CITs (Finally) Take Their Rightful Place

Great Gray President and CEO, Rob Barnett, joins an American Retirement Association podcast and breaks down transparency in collective investment trusts (CITs), the feedback loop between CITs and mutual funds, and how regulatory changes like 408(b)(2) and 404(a)(5) have paved the way for CITs to evolve and compete with mutual funds.

Most importantly, Barnett addresses the potential offering of access to CITs in 403(b) plans, and how it is part of Great Gray’s duty to ensure all Americans such as teachers, clergy, and hospital workers have access to CITs. Listen to the podcast to learn more about the future of the retirement industry and the role Great Gray plays in the ecosystem.