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Tag "Collective Investment Trust"
“Industry participants also argue that the rule transforms one-off transactions into fiduciary relationships in violation of the common law, but the common law of the states is divided on this, and there is a need for a federal standard regulating investment advice fiduciaries.”
CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.
Today, in reading some of the headlines, you’d think they’re greater than sliced bread. They may be. They may not be. Still, there are differences, and 401k plans sponsors would benefit from practicing the utmost in due diligence when determining if CITs are the right fit for their plan.
If you’re a fiduciary and you haven’t ask this question, you might want to read this before you make your next decision.
Gov FUBAR, a new Fiduciary battlefield, and imagine a world without 12b-1 or revenue sharing fees…
Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.
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State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.
5 Underreported 401k Stories From The Summer Of 2025
Not all impactful changes come from courtrooms or market forecasts. Sometimes the quietest adjustments happen in the administrative framework of retirement plans. This summer, two such moves stood out as underreported 401k stories that carry both promise and peril for fiduciaries.