Resource Library
Knowledge built by the industry, shared with our members
June 2025
2025 Advisor Institute Forum Agenda
June 2025
2025 Public Policy Forum Agenda
Members Only
Plan Design
Financial Wellness
DCIIA
Plan Design and Administration Committee
June 2025
DCIIA Webinar: Plan Sponsor Perspectives: Building Better Outcomes
Members Only
Financial Wellness
PSI
May 2025
PSI Webinar - Plan Sponsor Perspectives in Building Better Outcomes
Members Only
Retirement Income/ Lifetime Income
RRC
May 2025
Retirement Income Plan Sponsor Survey - Raw Data with MaxDiff (data file)
May 2025
The ABCs of CITs: A Foundational Guide - Presentation Deck
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.
Members Only
Retirement Income/ Lifetime Income
RRC
May 2025
Retirement Income Plan Sponsor Final Survey Questions
May 2025
Executive Summary: The ABCs of CITs: A Foundational Guide
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.
May 2025
The ABCs of CITs: A Foundational Guide
A written foundational resource covering the essentials of Collective Investment Trusts, including how they work, how they differ from mutual funds, and why they matter for DC plan lineups. It is intended as a reference document for those building or refreshing their CIT knowledge.
