4 stories this week 43 in all, from the Retirement desk.
The first trust will blend public equity with Carlyle private equity and is designed to sit inside a participant's existing large-cap equity allocation.
54%CIT share of total target-date assets at end of 2025 · Morningstar report cited by PLANADVISER
The same study found 70% of near-retirees say they trust their employer on plan design, and 56% expect to move workplace savings at retirement.
The browser-based platform draws on Morningstar's ratings and 1,100 analysts; one agent analyzes portfolios holding public and private securities.
Alto says the combined businesses would hold more than $20 billion in assets under custody and administration; financial terms were not disclosed.