401(k) plans and
recordkeeping

How we help plan sponsors

Retirement plan sponsors are under pressure to offer benefits that help guide their employees to improve their financial wellness and reduce their stress around money. Vanguard delivers with comprehensive retirement plan solutions that help your employees make the right moves with their finances. And we do it all by tailoring our solutions to your goals, business needs, and budget—and by making your job easier.

Your retirement plan, your way: 401(k) solutions built around your goals

Experience the difference of a tailored approach to recordkeeping with Vanguard. Count on insights, ideas, and execution to help you deliver retirement benefits that attract and retain top talent, support your employees no matter where they are in their financial journeys, and give you the greatest return potential on your investment.

And it's all delivered by dedicated retirement experts who seek to align with your business goals, reduce complexity, streamline workflows, reduce costs, and take work off your plate.

# 1

recordkeeper in terms of overall satisfaction¹

¹Coalition Greenwich, February, 2022.

# 1

manager of target-date assets²

²Based on assets under management. Vanguard and Morningstar, Inc., as of December 31, 2023.

98 %

client retention rate³

³Vanguard, as of December 31, 2024

Advanced tech, expert guidance: Your winning 401(k) combination

Imagine having the data, insights, and understanding you need to make plan decisions with ease. That's what you'll find when you partner with Vanguard. We'll do the heavy lifting when it comes to optimizing plan design, fulfilling your fiduciary responsibility, remaining compliant, and improving engagement and outcomes.

You and your team will benefit from:

A customizable digital experience with on-demand access to plan health metrics.
Real-time insights into participant retirement readiness, behavior, and sentiment.
A dedicated team of retirement experts who can provide meaning around that data and bring ideas to life to enhance your plan.

Researching recordkeepers? Look at how deep we go with our own research.

Each year, we study the financial behavior of nearly 5 million DC plan participants to give you insight into what drives better outcomes. Plan design, when coupled with deep research, can significantly enhance your retirement offerings. That's why we regularly use our research from How America Saves to consult with you on your plan and how it stacks up against the competition.

Cybersecurity, backed by a promise

One of our most critical responsibilities as your recordkeeper is to protect your participants. To counter online threats, we combine multiple industry standards with our own proprietary tools, creating a continually evolving, multilevel security program.

We back our security 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 we're at fault.

See how we help your employees

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