U.S. retirement plans abandoning active funds for investment trusts

Since CITs mimic popular mutual funds and produce similar returns, moving can save plans money.

By Marlene Satter | March 23, 2018 at 11:46 AM

Active funds are on the way out for retirement plans, as those plans left costly actively managed funds behind in favor of moving billions into collective investment trusts.

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Marlene Y. Satter has worked in and written about the financial industry for decades.

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U.S. retirement plans abandoning active funds for investment trusts

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1 Here's what self-funded health plans pay indie carriers for administration

2 Pennsylvania governor signs pharmacy benefit manager bill

3 DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

4 House Republican proposes making PBMs fiduciaries

5 Medical stop-loss premiums rise 11.5% for self-funded plans

Financial planning webinars: A new way to highlight a company's full benefits package

DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

IRS: New guidance on required minimum distributions, reflecting SECURE 2.0 changes

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U.S. retirement plans abandoning active funds for investment trusts

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1 Here's what self-funded health plans pay indie carriers for administration

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3 DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

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