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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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279 Matching News Items |
| 1. |
Vanguard
Sept. 8, 2021
"In 2020, one in five Vanguard plans offered a self-directed brokerage option. Larger plans were somewhat more likely to offer the feature, and one-third of Vanguard plan participants had access to the option. Interestingly, 21% percent of plans with a brokerage option were law firms -- and on average, 6% of law firm plan assets were invested in brokerage. Forty-four percent of law firms on our platform offer the brokerage feature."
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| 2. |
Vanguard
June 10, 2014
"In 2013, the median participant account balance was $31,396 and the average was $101,650. Vanguard participants' median and average account balances rose by 13% and 18%, respectively, during 2013.... Eighty-six percent of plan sponsors offered target-date funds at year-end 2013, up 26% compared with year-end 2008.... At year-end 2013, 34% of Vanguard plans had adopted automatic enrollment, up two percentage points from 2012."
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| 3. |
Vanguard
Feb. 4, 2014
"In an increase fueled mostly by larger plans (those with 1,000 or more participants), 34% of Vanguard plans, including 60% of larger plans, have [moved to automatic enrollment] to help their employees save for retirement. This is up from 24% five years ago.... Forty percent of Vanguard participants now use [professionally managed investment] options, which include target-date funds, other balanced funds, and a managed account program. More than half (52%) of Vanguard plans are offering the Roth 401(k) feature[.]"
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| 4. |
Reuters
Oct. 10, 2013
"Vanguard Group is ... threatening to prevent Southwest Airlines pilots who subscribe to a monthly newsletter called 401k Maximizer from purchasing the three Vanguard funds in their union's retirement plan, according to officials at Vanguard, the pilots union and the newsletter. Fewer than 1,000 of the approximately 8,000 pilots in the Southwest Airlines Pilots' Association $2.6 billion 401(k) retirement plan subscribe to Maximizer, but they can generate $30 million to $45 million of trades in each fund in the week after the newsletter changes its investment model[.]"
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| 5. |
Vanguard
June 11, 2013
"At year-end 2012, 36% of all Vanguard participants were solely invested in an automatic investment program -- compared with just 17% at the end of 2007. Twenty-seven percent of all participants were invested in a single target-date fund; another 6% held one traditional balanced fund; and 3% used a managed account program.... Because of the growing use of target-date options, [Vanguard anticipates] that 55% of all participants and 80% of new plan entrants will be entirely invested in a professionally managed allocation by 2017."
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| 6. |
ThinkAdvisor
Dec. 24, 2024
"Vanguard has agreed to pay $40 million to settle a long-running lawsuit over a selloff that investors likened to an 'elephant stampede' from its target-date funds that left retail investors to take a huge capital gains tax hit. The selloff involved multimillion-dollar corporate retirement plans getting out of the standard target funds and into the institutional equivalents." [Verduce v. Vanguard Chester Funds, No. 22-0955 (E.D. Penn. settlement agreement filed Nov. 6, 2024)]
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| 7. |
Pension Rights Center [PRC]
Sept. 17, 2024
"It's good news that Vanguard plan members have increased their contributions and that their plans have expanded coverage. Unfortunately, the Vanguard study doesn't reflect the reality that the U.S. retirement system isn't working for most Americans. Instead, many who are approaching their post-career years are finding that retirement financial security is becoming an elusive pipedream."
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| 8. |
Vanguard
Oct. 3, 2023
31 pages. "Among late baby boomers, high-income workers are in good shape to meet their retirement spending needs. Low- and middle-income workers may struggle. [The] retirement outlook for Generation X and millennials is modestly better.... [This report will] highlight the potential to enhance retirement readiness by expanding access to the capital markets, reducing frictions that limit workers' ability to liquidate home equity, and accelerating adoption of smart defined contribution (DC) plan designs [and] discuss actions that workers can take to boost their retirement readiness."
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| 9. |
American Retirement Association [ARA]
Aug. 6, 2023
"[T]he expanded collaboration by the two firms will help reconnect IRA holders with retirement funds they may have lost or forgotten.... Vanguard will now be sending select small-balance IRAs on its platform to RCH to facilitate investors reconnecting with their money."
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| 10. |
Pensions & Investments
Aug. 1, 2023
"While BlackRock, Fidelity Investments and a handful of other asset management firms are racing to get their applications for a spot bitcoin exchange-traded fund approved, not every asset manager is buying into the crypto craze.... Dave Stinnett, [Vanguard's] head of strategic retirement consulting ... [said] that Vanguard believes putting a cryptocurrency fund option into a 401(k) lineup would be 'very premature.' "
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