Collective Investment Trust capabilities

Solutions to advance participant outcomes.


What is a CIT?

Collective Investments Trusts (CITs) are tax-exempt, pooled investment vehicles maintained by a bank or trust company for eligible retirement plans.

Why choose a CIT?

CITs have the potential to be cost effective versus traditional mutual funds with similar strategies, and can lead to lower costs for eligible retirement plans.

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Contact your Retirement Director

Learn more about our available strategies,
onboarding process, and timelines.

For general inquiries, call 800.668.0434
or email


Five questions plan sponsors should address in 2023

Key issues plan advisors and plan sponsors should be prepared to address in 2023.

Plan Talk: Best of 2022

A discussion of the noteworthy stories and trends that impacted the retirement plan industry last year.

Plan advisors: 5 topics to discuss at your year-end investment committee meeting

Five topics advisors can discuss at upcoming year-end investment committee meetings.

A drought that could affect plan menus and parch participants

Adapting plan menu due diligence based on the end of 2% inflation, 2% interest rates, and 2% growth.