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401(k)X

Library » The Re-Emergence of Collective Investment Trust Funds

February 15, 2014 | Retirement Plans

Introduction As the retirement plan industry has evolved, so has the structure of investment vehicles used in 401(k) plans. Collective Investment Trust funds (CITs) have been available for decades (first launched in 1927) and were offered in very early 401(k) plans. However, the early versions …

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Plan Sponsors Financial Advisors

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white paper 401(k) defined contribution practice management CITs

Library » Manning & Napier’s Risk-Based Strategies as a QDIA

December 30, 2013 | Retirement Plans

Introduction The provisions of the Pension Protection Act (PPA) of 2006 defined balanced and risk-based funds as one of three types of qualified default investment alternatives (QDIA) for use in qualified retirement plans. While the final regulations require plan fiduciaries to meet several …

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Plan Sponsors Financial Advisors

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white paper risk-based QDIA practice management 401(k)

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