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

Robert Barnett |
Collective Investment Trusts
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What are the advantages of CITs for advisors, consultants, and plan sponsors?May lower fees. By ensuring access to CITs, advisors can support plan sponsors and participants by maximizing every dollar the participant puts aside for retirement.A streamlined process.  By employing CITs as part of the solution, advisors can use their buying power to streamline their work with clients and a single manager for a strategy.Addressing potential fiduciary risk.

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

Collective Investment Trusts
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.

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