Build the right lineup for your clients with our flexible, unbundled plans.
Looking for services for plans under $50 million?
Support for you and your clients
Tap into these powerful resources to make your job easier:
- Request for proposal (RFP) and request for information (RFI) support for your due diligence process.
- Up-to-date perspectives on the regulatory environment from our government relations team.
- Guidance on fiduciary best practices and plan governance.
- Access to Vanguard's research and investment experts.
- Timely updates on critical market developments.
- A consistent point of contact.
Contact ConsultantRelations@vanguard.com for more information
All-in costs tell the real story
- We're among the first recordkeeping providers to build a fully cloud-native platform.
- Our cloud-native platform will help us improve our time to market and provide better scalability, enhanced flexibility, and a fully reimagined retirement plan experience for your clients and their participants.
- When our transition is complete, we will have recoded our entire recordkeeping system for the cloud.
Protecting participant accounts is one of our most critical responsibilities as a recordkeeper. To counter online threats we combine industry standards with proprietary tools, forming a continually evolving, multilevel security program.
We back that program with the promise to protect investors' money as if it were our own and to make them whole for any losses resulting from a security failure if Vanguard is at fault.
We've tailored our websites to cater to our diverse audience segments:
- Consultant Hub for you to monitor your book of business and directly access the resources you need.
- Participant site for participants to monitor their accounts and perform transactions.
- Education resource site with retirement resources and articles for your participants.
- My Plan Manager for plan administration and reporting.
Retirement is our middle name
1How America Saves 2023, Vanguard.
2In 2022, in a report conducted by Coalition Greenwich, plan sponsors in the study named Vanguard as the number one recordkeeper in terms of overall satisfaction.
3Compares the action rates of Vanguard participants who received our Personalized Participant Journey emails versus those participants who received the same message in a standard email, for the 12 months ended December 31, 2022. Source: Vanguard, December 31, 2022.
All investing is subject to risk, including the possible loss of money you invest.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.