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.