© 2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, Member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.
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THE FUTURE OF CIT ONBOARDING IS HERE

Being an industry leader in CITs means always thinking of ways to make managing qualified plans easier and more convenient for you—and the client accounts you manage. Our new approach to participation agreements will balance modern-day innovation with a streamlined approach so you can access everything you need in one location.

 

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Modernizing Participation Agreements

Modernizing Participation Agreement

Save time with a simple, streamlined management approach.

Modernizing Participation Agreement

Access all your funds and resources in a one-stop shop.

Modernizing Participation Agreement

Eliminate paper copies and engage in more communication.

Modernizing Participation Agreement

Become an innovative leader with your current and new clients.

Understanding the Industry

Planning for what’s ahead

CIT governance practices and the policies and procedures banks and trust companies use to govern their CIT offerings are emerging as factors that may warrant consideration by plan fiduciaries when making plan investment option decisions.
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The future of plan onboarding

Wilmington Trust is changing the game for plan sponsors, advisors and recordkeepers.
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Debunking myths around CITs

Learn more about four common misconceptions in the retirement community around Collective Investment Trusts (CITs).
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WTU Form Handler

Collective Investment Funds (“WTNA Funds”) are bank collective investment funds; they are not mutual funds. WTNA Funds and units therein are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively. Investments in WTNA Funds are not deposits or obligations of or guaranteed by Wilmington Trust, and are not insured by the FDIC, the Federal Reserve, or any other governmental agency. WTNA Funds are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the WTNA Funds. Participation in Collective Investment Funds is limited primarily to qualified retirement plans and certain state or local government plans. Collective Investment Trust Funds may also be suitable investments for participants seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges and expenses of any pooled investment fund carefully before investing.

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