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2022 PA Practice Progress Webinar Series: CITs and Other Investment Vehicles
Research from firms like BrightScope and Cerulli Associates shows key defined contribution plan decisionmakers, including advisers and consultants, continue to favor collective investment trusts, largely due to their relatively low-cost structure and pricing flexibility. Today, 401(k) plan assets in CITs have eclipsed the $2 trillion mark, and the growth is expected to accelerate as more investors catch on and the DC plan product set develops.
CITs already dominate the large plan market, particularly within target-date funds, data show, but many CIT providers have recently lowered their investment minimums and, in certain cases, waived them altogether. Cerulli’s reporting finds that those with low or no investment minimums are more tenable investment options for smaller plans—and that advisers can help promote stronger adoption down market, where higher investment fees remain a pressing issue.
Investment vehicles such as exchange-traded funds and separately managed accounts are also a point of focus, with advisers and their clients seeking new ways to put their hard-earned assets to work. This edition of the 2022 PLANADVISER Practice Progress webinar series will take the pulse of the rapidly evolving marketplace of DC plan investments, featuring timely analysis from leading experts who have long known and embraced these “emerging” investment options. If you are a DC plan adviser who wants to know more about how to invest efficiently via CITs, ETFs and other investment types, you can’t afford to miss the discussion!

Aug 16, 2022 02:00 PM in Eastern Time (US and Canada)

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Speakers

Faron Daugs
Founder and CEO @Harrison Wallace Financial Group
Faron Daugs is a Certified Financial Planner and Wealth Advisor with more than 30 years of industry experience. As the Founder and CEO at Harrison Wallace Financial Group, he serves as a go-to source and trusted advisor for his clients. To learn more visit https://www.harrisonwallace.com/ or follow Faron on LinkedIn.
Brent Sheppard
Partner and Financial Adviser @Cadence Financial Management
Brent Sheppard is a partner and financial advisor with Cadence Financial Management, an investment advisory team with offices in Philadelphia and Orlando. Brent helps companies design and manage innovative retirement benefit plans, financial wellness programs, and customized executive services. Brent has been recognized by numerous industry organizations such as the Financial Times, 401(k) Specialist Magazine, and National Association of Plan Advisors.
John Manganaro
Managing Editor @PLANADVISER.com