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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What is a CIT?

Collective Investment Trusts
Puzzle Bkgrd 1.jpg

 The collective investment trust (CIT) is no longer the retirement industry’s best-kept secret. CITs are pooled, tax-exempt investment vehicles sponsored and administered by a bank or trust company that also acts as the trustee. CITs comingle assets from eligible investors into one private investment portfolio with a specific strategy. Currently, CITs are available for defined contribution (DC) and defined benefit (DB) plans, excluding most 403(b), 457(b) and 457(f) plans.

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