Expertise and insights

We deliver all the tools and information you and your participants will need to make the decisions that matter most. 
At Vanguard, we put our expertise and insights to work for you so you can build a strong plan design that can get results. We believe a cornerstone of that design should include automatic solutions. How America Saves 2023 tells us that features like automatic enrollment and automatic increase can help participants save more effectively and see better outcomes.

Dedicated expertise and insight to help you lead 

By your side through thick and thin.
Combining advanced AI, analytics, and benchmarking, we’ll help ensure that each participant’s future is on track. What’s more, you’ll always have dedicated expert assistance at your side to help with every task and every decision, every step of the way.  

Enjoy white-glove service 

At Vanguard, you’ll have a team of experts that works with advanced AI to gather and analyze extensive data revealing how account activity leads to different outcomes. We use those insights to show your participants the steps they could take to live their best financial lives—before they even have to ask. And behind the scenes you’ll also get:

  • Guidance from industry experts made up of specialists in ERISA regulations, communications, and deep analytics.

  • Timely reports on plan effectiveness that spotlight participant progress and areas where engagement and progress could be improved. 

Data and powerful analytics that lead to smarter decisions 

Your recordkeeper should be able to give you the information you need to find the right answers. And that’s great, because it’s why we’re here! We’ll do the research, sift through the data, and provide the insights to help you expertly administer your plan and lead your participants to retirement success.

  • Our data, analytics, and AI can help you set up plans that can do the most good for your participants by encouraging them to stay excited about their retirement preparation.

  • Our advice services can help your participants remain calm when the markets are volatile, helping them avoid costly mistakes, and continue to provide value when markets are doing well.

  • Our plan sponsor website, Vanguard My Plan Manager™ (MPM), provides a robust sponsor experience that simplifies plan administration and boosts plan productivity—while giving you the insights to drive better outcomes.
Ready to learn more about how our recordkeeping services deliver value for you? 
Already a valued client? Contact your representative. 

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

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. VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses.