Collective Investment Trust Services

Manage retirement plan assets in a cost-effective collective investment trust.

Collective Investment Trusts (CITs) remain a popular choice with advisers because of the lower marketing and distribution costs and fewer legal, administrative, and regulatory obligations as compared to other vehicles. Whether you’re launching a new strategy as a CIT or converting an existing fund to a CIT, UMB has the infrastructure and skills to support you.

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Experience, service and support

Benefit from our team’s technical experience, our state-of-the-art systems and our commitment to outstanding client service and allow us to build a solution customized to your needs.

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Unified back-office support

We handle the behind-the-scenes functions, from fund accounting, administration, trustee, transfer agency, and custody* services to regulatory compliance and tax reporting, so you can focus on serving your clients.

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Strength and stability

With UMB, you receive the benefits of a large financial institution paired with our nimble, single-point-of-contact service approach.

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Connect with our experienced fund administration team today

Key services to support your collective investment trust

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Trust sponsorship
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Fiduciary and investment oversight
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Fund accounting and administration
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Transfer agent services
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Custody
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Trustee services
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Cash sweep
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Optional securities lending services
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Platform Connectivity
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Audited financial statements
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Regulatory filings
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5500 schedules for defined benefit plan customers

Benefits of a collective investment trust

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Lower expenses than mutual funds
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Fewer legal and marketing fees
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No requirement to produce a prospectus
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Separate board of trustees not required
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No SEC registration and state qualification fees
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Shorter start-up time
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*Custody services provided by UMB Bank, n.a.