Plan administration

Working with your TPA

You have a business to run or an important role to fulfill in your organization. Managing your plan shouldn’t be time-consuming or frustrating. You need an accurate, effective plan that’s not a burden, and a high-quality recordkeeper with technical expertise. Let us worry about the details so you can focus on other priorities.

 

Administrative support

Administrative support

Rely on Vanguard Retirement Plan Access™ to help simplify your plan administration. Receive administrative support through Ascensus, a premier recordkeeping service and recognized industry leader for small to mid-sized plans.

Plan sponsors give Ascensus high marks for service


Five Stars


In the Cogent Research 2012 study, sponsors ranked Ascensus first in:

  • Precise and timely recordkeeping services.
  • Best-in-class plan sponsor service and support.
  • Easy to do business with.

Recordkeeping services

Recordkeeping services

Your easy-to-manage plan includes:

  • Real-time compliance testing and support.
  • Year-end preparation and support.
  • Census data updates via the plan sponsor website.
  • Contribution and online loan processing.
  • National payroll interface and monitoring.
  • Roth 401(k) and brokerage options.
  • An assigned single point of administrative contact.
  • Trustee services provided through Frontier Trust Company.


Notes:

  • 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 is not affiliated with Vanguard Marketing Corporation, The Vanguard Group, Inc., or any of its affiliates. Ascensus is a registered trademark of Ascensus, Inc.

 
 
 

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