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.
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