30+ Years Experience servicing CITs

Comprehensive support for collective investment trusts

Retirement plan sponsors are turning to collective investment trusts (CITs) because of their lower operating costs, the customization flexibility and the simplified structure that allows them to be established more quickly.

Our teams have the in-depth knowledge needed to support the specific demands of CITs so you can offer a simpler, more attractive product structure to access growing retirement plan markets, especially plans looking for a customized solution and smaller pension plans.  Our services help you bring products to market quickly.

470+ Collective funds Currently serviced by our teams, as of September 30, 2021

We offer the following for CITs:

  • Trustee services
  • Accounting and administration services
  • Transfer agency
  • Compliance support
  • Distribution services

If you're interested in any of our services for collective investment trusts, contact us today.

The CIT Route to a U.S. Retirement Plan Business

The challenge: An appealing, but unfamiliar retirement market vehicle

A large Midwestern investment manager sees the advantages of a CIT, but quickly realizes it needs more expertise and technology from an experienced partner.

Read the case study