Participant education resources


Today. Tomorrow. Always.

Every participant’s journey to retirement is different. We’ll supplement your participant education strategy with resources that can help guide participants to take the next step wherever they are in their journey. Both you and your participants can count on the information they need, where and when they need it. 

It all starts with enrolling in the plan. But did you know that 27% of employees do not take advantage of their plan benefit?*

Enroll is an education program designed to provide employees with the guidance they need to overcome intertia and join your retirement plan.

Follow these two easy steps to get your employees enrolled today:
Confirm that your employees are eligible to enroll and that they have received their personalized enrollment booklet.
Download the customizable enrollment presentation to support your employees in their enrollment process.
*Vanguard, How America Saves 2022: Small Business Edition.

Plan enrollment tools and resources  
Plan website
Web registration flyer At your fingertips
Join flyer Stop. You're missing out.
Customizable presentation  Customizable enrollment presentation
Online education Learn about money
Video - Participant website demo  Video - Participant website demo

The Save program is designed to educate participants about the value of saving more, and what might be an appropriate saving rate.

Saving for retirement is an ongoing endeavor. To best understand how much to save for retirement, we recommend your employees tap into several educational resources before taking action. 

Follow these two easy steps to get your employees educated on saving:
A great starting point is our online education center that highlights different aspects of saving in retirement. 
We then suggest your employees model different savings scenarios through the contribution increase calculator, which demonstrates the impact of changing one’s saving rate. Keep in mind, retirement savings goals evolve and economic factors are always changing, so we suggest employees should revisit their saving rate on an annual basis. 

Saving tools and resources  
Plan website
Save brochure Be a super saver
Online education site Learn about money
Roth brochure Give yourself a break in retirement

Invest is designed to help your participants achieve investment success by focusing on the fundamentals of investing. We can help them make sure they are more properly invested through these valuable resources.

The investing resource center serves up a host of educational resources to steer your employees through the critical investing decisions.

Investing tools and resources  
Plan website
Investor questionnaire Investor questionnaire allocation recommendations
Online Education Learn more about money
Investing basics Puzzled about investing?
Weather the markets What to do when the markets drop
Vanguard TDF  Learn about Vanguard target date investments
Target Retirement Fund basics videos  How it works
How to pick one 
What happens at the target date?

The Retire program is comprised of strategies to help make your participants’ savings last through retirement. We have taken these retirement resources and created an easy-to-follow retirement guide. We recommend sharing this guide with your employees.

When your employees retire, they finally get to spend the money they’ve spent a lifetime saving and it is not the time to guess. Your employees’ retirement spending plans should account for their needs, resources, and goals.

“How much do I need?” is an often-asked question among pre-retirees. The retirement income calculator can help your employees answer this important question. The Retire program is comprised of strategies to help make your participants’ savings last through retirement. Our retirement income center has a host of resources to help your employees get a better understanding of the critical steps needed for a more successful retirement. 

Retire tools and resources  
Plan website
Online education Learn about money
Retirement income center
What's next Your retirement plan savings

Participant online education
Get help from Vanguard for your participants’ retirement and other financial goals through Vanguard online education. 
Quarterly webinars
Employees can learn about joining the plan and other retirement topics during webinars presented by Vanguard representatives.
Ready to see how participant education resources can help support you and your business?
Already a client? Contact your representative today.

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

For more information about Vanguard funds, visit 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.

Target-date investments are subject to the risks of their underlying funds. The year in the investment’s name refers to the approximate year (the target date) when an investor would retire and leave the workforce. The investment will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. A target-date investment is not guaranteed at any time, including on or after the target date.