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 ...

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

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

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 ...

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 ...

There are six generations in the workforce today, and Gen Z is the newest. And they merit special attention, argued an industry expert at a recent summit. “Think about how different generations invest ...

February can be unpredictable, and the fortunes of private-sector pension plans were no exception this year. Recent analyses of how they fared in February are unanimous that by some measures they lost ...

The Defined Contribution Institutional Investment Association (DCIIA) published a report that outlines what fiduciaries should consider when constructing a plan investment menu. DCIIA outlined a three ...

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 ...

Many investors are rushing to complete Roth conversions now, as the current favorable tax rates are set to expire after 2025 unless extended by lawmakers. Why the Rush on Roth? With the 2017 Tax Cuts ...

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 ...