Collective Investment Trusts as Retirement Plan Investment Options: Important Tax and ERISA Considerations

Maynard Nexsen
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Nexsen Pruet tax and employee benefits attorney Sue Odom says retirement plan fees and expenses have been the “hot topic” for the past several years. We’ve seen increased regulation through disclosure requirements and increased litigation.

As a result, employers and investment advisors alike are looking at alternatives. Collective investment trusts have grown in popularity, but there are important tax and ERISA issues to consider.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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