Primer: Investment Vehicles for Retirement Plan Sponsors

Choosing the right investment vehicle is pivotal for the success of any 401(k) retirement plan. This primer offers a clear, concise understanding of the distinct types of investment options available for your plan lineup, including mutual funds, collective investment trusts (CITs), and separately managed accounts (SMAs).

Download the primer below to learn more about the fees, regulatory oversight, and transparency of the three different investment options.