By the end of 2025, our Defined Contribution Data Dashboard shows over 144,244,194 participants will contribute into their workplace retirement savings plans. This is incredibly positive given the vital role workplace retirement savings represent for household wealth. Over the past 15 years, private sector worker participation has surged by almost 40%, driven by expanded access and innovative plan design features, particularly auto-enrollment. What’s the opportunity ahead to unlock further participation?

Speakers covered the essentials of Collective Investment Trusts, including how they work, how they differ from mutual funds, and why they matter for DC plan lineups.

In this policy-focused roundtable, plan sponsors discussed ongoing policy debates in Washington and recent ERISA developments. Recent legal cases surrounding forfeitures and prudent processes were reviewed.

The companion presentation deck to the foundational CIT guide, designed for use in educational sessions or client-facing conversations. It translates core CIT concepts into a visual, slide-based format suitable for a range of audiences.

The ABCs of CITs: A Foundational Guide presents a comprehensive overview of Collective Investment Trusts (CITs) covering their history, structure, benefits, differences from mutual funds, and increasing role in defined contribution (DC) retirement plans.