The Coalition of Collective Investment Trusts (CCIT) is the leading association for the collective investment trust industry, comprising a diverse group of fund sponsors, money managers and other service providers. The Coalition works to shape regulatory and policy affecting collective investment trusts and to promptly inform members of significant regulatory and other developments. It also serves as a forum for members to discuss relevant business trends impacting the industry and provides numerous opportunities for networking and connecting with other industry professionals throughout the year. Formed in 2012 and today with a membership of more than 40 member firms, the Coalition is the first and only industry group devoted exclusively to issues relating to collective investment trusts.
Committees
Data / Performance Reporting Committee
This Committee focuses on activities related to the performance reporting, data and research initiatives of the Coalition.
Legal and Compliance Committee
This Committee holds monthly calls to discuss current legal and compliance issues related to the collective investment trust industry.
Outreach and Education Committee
This Committee is designed to provide an active forum for informative dialogue about the issues facing the Collective Investment Trust industry and seeks to promote an understanding of and expand the use of CITs in the marketplace.
Trust Administration / Client Servicing Committee
The purpose of this committee is to discuss best practices related to the administration and client servicing for CITs and day-to-day issues which arise.
CCIT Membership
Upcoming Events
Past Events
CIT Securities Lending Webcast (March 21, 2023)
Coalition Fund Governance Initiative (March 15, 2023)
Product Management/Client Administration Round-Up (March 8, 2023)
Regulatory Round-up (March 1, 2023)
2023 Cerulli Survey- Pre-Launch Call (February 23, 2023)
In-Person meeting in Washington, DC to discuss the Retirement Legislation and 403(b) Investments in CITs (December, Date TBD)
Call of the Coalition DE&I Committee (November 17, 2022)
Coalition Annual In-Person Meeting, New York City (October 27, 2022)
Call of the Coalition Education and Outreach Committee (October 13, 2022)
Call of the Coalition Legal and Compliance Meeting (October 6, 2022)
Call of the Coalition Trust and Administration Committee (September 29, 2022)
Coalition Call to Review DOL Proposal re QPAM Exemption (August 18, 2022)
Coalition Town Hall Call (July 26, 2022)
Call of the Coalition to Discuss Secure 2.0 and Retirement Legislation (May 24, 2022)
Call of the Coalition Education and Outreach Committee (May 23, 2022)
Call of the Coalition Trust and Administration Committee (May 18, 2022)
Call of the Coalition DE&I Working Group (May 17, 2022)
Legal and Compliance Committee (April 27, 2022)
Coalition DE&I Working Group Initiative (April 21, 2022)
SECURE Act 2.0 Coalition Call (April 5 , 2022)
Legal and Compliance Committee (March 24, 2022)
Coalition DE&I Initiative (March 22, 2022)
Coalition Trust Administration and Client Servicing Committee (March 10, 2022)
Call with Cerulli - Pre-Survey Launch, 2022 Survey (March 7, 2022)
Implications for CITs / Sanctions Imposed on Russia Coalition Call (March 7, 2022)
Legal and Compliance Committee (February 28, 2022)
Trust Administration and Client Servicing Committee (February 18, 2022)
Coalition DE&I Initiative (February 17, 2022)
Education and Outreach Committee (January 27, 2022)
Legal and Compliance Committee (January 25, 2022)
Trust Administration and Client Servicing Committee (January 20, 2022)
Some articles may require a subscription to access
As CIT Market Expands, More Get Coveted Tickers(June 22, 2020)
PlanAdvisor
The Push to Allow CITs in 403(b)s (June 03, 2020)
Investment News
CIT Expertise Puts Advisers in the Driver’s Seat(May 06, 2020)
PlanAdvisor
Improving Investment Outcomes for 403(b) Plan Participants (May 2020)
May 2020 BlackRock
CITs Fit Well With Best Interest Service (April 27, 2020)
PlanAdvisor
BPAS Launches First Ever Puerto Rico Collective Investment Fund (January 07, 2020)
StreetInsider.com
Wilmington Trust and Nasdaq Partner on CIT Awareness (September 21, 2019)
PLANSPONSOR
Nasdaq and Wilmington Trust to Provide Tickers for CITs (September 16, 2019)
PLANADVISER
Nasdaq, Wilmington launch first CIT tickers (September 2019)
Fund Intelligence
Wilmington Trust Collaborates with Nasdaq Fund Network to Enhance CIT Transparency (September 16, 2019)
Nasdaq
Education Among Advisers About CITs Is Needed: Cerulli (August 22, 2019)
PlanAdvisor
Education and Transparency Two Issues for CIT Use in DC Plans (August 22, 2019)
PLANSPONSOR
'Clean' Funds and Index ETFs Competing With CITs: Survey (August 22, 2019)
CITs Offer Major Cost Advantages, but Education and Transparency Will Be Essential (August 22, 2019)
401khelpcenter.com
Bringing CITs Into the Conversation (August 7, 2019)
WealthManagement
CIT target-date assets surging as mutual funds hit by outflows (June 24, 2019)
P&I / DC Digest
Index Funds Nearly Universal in Large 401(k) Plans (June 21, 2019)
PlanAdviser
An Up-Close Look At Target Date Fund Fees In Collective Investment Trusts (June 8, 2019)
Seeking Alpha
Wait, What's That in My 401(k)? (May 27, 2019)
Morningstar
CITs are changing the retail 401(k) world (May 22, 2019)
InvestmentNews
Intensifying Demand Seen for Low-Fee TDF Options (May 13, 2019)
NAPA Net
United States: SEC Grants Relief To Collective Trust Funds Accepting Assets Of Certain Puerto Rico Retirement Plans - Cadwalader, Wickersham & Taft LLP (April 23 2019)
Mondaq
Pool Parties – Types of Pooled Investments (March 12, 2019)
FXStreet
CITs: A Demonstration of Commitment and Experience (February 2019)
Interview with Terry Burns | OneAmerica
What's a Collective Investment Trust? (January 6, 2019)
Seeking Alpha
Nasdaq Fund Network: Bringing Price Transparency To Global Investors (December 14, 2018)
NASDAQ
Changes In Technology, Regulation And Accessibility Drive Rise In Use Of Collective Investment Trusts (December 12, 2018)
Seeking Alpha
Collective investment trusts have experienced average growth of more than 8% annually for the last five years, Cerulli reports (November 29, 2018)
Marlene Satter
NAGDCA: Collective investment trusts gaining ground in DC plans (September 24, 2018)
Robert Steyer
Ten Important Facts About 401k Plans (September 24, 2018)
401khelpcenter.com
Have CITs in 401(k) Plans Reached a Tipping Point? (September 12, 2018)
Ted Godbout
TDFs Contribute to CIT Growth in 401(k)s (September 10, 2018)
Lee Barney
Collective Investment Trusts: An Investment Perspective (August 22, 2018)
401khelpcenter.com
Mutual funds are a low-cost alternative to SMAs for pensions (August 21, 2018)
Pensions & Investments
Retirement: Everything You Need to Know About Collective Investment Trusts (July 30, 2018)
TheStreet
Collective Investment Trusts Show Gains Over Mutual Funds in DC Plans (June 21, 2018)
Mutual Fund Directors Forum (MFDF)
US Investment Trusts Gobble Assets; Retirement Plans Retreat from Active Funds (March 21, 2018)
Reuters
Reader Poll: Have We Reached a Tipping Point with CITs? (February 21, 2018)
NAPA Net
Investment Menus Static – For Now (January 22, 2018)
NAPA Net
United States: Collective Investment Trusts – What DC Plan Fiduciaries Should Know (January 18, 2018)
Mondaq
Assets in collective investment trusts growing (December 12, 2017)
BenefitsPro
CIT’s Costs Attract Institutional Investors (December 11, 2017)
PLANSPONSOR
Boosted by Retirement Contributions, CIT Assets Approach $3 Trillion (December 11, 2017)
PlanAdviser
Collective Investment Trusts - What DC Plan Fiduciaries Should Know (November 27, 2017)
LexBlog
Interest in Collective Investment Trusts Rising Among 401(k) Sponsors (November 22, 2017)
InvestmentNews
My last article was called Your 401(k) (November 22, 2017)
FXStreet
The History and Future of MEPs and PEPs (October 19, 2017)
401khelpcenter.com
Survey: More retirement plans turn to CITs (October 18, 2017)
SmartBrief
CITs Experience Growth (October 17, 2017)
PLANSPONSOR
CITs Stealing 401(k) Assets From Funds: Report
Ignites
CITs in DC Plans Quickly Becoming the Norm (September 28, 2017)
PlanAdviser
Collective Investment Trusts and 403b Plans: An Update (September 24, 2017)
401khelpcenter.com
How to Do a 403(b) Collective Trust: “Reverse-Engineering” the University of California 403(b) CIT (September 12, 2017)
LexBlog
Can 403b Plans Now Invest in Collective Investment Trusts? (September 8, 2017)
401khelpcenter.com
Tapping into the USD7 trillion US defined contribution market (August 29, 2017)
Private Equity Wire
UC adds collective investment trusts to its 403(b) plans (August 21, 2017)
Pensions & Investments
Revenue Sharing: What's the Right Way to Apply It in a 401k Plan? (August 9, 2017)
401khelpcenter.com
Collective investment trusts gain favor with 401(k)s (June 24, 2017)
SmartBrief
4 Key Differences Between CITs and Mutual Funds (June 22, 2017)
Employee Benefit Adviser
Views 4 Key Differences Between CITs and Mutual Funds (June 22, 2017)
Employee Benefit Adviser
Mutual Funds Face a Powerful 401(k) Rival (June 22, 2017)
Barron's
Collective Investment Trusts Getting More Attention From 401(k) Advisers (June 21, 2017)
InvestmentNews
PSNC 2017 Trends in Fund Lineup Construction (June 12, 2017)
PLANSPONSOR
Lower Cost of CITs Attracting Sponsors Attention (May 30, 2017)
planadviser
Plan Sponsors Should Not Have Concerns About Adopting CITs (May 30, 2017)
PLANSPONSOR
Collective Investment Trusts – A Perfect Storm (March 2017)
DST Systems, Inc.
Why It Might Be Time To Chill On Collective Investment Trusts (March 20, 2017)
401(k) Specialist
ALPS Releases New Research On Collective Investment Trusts (March 16, 2017)
MarketWatch
CITs a Driving Force in DC Space (March 16, 2017)
PLANSPONSOR
Could CITs Dominate DC Space (March 16, 2017)
planadviser
Converge, Volume 13: Breaking Down CITs (March 08, 2017)
Manning Napier
Shelby George – CITs can provide considerable savings’ for retirement plans (February 27, 2017)
Employee Benefit Adviser
CIT adoption on the rise in DC plans (February 23, 2017)
Pensions & Investments
Small-cap equity strategies end the year on strong footing (February 20, 2017)
Pensions & Investments
Test your CIT Knowledge (February 16, 2017)
The National Association of Plan Advisors
CITs Lower Fees Seen as an Advantage Over Mutual Funds (February 08, 2017)
PLANSPONSOR
Collective Investment Trusts Versus Mutual Funds (February 08, 2017)
planadviser
WisdomTree Breaks Into CITs as Plan Sponsors Shun ETFs
Ignites
A Guide to Commonly Used DC Plan Investment Vehicles (January 2017)
Defined Contribution Institutional Investment Association
DC Plan Sponsors Making Decisions to Lower Plan Fees (January 27, 2017)
planadviser
Funds Regain Some 401(k) Ground From CITs in 2016: Survey
Ignites
Are CITs Making a Comeback?
401kWire
DCIIA Publication on DC Plan Investment Vehicles (January 2017)
Defined Contribution Institutional Investment Association
N.Y. Deferred Comp Plan goes big with CITs (December 12, 2016)
Pensions & Investments
Collective Investment Trusts Grow Popular Among Advisors (December 8, 2016)
PAYCHEX
Think your Retirement is Bad? Talk to a Teacher (October 21, 2016)
The New York Times
DOL Fiduciary rule expected to sharpen scrutiny of DC plan fees (October 14, 2016)
BenefitsPro
Acceptance Building for Collective Investment Trusts and Liquid Alternatives (October 14, 2016)
401khelpcenter.com
Passive Shift Pressures DCIOs (October 13, 2016)
National Association of Plan Advisors
(b)lines Ask the Experts – Can CITs Be Used in 403(b)s? (October 4, 2016)
PLANSPONSOR
CITs Get Big Boost From 401(k) Plaintiff’s Lawyers (April 15, 2015)
BenefitsPro
Benefits of Collective Investment Trusts (April 13, 2015)
401khelpcenter.com
8 Myths About Collective Investment Trusts (April 6, 2015)
BenefitsPro
Growth in CIT Use Driven By Familiar Market Factors (March 30, 2015)
PLANSPONSOR
Fighting Collective Fund Myths (March 30, 2015)
401kWire
Reference Documents
Participant guide to collective investment trusts (May 1, 2020)
This high-level overview for plan participants explains CITs generally, along with benefits and expenses, availability and location of product information, and other basic information related to CITs.
Benefits of Collective Investment Trusts (April 2, 2015)
Why do consultants, advisers and plan fiduciaries select CITs? This overview explores some of the benefits that make these investment funds increasingly popular in the retirement marketplace.
CIT Myths and Facts (April 1, 2015)
Collective investment trusts (CITs) can be a valuable tool in developing a retirement plan lineup—once the facts are distinguished from the myths. Here are several common myths about CITs, along with the related factual information.
Collective Investment Trusts White Paper (July 6, 2021)
The Coalition of Collective Investment Trusts (CCIT) has authored a white paper to provide a thorough look at both the history and future of collective investment trusts (CITs). We hope this white paper provides those who invest in, research and recommend CITs a better understanding of how the funds operate, their structure and when they might be appropriate investment vehicles for eligible retirement plans.
Ameriprise Financial, Inc.
AON Corporation
Artisan Partners Limited Partnership
Baillie Gifford & Co Ltd.
BlackRock, Inc.
BNY Mellon
Boston Partners
Capital Group
Charles Schwab
Chevy Chase Trust Company
Comerica Trust
Depository Trust & Clearing Corporation (DTCC)
Federated Investors Trust Company
Fidelity Investments
Franklin Templeton Investments
Galliard Capital Management
Global Trust Company
Great-West Trust Company
Hand Benefits & Trust (a BPAS Company)
Harbor Capital Advisors, Inc.
ICMA-RC
Invesco Trust Company
John Hancock Financial Services, Inc.
JP Morgan Chase
Manning & Napier
Matrix Trust Company
MFS Investment Management
Nationwide
Neuberger Berman
Northern Trust Corporation
Nuveen Investments
PIMCO
PNC Bank
Principal Financial Group
Prudential
Putnam Investments
Reliance Trust Company
Russell Investments
Schroders North America
SEI Investments Company
State Street Global Advisors
T. Rowe Price
Transamerica
Vanguard
Voya Investment Management
Wellington Management Company, LLP
Wells Fargo
William Blair & Co.
Wilmington Trust, N.A.