The Collective Investment Trust: An Important Piece in the Retirement-Planning Puzzle

Robert Barnett |
Corporate & Institutional
RICS CIT Puzzle NC.jpg

What are some of the benefits of a collective investment trust (CIT) for advisors, consultants, and plan sponsors?

Download White Paper

Learn more about the many advantages of considering CITs as investment vehicles in defined benefit and defined contribution plans, including myths surrounding CITs and the benefits for advisors, consultants, and plan sponsors.

Read More...


CITs: A Strategic Advantage for Today’s Forward-thinking Retirement Advisors

Corporate & Institutional
CIT Retirement NC.jpg

Collective investment trusts, the investment vehicles commonly known as CITs, are no longer the best kept secret in the multi-trillion-dollar U.S. retirement market. In fact, as of 2017, more than one-quarter of the $5.5-trillion in 401(k) assets in this country was invested in CITs, according to research firm Cerulli Associates[1].What are CITs?CITs are pooled, tax-exempt investment vehicles sponsored and maintained by a bank or trust company that also serves as the trustee.

Read More...