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Don't Know About CITs? You Probably Should

Collective investment trusts are cropping up in more retirement plans. Here’s how they differ from funds.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Collective investment trusts, or CITs, are becoming more prevalent in retirement plans, such as 401(k)s. Joining me today to talk about what CITs are, why we're seeing more of them, and what that means for retirement plan participants is Jason Kephart. Jason is a strategist with Morningstar's Multi-Asset Funds Research team.

Hi, Jason. Thanks for being here today.