Advisor and TPA support

Coordinating organizations and individuals that support your retirement plan can be a difficult task—but it’s vital to the pursuit of a successful plan. You need a retirement plan provider whose platform fosters good communications and processes across multiple teams. Collaboration with you, your financial professional, and/or your third-party administrator (TPA) can enhance your plan and help enable exceptional administrative support. Vanguard Retirement Plan Access™ is designed to efficiently and effectively work with your partners.

 

Advisor support

Advisor support 

Your financial professional plays an important role in your plan, with invaluable support that often includes selecting and monitoring funds, serving as an investment fiduciary, assisting with plan design, creating investment policy statements, and providing participant education. With Vanguard Retirement Plan Access, you can couple advisor expertise and retirement plan support with one of the most trusted names in the industry.

TPA support

Your priority is your business. You don’t need distractions or challenges with your retirement plan to muddle your focus. Your TPA and Vanguard can help you create the most effective retirement plan possible—including creating a plan design that meets the needs, objectives, and budget of your organization.

TPA support 

Designed to work collaboratively for maximum efficiency, your TPA’s role includes:

  • Contribution processing, census data updates, and participant transaction processing.
  • Form 5500 preparation.
  • Plan compliance testing.
  • Plan document support.

 
 
 

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