401(K) PLANS AND RECORDKEEPING 

My Plan Manager™
for retirement plans

Use our insights and intelligent tools to
power smarter plans and stronger outcomes.

My Plan Manager is designed to simplify the complexities of retirement plan administration. With real-time plan analytics at your fingertips, you can effortlessly manage day-to-day operations while gaining the deep insights needed for strategic decision-making.

All your plan details in one place

My Plan Manager is your one-stop shop for plan administration and management: 

Streamline

Access all aspects of your plan—including participant data, investments, and more—in one place.

Simplify

Easily track, manage, and collaborate on daily plan administration tasks and projects.

Monitor

Gain powerful insights into plan health, investment performance, and engagement—all while tracking progress toward your goals.

Plan Health matters: How we help fuel better outcomes and your success

The Plan Health feature in My Plan Manager empowers you to monitor your plan’s performance and ensure your employees are on track to achieve financial well-being and retirement success. Easily make data-driven decisions with user-friendly, at-a-glance visuals that serve up plan analytics and insights, including:
  • Investment breakdown and performance
  • Participant engagement and sentiment
  • Vanguard plan and industry benchmark comparisons
  • Year-over-year trending statistics

Plan Health: Go from data to decision in minutes

See how Plan Health provides you and your team with the strategic insights you need to optimize your plan and help your employees achieve financial well-being.
Want to see what Vanguard's Plan Health reporting can do for you?
If you are already a valued client, contact your Vanguard representative today.