Latest Content

Russia, Cyber Attacks & the U.S.:
How Afraid Should We Be?

Tony Roth |
Capital Considerations with Tony Roth

March 30—Without a battlefield in the traditional sense on which to retaliate against Ukraine supporters like the U.S. and Europe, Russia may be taking to cyberspace. Cyber attacks can be a tremendously powerful tool in Putin’s arsenal. Chief Investment Officer Tony Roth and Mazars Principal and Cybersecurity Practice Leader Paul Truitt, look at the potential risks to our infrastructure and overall digital security.


Webinar: Collective Investment Trusts and Good Governance Considerations

Collective Investment Trusts

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.


Top Questions and Answers Around CIT Governance

Corporate & Institutional

Interest in Collective Investment Trusts (CITs) continues to accelerate in the retirement plan market.  When plan fiduciaries are constructing a plan investment menu there are several factors that should be considered.  Examining things such as investment eligibility, availability of information, fiduciary considerations and ongoing monitoring and oversight are just a few of these factors.