Trustee administration

Because managing a pension plan isn’t limited to managing only investments.

Trustee services

As your directed trustee and plan fiduciary, we’ll take on these administrative tasks for you:

  • Accounting reports, consolidated.
  • Form 5500 financial information.
  • Plan income collection and disbursement; securities movement and control.
  • Maintenance and settlement of transaction records.
  • Providing online access so you can monitor account activity.

Payment services

We also offer dependable, flexible payment processing to meet fiduciary responsibilities, including: 

  • Disbursements.
  • Funding.
  • Audits.
  • Payment processing.
  • Survivor processing.

Ready to learn more about how we can help with your pension plan? Reach out for more information. 

Already working with us? Reach out to your account representative.

Advice services offered through Vanguard Institutional Advisory Services are provided by Vanguard Advisers, Inc., a registered investment advisor.