Cerulli Report: Unlocking the Potential of Private Investments in DC Plans

The defined contribution industry has already delivered better outcomes with tools like collective investment trusts (CITs) that drive meaningful cost savings. Now, we have the opportunity to broaden the horizon by thoughtfully bringing private investments into professionally managed solutions, like target date collective investment funds.

The path forward requires education, discipline, and partnership between advisors, sponsors, managers, and trustees. This report shows how we get there.

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