Browsing Tag
Vanguard
102 posts
Vanguard Activates Robo Advisor for Retirement Plan Participants
“Personal Advisor” currently being rolled out to select defined contribution plans in effort to improve participants’ retirement readiness
Vanguard to Pay ‘Restitution’ Over Target-Date Tax Liabilities
In addition, Vanguard will make a one-time payment to Massachusetts
How America Saves: At an All-Time High, By This Standard
Vanguard’s latest comprehensive analysis of nearly five million 401k accounts shows participants are saving 7.3% of their income
Vanguard Faces Lawsuit Over Decision to Lower TDF Investment Minimums
Proposed class action suit says Vanguard caused smaller retail investors to pay “substantial” capital gains taxes after retail target-date fund sell-off as result of change
ESG Expansion Continues with Vanguard’s ‘Positive Impact Fund’
'It should help to channel more capital towards companies driving positive change'
Youngest Workers Eyed in Vanguard Expansion of Target Retirement Lineup
Company announces plans to launch Vanguard Target Retirement 2070 Fund and Vanguard Target Retirement 2070 Trusts
Vanguard Enhances its Target Retirement Series
Moves announced today to merge funds and launch new trust with higher equity allocation for retirees expected to lower investor costs by $190 million
401k Auto-Portability Takes ‘Giant Leap Forward’ with Vanguard, RCH Deal
Service providing plan sponsors with a new portability solution to simplify small-balance 401k rollovers expected to launch in mid-2022
How 401k Plan Design Outperformed During the Pandemic
As expected, target-date funds and smart plan design features—including automatic enrollment, automatic escalation, and others—helped 401k participants stay…
Does ESG-Based Proxy Voting Matter? Just Ask ExxonMobil
Whether they realize it or not, retirement plan participants invested with BlackRock (and possibly Vanguard, State Street and…