CITs Demystified: Unlocking the Power of Collective Investment Trusts in Retirement Plans

Broadridge

Join us for the illuminating presentation designed to demystify CITs and their growing importance in retirement plans. During this panel you will discover the key differences between CITs and mutual funds, understand the reasons behind the rapid adoption and growth of CITs, and explore crucial considerations when incorporating CITs into your investment strategy.

Learning Objectives:

By the end of the session, attendees will be able to…

1. Know when to consider CITs.
2. Address historical drawbacks.
3. Be aware of policy and regulation.
4. Evaluate CITs with an eye toward avoiding the pitfalls of any fiduciary lawsuits.
5. Understand tax advantages and benefits to plan participants.
6. Use emerging CIT strategies within the evolving landscape of retirement savings.

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