TARGET-RETIREMENT STRATEGIES

Implementation and support

Vanguard can make implementation easy

When you offer Vanguard Target Retirement Income and Growth Trust plus the Equity Landing Point (ELP) tool, you can choose the level of support from us that best meets your needs. 

A sample communications timeline

Participant marketing communications and support

We have campaign-ready participant materials you can use to promote the new trust and tool to your participants.
  • Brochure describing trust choice
  • Intranet article with enrollment link
  • Promotional email
Contact your representative to discuss these materials.
We're here to help

Your Vanguard team can answer your questions and pave the way for a smooth implementation process.

 

Let's get in touch

All investing is subject to risk, including the possible loss of the money you invest. 

For more information about Vanguard funds, visit vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing. 

Investments in Target Retirement Funds and Trusts are subject to the risks of their underlying funds. The year in the fund or trust name refers to the approximate year (the target date) when an investor in the fund or trust would retire and leave the workforce. The fund/trust will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. The Income Trust/Fund and Income and Growth Trust have fixed investment allocations and are designed for investors who are already retired. An investment in a Target Retirement Fund or Trust is not guaranteed at any time, including on or after the target date. 

Vanguard Target Retirement Trusts are not mutual funds. They are collective trusts available only to tax-qualified plans and their eligible participants. Investment objectives, risks, charges, expenses, and other important information should be considered carefully before investing. The collective trust mandates are managed by Vanguard Fiduciary Trust Company, a wholly owned subsidiary of The Vanguard Group, Inc.