Sponsor support

Support you get with Vanguard

The retirement environment is complex and ever-changing. In addition to requiring a detailed understanding of multiple topics, you’re also subject to significant accountability with your plan. It can be overwhelming. You need a retirement plan provider with deep expertise to offer you guidance and daily support.


Fiduciary guidance

Your fiduciary responsibilities are more than just a checklist. Vanguard has the resources and experts to help you handle your obligations. With resources such as the quarterly Planillustrator report, which provides a broad overview and analysis of your plan’s performance, to the annual Fiduciary Benchmarks report for benchmarking fees, plan design, and participant success measures, you can learn where your plan stands. And our ERISA team of more than 40 attorneys, CPAs, and technical consultants provides guidance on legislation and regulatory issues, and monitors industry developments to keep you in the know.


Deep expertise

Sifting through what you should know about the retirement and investing industry and your plan can be a complicated process. You can get help from an industry leader to focus on the important trends and topics. Access Vanguard expertise combined with helpful tips and education through:

Support you get with Vanguard   Support you get with Vanguard   Support you get with Vanguard

Newsletters with relevant articles, videos, research, and commentary on retirement topics and trends.

The institutional.vanguard.com website with access to in-depth research and commentary from Vanguard and industry leaders.

Webinars, live webcasts, and video when timely issues and important topics arise.


Dedicated resources

By turning to Vanguard Retirement Plan Access™ , you can let us worry about the details so you can focus on your business. Using a service model that champions both personal attention and specialized expertise, Vanguard Retirement Plan Access offers the support you need at crucial points of your plan’s development. You’ll have an experienced account executive assigned to your plan and your service will reflect retirement best practices based on industry experience. You'll have ongoing reporting, investment information, tools for menu analysis, and many resources to help you manage your plan and keep your participants on track for retirement.


Compliance assistance

Our compliance services group helps you meet your plan’s varied compliance obligations. You’ll appreciate their expertise and deep understanding of legislative and regulatory requirements and you’ll be kept informed about relevant developments in Washington. Compliance services include:

  • Real-time compliance testing via the web.
  • Form 5500 preparation.
  • IRS for 1099-R preparation and support.
  • ERISA consultations.
  • Annual reporting package to support plan audit.


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