Vanguard recommends “that at least 20% of your overall portfolio should be invested in international stocks and bonds. However, to get the full diversification benefits, consider investing about 40% ...

The March 19 letter from Chairman Tim Walberg (R-Mich.) to Labor Secretary Lori Chavez-DeRemer comes as a federal circuit court judge recently granted the DOL its motion to pause two federal court ...

In a hopeful sign regarding saving by younger generations, the CRS data by age group shows that between 2019 and 2022 the ...

Quarterly meetings with the recordkeeper are still the most frequent, but only done by 37.0 percent of organizations, ...

In considering a (nother) motion to dismiss by the Cisco defendants, the court provided a brief history of the case; that on Aug. 11, 2023, the Court granted Cisco’s motion to dismiss the complaint ...

The model notice lets a plan participant know that the plan sponsor has applied to participate in the DOL’s VFCP regarding the plan, and explains that the program is voluntary and is intended for plan ...

Your client’s plan has surplus assets. What choices are available for allocating this surplus and testing it? What if there’s a shortfall instead? Review the options available for handling surplus ...

It was a cold winter in most of the country — just ask the Floridians who had to shovel inches of snow to reach the orange trees. And the chill extended to California — at least as far as CalSavers is ...

Private-sector retirement coverage offers a wide range of options for building a financially secure retirement. But any system can sometimes benefit from some fine-tuning. An expert panel offers their ...

The Employee Benefits Security Administration’s (EBSA) probationary employees who were fired on Feb. 21 will be reinstated on Monday, March 10, according to a source. The reinstatement order is ...

Many of us are anxiously awaiting “spring forward” — when we can adjust our clocks back to daylight saving time (March 9). Many service providers, however, will also be setting their calendar back one ...

Participant outcomes in 2024 remained strong — plan sponsors continued to implement automatic solutions and leverage human inertia to influence decision-making, an early preview of Vanguard’s How ...