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Vanguard to pay SEC $106M to settle violations over ‘misleading’ target date fund statements

By Lynn Cavanaugh

In addition to the $40 million Vanguard agreed to pay to investors as part of a class action suit in November, the SEC now finds that the firm did not provide retail investors accurate information about the capital gains and tax implications of a change to investment minimums.

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‘Help U.S. Retire’: Industry trade group launches grassroots campaign to put Congress on alert

Best Practices

Employers can improve financial security by offering emergency savings

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Investment Instruments Stories

January 10, 2025

Got a withdrawal plan? Half of retirees lack a ‘decumulation’ strategy

A new IRAlogix survey raises concerns over a rapid depletion of retirement savings, and provides guidance to employers to help pre-retirees to make a decumulation plan.

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December 05, 2024

Collective investment trusts in 403(b)s? CIT provider urges Congress to pass new bill

It’s a fair and reasonable ask of legislators to create parity of choice for retirement investors, regardless of who their employer is, according to collective trust provider Great Gray Trust Company.

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November 15, 2024

Health care workers aren’t saving enough for retirement: Personalized planning is key

Encouraging the use of wellness tools that put the power to manage goals and find resources in the hands of employees can help them manage stress and budgeting.

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November 06, 2024

Millennials are unprepared for retirement: How employers, advisors can lend support

Many millennials turn to fragmented financial information online, leading to gaps in critical areas like budgeting, investing, and planning for future goals, according to NOYACK's Millennial Wealth survey.

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November 01, 2024

It's official! IRS announces 401(k) contribution limits for 2025

The IRS announced today it will increase 401(k) contribution limits to $23,500 (from $23,000 in 2024), the same increase as last year, while limits for employees over 50 remains unchanged.

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October 30, 2024

Rallying around retirement income: Advisors are educating plan sponsors

Only 58% of plan sponsors believe participants are on track with their retirement savings, which is why most (82%) advisors are recommending a retirement income solution to DC clients, according to a Blackrock survey.

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October 29, 2024

Private assets in 401(k) plans? Participants interested in 'alternative' investments

More than half (59%) of 401(k) participants wish they received more guidance from their employer on how to invest their workplace retirement plan assets, according to a new Schroders survey.

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Top Investment Instruments Stories

Vanguard to pay SEC $106M to settle violations over ‘misleading’ target date fund statements

‘Help U.S. Retire’: Industry trade group launches grassroots campaign to put Congress on alert

Employers can improve financial security by offering emergency savings

Recommended Just For You

Investment Instruments Stories

Got a withdrawal plan? Half of retirees lack a ‘decumulation’ strategy

Collective investment trusts in 403(b)s? CIT provider urges Congress to pass new bill

Health care workers aren’t saving enough for retirement: Personalized planning is key

Millennials are unprepared for retirement: How employers, advisors can lend support

It's official! IRS announces 401(k) contribution limits for 2025

Rallying around retirement income: Advisors are educating plan sponsors

Private assets in 401(k) plans? Participants interested in 'alternative' investments