Collective Investment Trusts (CITs)
Achieve cost-effective diversification and investment flexibility. These pooled assets for qualified retirement plans feature strict regulatory oversight.
Discover CIT offerings and services advantages
Lower operating costs
-
Leverage economies of scale
-
Remove expensive registration fees and disclosure processes
-
Eliminate redemption fees
Select from expansive portfolio options
-
Equities
-
Fixed income securities
-
Mutual funds
-
Exchange traded funds (ETFs)
-
Other CITs
Support flexible investment strategies
-
Actively managed portfolios
-
Target date funds (TDFs)
-
Target risk funds
Choose the attractive alternative to mutual funds
CITs are pooled assets created specifically for qualified retirement plans, including defined contribution plans. They are maintained by a bank or trust company and subject to state banking and DOL regulations and reporting requirements.
Stand out from the competition
Investment managers and registered investment advisors: Increase your presence in the qualified retirement plan ecosystem with services to amplify your CIT presence.
Bring more diversity to your retirement plans
Retirement plan sponsors, advisors, and consultants to qualified plans: Take advantage of a of a comprehensive selection of CIT options.
One-stop shop for custody, transfer agent, and fund accounting services
What's next for your business?
We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?