ADVANCED PRACTICE webinar series: CIT and more

PLANADVISER 2022 Practice Progress Webinar Series

TITLE: UCI and other investment vehicles

DATE: Tuesday, August 16 – 2:00 p.m. ET

Research from companies such as BrightScope and Cerulli Associates shows that key DC plan decision makers, including advisors and consultants, continue to favor mutual funds, largely because of their cost structure. relatively low and their price flexibility. Today, 401(k) plan assets in CITs have surpassed the $2 trillion mark, and growth is expected to accelerate as more investors jump in and the whole products from DC diets is growing.

CITs already dominate the market for large plans, especially in target date funds, according to the data, but many CIT providers have recently lowered their investment minimums and, in some cases, abandoned them altogether. Cerulli’s reports reveal that those with low or no investment minimums are more viable investment options for smaller plans – and that advisors can help promote stronger market adoption, where higher fees are charged. investment remains a pressing issue.

Investment vehicles such as exchange-traded funds and separately managed accounts are also in focus, as advisors and their clients seek new ways to grow their hard-earned assets. This edition of the PLANADVISER Practice Progress 2022 webinar series will take the pulse of the rapidly changing DC plan investment market, with timely analysis from leading experts who have long known and embraced these investment options.” emerging”. If you’re a DC plan advisor looking to learn more about how to invest effectively through CITs, ETFs, and other types of investing, you can’t afford to miss the discussion!

Sign up for the August edition of PRACTICE PROGRESS here.

Comments are closed.