A resource page on collective investment trusts, their place in the market, and the latest trends in the industry.
Retirement plan sponsors are turning to collective investment trusts (CITs) because of their lower operating costs, the customization flexibility and the simplified structure that allows them to be established more quickly. They're growing in popularity for a variety of reasons, including recordkeeper acceptance, consultant familiarity, pricing flexibility, and much more.
We've collected informative materials on CITs to help our clients stay on top of trends in the industry.
Read more about SEI Trust Company services or contact Kevin Rowles at 610-676-4294.
Log in to the SEI Trust Company's CIT Dashboard to access Trust, Fund and Investor documents including: the Declaration of Trust, Fact Sheets, Performance Reports, 408(b)(2) and 404(a)(5) Disclosures, Form 5500 Schedule C Disclosures and other important documents.
Gain access to the SEI Trust Company's CIT Dashboard
* Logging in to the CIT Dashboard? Read the CIT Dashboard New User Guide
