Our innovative recordkeeping solutions include:
- Flexible plan features
- Brokerage options
- Personalized advice
- Financial wellness resources
- Health savings
- Nonqualified plans
- Equity compensation
- Student loan debt services
Retirement plans
77
%
of plan participants had access to personalized advice in 2022.1
#1
in overall recordkeeping satisfaction by plan sponsors.2
2
X
In 2022, participants were two times more likely to take action because of our individualized approach.3
Build the right lineup for your clients with our flexible, unbundled plans.
Looking for services for small and midsized plans?
Vanguard offers flexible recordkeeping and proven investments for small and midsize plans.
Support for you and your clients
Tap into these powerful resources to make your job easier:
- Request for proposal (RFP) and request for information (RFI) support for your due diligence process.
- Up-to-date perspectives on the regulatory environment from our government relations team.
- Guidance on fiduciary best practices and plan governance.
- Access to Vanguard's research and investment experts.
- Timely updates on critical market developments.
- A consistent point of contact.
Contact ConsultantRelations@vanguard.com for more information
All-in costs tell the real story
When evaluating providers, look beyond record keeping fees and compare the all-in costs, including advice and ancillary fees. Vanguard's all-in pricing approach reflects our commitment to price transparency.
Comparing the total costs of retirement plans
Source: Vanguard calculation based on hypothetical data for illustration purposes only.
Technology
Cloud-native platform
- We're among the first recordkeeping providers to build a fully cloud-native platform.
- Our cloud-native platform will help us improve our time to market and provide better scalability, enhanced flexibility, and a fully reimagined retirement plan experience for your clients and their participants.
- When our transition is complete, we will have recoded our entire recordkeeping system for the cloud.
Cybersecurity
Protecting participant accounts is one of our most critical responsibilities as a recordkeeper. To counter online threats we combine industry standards with proprietary tools, forming a continually evolving, multilevel security program.
We back that 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 Vanguard is at fault.
Web tools
We've tailored our websites to cater to our diverse audience segments:
- Consultant Hub for you to monitor your book of business and directly access the resources you need.
- Participant site for participants to monitor their accounts and perform transactions.
- Education resource site with retirement resources and articles for your participants.
- My Plan Manager for plan administration and reporting.
Retirement is our middle name
Our Strategic Retirement Consulting (SRC) team integrates data, expertise, and thought leadership to deliver comprehensive consulting experiences. SRC provides customized recommendations that can lead to better outcomes for your clients.
Questions
Email ConsultantRelations@vanguard.com or contact your Vanguard representative.
1How America Saves 2023, Vanguard.
2In 2022, in a report conducted by Coalition Greenwich, plan sponsors in the study named Vanguard as the number one recordkeeper in terms of overall satisfaction.
3Compares the action rates of Vanguard participants who received our Personalized Participant Journey emails versus those participants who received the same message in a standard email, for the 12 months ended December 31, 2022. Source: Vanguard, December 31, 2022.
All investing is subject to risk, including the possible loss of money you invest.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.