CITs: A Welcome Addition to 403(b) Plans

Recent legislation has been introduced that would allow 403(b) plans to invest in collective investment trusts (CITs). This would provide low-cost options to plans that have been riddled with high-cost options. In this paper, we provide evidence of the low cost and attractiveness of CITs for 403(b) plans and provide regulatory context for our recommended change to the proposed legislation.


In this paper, you will learn:
  • How the fees from plans that offer CITs differ from plans that offer other professionally managed solutions
  • An explanation of the proposed bill that would allow 403(b) plans to invest in CITs
  • Our recommended change to the bill that would provide additional protections to 403(b) plan participants
Sign up to receive your copy: