Browsing Tag
Vanguard
151 posts
Vanguard is one of the world’s largest investment management companies, known for pioneering low-cost index funds. Founded in 1975 by John C. Bogle, Vanguard operates under a unique client-owned structure, meaning its funds’ investors are also its owners. This setup allows Vanguard to prioritize low fees and long-term returns for clients rather than outside shareholders. The firm offers mutual funds, ETFs, retirement accounts, and advisory services, serving millions of individual and institutional investors globally. Vanguard is widely recognized for its commitment to accessibility, transparency, and investor-first principles.
Managed Accounts See Higher Adoption: Vanguard
The latest Vanguard research finds professionally managed allocations are up 40% compared to 10 years ago
More Employer Plans Attract and Retain Workers with Design
In an effort to keep employees in the workforce, plan sponsors are implementing key plan designs like automatic enrollment and matching contributions
Relocating to Shore Up Retirement Funding
Vanguard paper explores how relocating (and downsizing) can be a lucrative way for retirees to stretch their retirement savings
Corporate Roundup: Transamerica and Cetera Collaborate, Vanguard Launches ETF
Transamerica and Cetera partner on group retirement plan solution, Vanguard releases a new municipal bond index, and more
More Retirees Stay In their Plan Post-Employment
The latest research from Vanguard underscores the significance in applying decumulation strategies to 401(k) plans
401(k) Balances Dropped 20% in 2022 at Fidelity, But Increased in Q4
Fidelity’s just-released 2022 Retirement Analysis reveals that average account balances rose in Q4 and retirement savers continue to focus on the long term with savings rates remaining steady
Participants Increased Savings Despite Uncertainty in 2022
A preview of Vanguard’s upcoming research in June finds participants remained resilient in their retirement savings throughout last year
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
PASSED! SECURE 2.0 Awaits Biden’s Signature After $1.7T Spending Bill Clears House Friday
Retirement industry rejoices in landmark bill including numerous substantial reforms aimed at helping more Americans save
Industry to Congress: Pass SECURE 2.0 Already!
Retirement industry leaders urgently trying to push the bipartisan retirement reform bill bandwagon over the finish line during the lame-duck session