PLANSPONSOR: Fund Change

October 16, 2018

Bringing white label investments and CITs to plans of all sizes

In the August-September issue of PLANSPONSOR, Joel Lieb, our director of defined contributions (DC), explains how using white label  options and collective investment trusts (CITs) can provide real benefits for DC plan participants.

“DC plans can  bring better outcomes to participants at a lower cost to the plan by employing white label  options and collective investment trusts [CITs],” said Lieb.

“DC plans can bring better outcomes to participants at a lower cost to the plan by employing white label options and collective investment trusts [CITs].” – Joel Lieb

For defined contribution plan sponsors , Lieb points out that white label funds can help simplify fund menus, allowing sponsors to customize their investment lineup. Combining that with a collective trust structure allows sponsors to get investments for all plans at the same cost, regardless of size.

Download: Fund Change

Case Study: White Label

A switch to discretionary investment management led to big participant outcome improvements.

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Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.