401(k) Specialist Issue 1 - 2016 - 33

of Collective
Investments Trusts
Once largely ignored, or rendered completely
unaware, by 401(k) advisors, CITs are now getting
noticed. What's it mean, and why did it take so long?
By Editorial Staff
C
ollective investment trusts might be he scrawny younger sibling to brawny older
mutual funds, but they're coming on strong. So-called CITs are on a roll, driven by
greater plan sponsor and record-keeper acceptance, as well as a greater awareness of
low-fee alternatives by the general public.
Indeed, Reuters reports fund companies have shifted billions of dollars from their popular
active products into collective trusts in order to compete with lower-cost passive competitors.
Boston-based research firm Cerulli Associates notes that they account for $2.4 trillion, or 16
percent, of the $15 trillion in 401(k) and pension marketplace, up from $1.3 trillion in 2009.
So, as with the previous explained products, who's doing it right? Little surprise with who
starts us off.
ISSUE 1 2016 | 401kSpecialistmag.com 33

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401(k) Specialist Issue 1 - 2016

Table of Contents for the Digital Edition of 401(k) Specialist Issue 1 - 2016

Table of Contents
401(k) Specialist Issue 1 - 2016 - Cover1
401(k) Specialist Issue 1 - 2016 - Table of Contents
401(k) Specialist Issue 1 - 2016 - 1
401(k) Specialist Issue 1 - 2016 - 2
401(k) Specialist Issue 1 - 2016 - 3
401(k) Specialist Issue 1 - 2016 - 4
401(k) Specialist Issue 1 - 2016 - 5
401(k) Specialist Issue 1 - 2016 - 6
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401(k) Specialist Issue 1 - 2016 - 44
401(k) Specialist Issue 1 - 2016 - Cover3
401(k) Specialist Issue 1 - 2016 - Cover4
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