The Advice from Vanguard approach
Good advice starts with choosing the right advice, so we help participants understand all of their options before making a decision. Participants and plan sponsors can both benefit from Vanguard’s seamless and intuitive advice experience. From education and tools to detailed reporting, our service puts relevant resources right at their fingertips.
See how participants interact with our advice
Select and personalize
Our Advice Decision Tool and online education center provide participants with the resources they need to determine if advice is right for them.
Manage multiple goals
Participants can access scenario-modeling tools, financial guidance, and education resources to implement tax-optimized, personalized financial plans throughout their lifetimes. With Advice from Vanguard, they can tackle their most pressing financial needs, including:
- Saving for education or emergencies.
- Paying down debt.
- Meeting multiple nonretirement goals.
- Optimizing Social Security.
Dedicated resources for plan sponsors
Plan sponsors receive comprehensive reporting that allows them to track use of the participant advice services while also making their required fiduciary oversight process easier.
Access to high-level statistics, such as:
- Assets under management.
- Participant demographics.
- Eligible and enrolled participants.
More detailed reporting, including on:
- Personalization rates.
- Outcomes for advised versus nonadvised participants.
Vanguard’s workplace retirement division has a team of advice experts who educate plan sponsors and consultants on the continually improving capabilities and outcomes that stem from our offerings. Advice from Vanguard is embedded and integrated into Vanguard’s retirement plan platform, providing a consistent experience within the Vanguard site.
Ready to learn more about how Advice from Vanguard can help your participants thrive?
Already a client? Contact your Vanguard team today.
Advice is provided by Vanguard Advisers, Inc. (VAI), a federally registered investment advisor. Eligibility restrictions may apply. VAI cannot guarantee a profit or prevent a loss.