All Corporate & Institutional Content

Consider How CITs Can Fit into Your Practice

Robert Barnett |
Collective Investment Trusts

Head of Retirement Distribution Rob Barnett explains why Collective Investment Trusts (CITs) are an option deserving of a fresh look from advisers for use in defined contribution (DC) and defined benefit (DB) plans in this article reprint from the June 15, 2020 edition of PLANADVISER.com. The COVID-19 pandemic has taken a tremendous economic toll on businesses and individuals, forcing people to evaluate critical issues, including how well their retirement plan can weather this storm.

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Webinar: Nasdaq Fund Network: Creating Transparency for CITs

Robert Barnett |
Collective Investment Trusts

Collective Investment Trusts (CITs) are gaining traction and eligible investors are combining these assets into a single investment portfolio, or fund. These tax-exempt, pooled investment vehicles are typically sponsored and maintained by a bank or trust company acting as trustee. Often, they are used to pursue a set of stated investment objectives and strategies.In recent years, CITs have seen tremendous growth and are becoming a bigger part of the retirement puzzle.

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Webinar: Fraud & Cyber Threats to Business in a Remote Environment

Corporate & Institutional

COVID-19 has greatly impacted the way we work, with most companies having to quickly switch to employees working remotely. This rapidly changing environment has required businesses to modify day-to-day operations and procedures like making payments.  M&T Bank’s Frank Lago, Leigh Balcom and Kristen Karkau sit down to discuss threats that may impact businesses operating in a remote environment.

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