SMALL AND MIDSIZE PLANS
Dedicated partnerships
Our mission is to put retirement readiness within reach for everyone. Let’s make it happen for your employees.
Expertise you need. A partner you can trust.
Let’s work together to deliver value for you and your employees.
Providing the right plans, right tools, and right resources is what we do. But that’s not all we do. Working with advisors and third-party administrators (TPAs), we provide the expertise to build the best retirement plan possible.
Bringing financial advisors and TPAs to you
We bring you a flexible service model that provides the expertise you need, including your choice of an advisor or TPA. Let’s meet these key players:
Advisors offer investment expertise, 401(k) plan oversight, and access to resources that can help your employees reach their goals.
TPAs can assist you with compliance testing and other administrative services to help maximize the benefits of your plan.
Offering options that make sense
We believe small and midsize businesses deserve access to the same low-cost, high-quality investments as everybody else. That requires a partner who prioritizes participants’ interests above their own.
Our investment platform can put participants on the path to retirement readiness—even if that journey includes third-party options.
For more than a decade, VRPA has been dedicated to giving those working in small businesses the quality of retirement plans typically exclusive to participants at large companies. Today, when our sense of security is being tested at every front, we want planning for financial well-being to be one less worry.
Mark Sokol, Principal
Vanguard Retirement Plan Access
Let’s connect
Want to learn more about how partnering with Vanguard is a smart choice?
Are you a financial advisor or TPA looking to partner with Vanguard? Great! Reach out to your Regional Director.
For more information about any fund, visit institutional.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 are contained in the prospectus; read and consider it carefully before investing.
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.
Retirement plan recordkeeping and administrative services are provided by The Vanguard Group, Inc. (VGI). VGI has entered into an agreement with Ascensus, Inc., to provide certain plan recordkeeping and administrative services on its behalf. Ascensus and Total Benefits Communications are not affiliated with Vanguard Marketing Corporation, The Vanguard Group, Inc., or any of its affiliates.
Ascensus is a registered trademark of Ascensus, Inc.