Viewpoints about
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What is a CIT?
Collective investment trusts (CITs) are tax-exempt, pooled investment vehicles maintained by a bank or trust company, and they’re available only to ERISA-qualified retirement accounts. They're exempt from many of the regulatory requirements that drive mutual fund expenses, generally giving them a fee advantage over mutual funds. Because costs are an important consideration for you as an ERISA fiduciary, you may want to think about offering CITs in your 401(k) plans.
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2020’s lessons for 401(k) participants and financial professionals
Now that 2020 is hindsight, it’s important to look back and see what lessons it has for us. We’ve taken a look at the actions our retirement plan participants took in 2020 to gauge what kind of help they may need as they look forward in 2021.
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The impact of COVID-19 on the markets and 401(k) balances as of September
Learn how markets and participants are responding to continued uncertainty.
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How COVID-19 has affected retirement plan sponsors and participants—our July update
The dichotomy of the stock market performance and unemployment in July set the stage for the uneven impact of the pandemic on both businesses and people, as we see in a July survey of our retirement plan sponsors and in our participant data.
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