Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Collective Investment Trusts Rise in Popularity as Alternative to Mutual Funds
fi360 July 7, 2016
"Assets invested in these vehicles have grown from about $900 billion in 2008 to over $1.5 trillion at the end of 2014 ... The low-cost dimension of CITs has also caught the attention of famed litigator Jerry Schlichter, of Schlichter Bogard & Denton.... Plan fiduciaries and investment fiduciary advisers need to be well versed in CITs and how to evaluate them."
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