The violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target ...

Asset management giant Vanguard has been fined more than $100 million to settle charges related to disclosures around target ...

Target-date retirement funds, meant for those saving and spending in retirement, approach the problem in many ways. While some target-date asset allocators continually change the asset mix well ...

Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts ...

Vanguard Group will pay more than $106 million to settle US Securities and Exchange Commission allegations that it made ...

Vanguard agreed to pay $106.4 million to the Securities and Exchange Commission Friday to settle charges for “misleading ...

Electric power utility Evergy Inc. was hit with a proposed class action saying its employees’ 401(k) plan is filled with ...

The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail ...

Investors in the funds furthest from retirement start with 90% in stocks ... both of which contribute to the research that underpins this target-date series. He’s also vice chair of Vanguard ...

This prompted many retirement plan investors to sell shares of the Investor TRFs and switch to institutional target-date funds. However, this triggered capital gains taxes for those sellers.

The alleged violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target date funds. The payment of $106.41 million will be distributed ...