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Listen "CITs in the 403(b)? (#117)"
Episode Synopsis
Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan. Ben Taylor The Case for CITs in the 403(b) Bill Introduced to Allow Collective Investment Trusts in 403(b)s 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org
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