Research & Academic Studies

White Papers

Case Study on the Relative Performance of Mutual Funds versus Collective Funds - March, 2011

Reducing Costs of 401(k) Plans with ETFs and Comingled Trusts - July, 2010
Study conducted by the Center for Retirement Research at Boston College that considers the potential savings sponsors can achieve by reducing the trading costs embedded in the investment options of traditional 401(k) plans. Utilizing CIFs and ETFs as an alternative could reduce fees and costs by 70 bps or more.

Industry Publications & Resources

Collective Investment Funds Handbook - Published by the Comptroller of the Currency

Collective Funds Resource Guide - Published by Victory Funds. To request a complete guide, please contact (800) 991-8191

Deloitte & the Investment Company Institute 401k Fee Study - Published Spring 2009

Collective Investment Funds White Paper - Published by SEI

Collective Funds: Description, Oversight, Features and Trends - Published by Wilmington Trust

Defined Contribution Plan Fees Deconstructed - Published by Dimensional Fund Advisors, June, 2009

Maintaining Stability in Stable Value - Published by Watson Wyatt, 2009

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