RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

What led to Vanguard allowing its 401(k) plan sponsors to shop around for non-Vanguard target-date funds

Despite the new choices available to plan sponsors, Vanguard believes clients won't stray -- but industry observers are not so sure

Author Lisa Shidler June 5, 2012 at 5:29 AM
1 Comment
no description available
Rick Meigs: These plans are knowledgeable, well-informed and have sufficient leverage to compel change.

Mike Alfred

|

Jason Roberts

|

Phil Chiricottii


Elmer Rich III

Elmer Rich III

June 5, 2012 — 4:46 PM

Have to assume they lost a bunch of clients by not doing so.


Related Moves

April 30, 2019 at 5:25 PM

RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF ~ Hardship withdrawals surge at Vanguard and Fidelity ~ Schwab hires 400 ~ Fidelity flips six funds into ETFs ~ Kitces makes list before Christmas ~ Amit Dogra has $1 billion of good news from his new Portland gig

Americans are struggling, though jobs are plentiful; Larry Fink's ESG zeal costs BlackRock another client, just as the Vatican issues ESG guidance; UBS says we didn't like you anyway to mass affluent and Michael Kitces and Craig Iskowitz join forces.

December 3, 2022 at 3:16 AM


Mentioned in this article:

BrightScope, Inc.
Data and ratings for RIAs

Pension Resource Institute, LLC
Compliance Expert
Top Executive: Jason C. Roberts

Retirement Law Group, PC

Top Executive: Jason C. Roberts



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.