The SEC said that Vanguard made “misleading statements related to capital gains distributions and tax consequences for retail investors who held Vanguard Investor Target Retirement Funds (Investor ...
ERISA litigation often equates the fiduciary duties of prudence and loyalty — but a federal judge has drawn a distinction in a controversial case involving ESG.
Appearing before the Senate Finance Committee for his confirmation hearing, Treasury Secretary nominee Scott Bessent suggested that the nation could face an economic crisis should Congress fail to ...
The Sandy, Utah-based firm, which bills itself as a next-generation retirement plan provider for employers, advisors and individuals, announced the appointment of industry veteran Stan Smith as Chief ...
A taxpayer may be eligible for the expanded access to his or her retirement funds if their principal residence was in a major disaster area and they sustained an economic loss due to a natural ...
The Pension Benefit Guaranty Corporation (PBGC) has proposed modifications to its regulations on premium rates, premium due dates, and termination of single-employer plans.