| On May 4, 2026, the staff of the U.S. Securities and Exchange Commission (SEC) issued guidance that removes barriers that have prevented pooled employer plans (PEPs) from investing in collective investment trusts (CITs). Congress created PEPs in the SECURE Act to extend the economies of scale and other cost savings available to plans sponsored by large businesses to small businesses. Since CITs are a critical driver of those savings, allowing all PEPs to access them was an important step. Now, PEPs have a clear path to invest in CITs, which generally are more cost-efficient than mutual funds. Learn more about this guidance and the opportunity it creates for plan sponsors and advisors. |
SEC Staff Guidance Opens CIT Access for Pooled Employer Plans
