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. A 2016 study showed that they are the fastest growing investment vehicle within 401(k) plans, with 62 percent of asset managers believing their clients will shift from mutual funds to CITs.¹ For the  Read More →
Do Specialty Funds Belong in a Retirement Plan?
Recent trends in the retirement plan industry reveal an increased expansion of offerings from plan providers. Not only are plan providers offering more investments, but also a broader range of investments. Many plan providers offer over 100 different options across a wide spectrum of asset class categories, of which approximately 15 percent are considered specialty  Read More →

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