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Learn more about how Collective Investment Trusts can offer your plan sponsor clients an attractive alternative to mutual funds.

Trust Offerings

  • U.S. Equity
  • International Equity 
  • Fixed Income
  • Target Date

Benefits

  • Lower expenses
  • Reduced cash flow volatility
  • Greater fee flexibility
  • Substantial investment latitude

Adding CIT investments may present certain transparency, portability, and regulatory challenges. In addition, the plan participants should carefully read materials supplied to them before investing. Differences between compared investment vehicles may include investment minimums, objectives, holdings, sales and management fees, liquidity, volatility, tax features, and other features, which may result in differences in performance.

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