CITs continue to gain popularity for retirement planning
While delivering many of the advantages of mutual funds and other investment vehicles, CITs offer the lower costs, greater flexibility and simplified regulatory oversight exclusive to institutional clients only.
Find out more about Reliance Trust's expertise and distribution support.
Explore the advantages of CITs over other investment options
CITs allow for fee negotiation and tiered pricing structures that not only align with the participant’s need, but often lead to lower trading and operational costs and improved retirement outcomes.
With more asset classes to choose from, you can create more individualized investment strategies with the potential to generate greater returns, earn client loyalty and enhance your reputation.
Regulated by banking authorities rather than the SEC, CITs offer a less complex approval process that enables fast product development and the ability to quickly seize market opportunities.
The growing popularity of CITs
As the preferred investment vehicle for ERISA plan sponsors, CITs are one of the fastest growing trends within the defined contribution (DC) market. With an increasingly fee-conscious intermediary community, CITs remain poised to capture significant market share from their more expensive and less efficient mutual fund counterparts.
Learn more about the market shift and rising dominance of CITs.
Expand for moreA true partnership approach to asset growth
Reliance Trust offers unparalleled expertise in CIT distribution, providing a collaborative approach and comprehensive resources to effectively reach your target market. This includes co-branded marketing material, educational content and dedicated sales leaders to promote your CIT strategies across all intermediary channels.
A unique and tailored go-to-market strategy
Distribution support can look very different for firms of all shapes and sizes, which is why Reliance Trust crafts specific go-to-market strategies for each client.
- Ongoing strategic pipeline meetings with business development/sales groups.
- Strategic fund campaigns to intermediary community Inclusion within Reliance Trust webinar series held on a quarterly basis.
- Joint RFP support and operational assistance for all onboarding of clients.
- Complementary fact sheet production through Morningstar.
Our distribution reach
From participants and advisers to recordkeepers and TPAs, our reach is extensive across the CIT marketplace.
Navigating stable value in volatile markets
Reliance Trust brings together industry leaders from MetLife, New York Life and The Standard to explain why stable value investments remain a powerful option for protecting capital and delivering consistent retirement returns.
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Enhancing 403(b) plans with CITs
Public school employees, tax-exempt organizations and certain ministers may benefit from new investment choices.
Resources
Reliance Trust product sheet
FIS Reliance Trust brings together modern technology and fiduciary expertise to deliver efficient administration, operational excellence and expanded access to retirement plan participants.
Reliance Trust CIT Solutions product sheet
Innovative CITs provide retirement plans with lower costs, flexible investment options and faster approvals, helping sponsors deliver stronger participant outcomes.
Reliance Trust CIT offering list
CITs in our program deliver a selection of flexible, scalable strategies and access to trusted partners for sponsors and advisors managing retirement plans.
Disclaimers
- CITs are widely used as investment vehicles for qualified retirement plans, defined benefit plans and other qualifying trust. No individual retirement account or H.R. 10 Plan (or “Keogh plan” or other plan covering self-employed individuals) shall be permitted to invest in the Trust or any Fund. Please review the Fund Documents for more specific information before investing.
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