CITs continue to gain popularity for retirement planning
While delivering many of the advantages of mutual funds and other investment vehicles, CITs offer the lower costs, greater flexibility and simplified regulatory oversight exclusive to institutional clients only.
Find out more about Reliance Trust's expertise and distribution support.
Explore the advantages of CITs over other investment options
CITs allow for fee negotiation and tiered pricing structures that not only align with the participant’s need, but often lead to lower trading and operational costs and improved retirement outcomes.
With more asset classes to choose from, you can create more individualized investment strategies with the potential to generate greater returns, earn client loyalty and enhance your reputation.
Regulated by banking authorities rather than the SEC, CITs offer a less complex approval process that enables fast product development and the ability to quickly seize market opportunities.
The growing popularity of CITs
As the preferred investment vehicle for ERISA plan sponsors, CITs are one of the fastest growing trends within the defined contribution (DC) market. With an increasingly fee-conscious intermediary community, CITs remain poised to capture significant market share from their more expensive and less efficient mutual fund counterparts.
Learn more about the market shift and rising dominance of CITs.
Expand for moreA true partnership approach to asset growth
Reliance Trust offers unparalleled expertise in CIT distribution, providing a collaborative approach and comprehensive resources to effectively reach your target market. This includes co-branded marketing material, educational content and dedicated sales leaders to promote your CIT strategies across all intermediary channels.
A unique and tailored go-to-market strategy
Distribution support can look very different for firms of all shapes and sizes, which is why Reliance Trust crafts specific go-to-market strategies for each client.
- Ongoing strategic pipeline meetings with business development/sales groups.
- Strategic fund campaigns to intermediary community Inclusion within Reliance Trust webinar series held on a quarterly basis.
- Joint RFP support and operational assistance for all onboarding of clients.
- Complementary fact sheet production through Morningstar.
Our distribution reach
From participants and advisers to recordkeepers and TPAs, our reach is extensive across the CIT marketplace.
Get insights from leading experts
Discover thought leadership from the people who live and breathe CITs. Stay up to date with trends, get a deep dive on complex topics and see what's coming up next.
The modernization of CITs
Advancing technology has improved today’s investment management platforms, tools and data analytics capabilities.
Download product sheetEnhancing 403(b) plans with CITs
Public school employees, tax-exempt organizations and certain ministers may benefit from new investment choices.
Read white paperA wide array of offerings
Review our list of CIT solutions or learn more about our group of established investment manager partners.
Download offering listDisclaimers
- CITs are widely used as investment vehicles for qualified retirement plans, defined benefit plans and other qualifying trust. No individual retirement account or H.R. 10 Plan (or “Keogh plan” or other plan covering self-employed individuals) shall be permitted to invest in the Trust or any Fund. Please review the Fund Documents for more specific information before investing.
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Cross borders with confidence
Worldpay offers unparalleled payments expertise and global infrastructure that empowers you to expand into new markets, diversity your digital offerings and rapidly scale across borders and segments – without the confusion and complexity.
What we offer as your expansion partner:
Network of regional consultants who can offer in-country expertise to help you tailor your offerings for local audiences
Solutions that simplify and optimize cross-border payments so your customers can pay in their preferred local currency
Single point of integration to help you deliver a frictionless payments experience, increase acceptance and reduce fraud
Turbocharge online
payment processing
Worldpay streamlines the checkout experience and online payments processing, so your customers can easily and safely pay how they want, resulting in fewer abandoned carts and a lot more sales.
Learn how to eliminate multicurrency barriers so customers can pay how they want wherever they are.
Deliver a frictionless payments experience – every time
Customers are choosing between dozens of online content services at any given time – and it only takes one failed renewal payment for them to move on. Automating the renewal process with solutions that improve authorizations and keep customers’ card information up to date reduces churn and frees up your resources.
Consumers also expect to pay with their favorite methods, and preferences vary across age groups and geographies. We support 300+ alternative payment methods to help you attract new customers and maintain loyalty over time.