Investment Instruments

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.

A new Investment Company Institute national ad campaign attempts to mobilize 120 million Americans "to protect retirement savings" by urging Congress to extend the 2017 Tax Cuts and Jobs Act, set to expire at the end of 2025.

You are demonstrating support for the entirety of your workforce by recognizing their individual financial circumstances and offering benefits that address them.

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.

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.

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.