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.

Read More...


What Plan Sponsors Can Do to Plan for the Year Ahead: A Timeline of Key Milestones

Corporate & Institutional

Plan sponsors have a plethora of administrative duties and deadlines to juggle each year, 2022 being no exception. To start out the year, you’ll want to ensure your 401(k) plan complies with any new rules and regulations, as well as ensure you are on track to comply with any upcoming deadlines on  the ERISA and IRS calendars.

Read More...