How to Leverage SECURE 2.0 to Improve Participant Outcomes
Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director...
Tag: Vanguard
Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps
Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.
Investment Product & Service Launches – 9/28/23
Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...
Investment Product and Service Launches
Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.
With Roth Use Set to Grow, Vanguard Stresses Participant Education
The firm’s retirement head says its plan sponsor clients are ready for implementation, but participants can use more information.
Vanguard, J.P. Morgan, BlackRock Lead Fund Flows in First Half
Vanguard and BlackRock saw gains from passive mutual fund and ETF management, with JP Morgan gaining on active, according to...
Vanguard Expands Retirement Clearinghouse Eligibility to IRA Account Holders
The asset manager, which has partnered with the clearinghouse on 401(k) rollovers since 2021, is turning to forgotten IRAs.
Vanguard, Fidelity Top Morningstar’s List of Robo-Advisers
Morningstar named the two firms among their top digital investment advisers along with Schwab, Betterment and Wealthfront.
Principal Joins Portability Services Network
Consortium now has representation from the country’s five largest plan sponsors.
Vanguard’s ESG Support Half That of BlackRock, State Street
Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
Auto Enrollment Drives Record Plan Participation, Vanguard Reports
After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.
FINRA Fines Vanguard for Overstating Money Market Projections
A ‘technical’ issue led to overstated projections of yield and income for nine money market funds for about 8.5 million...
Financial Advisers Rank American Funds, Vanguard as Top Asset Managers
Advisers are most swayed by trust, performance and ease of business when evaluating a manager, according to ISS Market Intelligence.
The PLANADVISER Interview: Fiona Greig, Global Head of Investor Research and Policy, Vanguard
Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement...
Investment Product and Service Launches
EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.
Investment Service and Product Launches
California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.
Vanguard’s Defection from Net-Zero Group Further Clouds ESG Investment Commitments
Vanguard left a net-zero asset manager initiative this week in a move emphasizing the different paths financial firms are taking...
Vanguard Removes S&P 500 Fund From Its 401(k)
According to the firm, the Total Stock Market Index Fund, which remains in the investment menu, is the best proxy for the U.S. market.