Corporate Retirement Services
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Consult with our team about how we can help with corporate retirement plans or collective investment trust solutions.
Please share the following information so we can determine which Wilmington Trust professional is best suited to your specific needs. Once received, we expect to respond within 48 hours, excluding weekends and holidays.
Note: For your security, please do not include your account number or other sensitive information in this form.
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Collective Investment Trust Funds (“CITs”) are bank collective investment funds; they are not mutual funds. CITs and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively. Wilmington Trust, N.A. serves as the Trustee of, and maintains ultimate fiduciary authority over the management of, and investments made in, its CITs. Retail investors cannot invest directly in CITs; participation in CITs is limited primarily to qualified defined contribution plans and certain state or local government plans and is not available to IRAs, health and welfare plans and, in certain cases, Keogh (H.R. 10) plans.