Some $3.5 trillion was parked in target-date funds at the end of 2023, according to Morningstar, with much of that sum in 401 ...

The majority of those contributions — 64% — went into target-date funds. These set-it-and-forget-it funds are mainstays of retirement savings plans, whether you invest through a workplace plan ...

For investors seeking new avenues to enhance return and diversification potential, private markets have become an ...

Target date funds, or lifecycle funds, have emerged as a popular investment choice for retirement accounts like 401k’s. Their ...

If you want to get the most out of your 401 (k) account, you obviously need to contribute money of your own. But you also ...

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 ...

The SEC’s order finds that Vanguard’s disclosures failed to warn investors about tax risks tied to fund redemptions.

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 ...

There are plenty of good reasons to participate in an employer 401(k) plan if you have one available to you. For one thing, ...

Vanguard Group settled with the SEC on Friday over allegations tied to its target-date funds and investor taxes. There's a lesson about "asset location" for investors. This strategy pairs tax ...

Northern Trust Co.'s $6.9 million class settlement over the in-house target date funds in its employees’ 401(k) plan received initial approval from a Chicago federal judge.