Tag: Vanguard

The firm has launched features on its financial wellness platform to help participants with emergency expenses and planning for health...

Vanguard has reallocated Oaktree’s advisement to two other current fund advisers.

Vanguard research ‘forcefully shows’ modern plan design features like automatic enrollment promote retirement savings participation across racial and ethnic backgrounds....

A review of topics plan sponsors should consider as they review their plans before the 2024 enrollment season.

First Eagle Investments hires senior director of consultant relations; Vanguard Group head of Europe announces retirement; Manulife names head of...

The workshop, hosted by Vanguard, will focus on implementation of mandatory provisions like Roth catch-up contributions and super catch-ups.

Because of the power of automatic enrollment, 401(k) plans with less than 90% participation rates are ‘now in the minority.’ 

Vanguard research suggests that hybrid annuity target-date funds can potentially benefit for less engaged participants, but effectively implementing the solution...

State Street Global Advisors launches IncomeWise solution; BlackRock expands active ETF platform with 2 ETFs; Vanguard reopens actively managed funds...

Mercer offers private market investing access to individual cilents; Vanguard shifts an investment advisory firm on its Explorer Value Fund;...

Implementing dollar caps alongside other plan automation features may help foster more equity in plan design, new Vanguard research shows.

Former head of BlackRock’s ETF division to take over CEO role at the Pennsylvania firm. 

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

Because equity funds tend to dominate core investment menus, PGIM argues in a new paper that there is a need...

CIO Greg Davis takes on president's title as search to replace the longtime leader begins.

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

The firm’s Retirement Savings Maximizer provides recommendations for how participants can save to the IRS 402(g) limit in their defined...

The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held...

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches...

Asset managers at Vanguard, BlackRock and T. Rowe Price express varying views on how equities and bonds should be allocated...