Collective Investment Trusts – the Fastest Growing Investment Vehicle Within 401(k) Plans
Weighing the Odds: Self-Directed Brokerage Accounts in Retirement 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?
Is it prudent for fiduciaries to offer self-directed brokerage accounts or windows (collectively “SDBAs”) in retirement plans now? The answer to this question is a very strong….maybe. It is difficult to take opposition to the argument that a plan desires to provide greater flexibility to participants who may be well-equipped to make their own investment Read More →
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 →