Browsing Tag
Vanguard
147 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.
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
July 11, 2022
Vanguard to Pay ‘Restitution’ Over Target-Date Tax Liabilities
In addition, Vanguard will make a one-time payment to Massachusetts
July 6, 2022
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
June 7, 2022
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
March 15, 2022
ESG Expansion Continues with Vanguard’s ‘Positive Impact Fund’
'It should help to channel more capital towards companies driving positive change'
January 19, 2022
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
January 10, 2022
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
September 28, 2021
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
September 21, 2021
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…
June 11, 2021
Does ESG-Based Proxy Voting Matter? Just Ask ExxonMobil
In unlikely development, small hedge fund Engine No. 1 gets help from BlackRock to land seats on ExxonMobil board in proxy vote Wednesday.
May 27, 2021