sponsors struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when making other decisions, having too many plan options can potentially lead to poor investment decisions by plan participants. In addition, increasing plan options can also increase plan costs, as  Read More →

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