Interest in collective investment trusts (CITs) as plan investment options is steadily accelerating. As part of this growing attention, CIT governance practices, and the policies and procedures banks and trust companies use to govern their CIT offerings, are emerging as factors that may warrant consideration by plan fiduciaries when making plan investment option decisions.

Connect with the authors of our white paper, Collective Investment Trusts and Good Governance Considerations, and learn more about the importance and process of CIT governance.

Our speakers include:

  • Rob Barnett, Head of Intermediary Sales
  • Jeb Bowlus, Associate General Counsel
  • Tom Roberts, Principal, Groom Law Group, Chartered

Gain an understanding of the triad of banking, securities, and ERISA rules and regulations applicable to the CIT provider community.

Listen to the replay.

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We also received some great questions from the audience! Check out this list of questions from the webinar answered by authors. Check out this checklist to help you navigate the right conversations.

Please see important disclosures at the end of the webinar.