FOR PLANS WITH LESS THAN $50 MILLION
Quality full-service offerings aren’t just for the “big guys.” They’re for everyone.
Flexible options. Exceptional service.
Our recordkeeping services help participants stay on track and stay informed.
Flexibility is at the core of our retirement readiness offering. We invest in the technology and people to incorporate all the features that sponsors want in a plan, adapt quickly to legal and regulatory changes, and offer the opportunity to integrate with the top companies in financial wellness, brokerage, and other services.
We never look at our capabilities and say that they’re “good enough.” We’ll follow any path to improve investor outcomes and innovate continuously to meet your ever-evolving needs. But in doing so, we don’t chase flashy trends or the latest “thing.” Our innovation begins and ends with what we believe is in the best interest of our investors.
Paving the way for participants
Derived from more than 30 years of understanding retirement needs, combined with the behavioral analysis of more than three million participants, our programs are designed to meet the specific needs of your employees.
Innovation: Our key to growth
The Vanguard Retirement Plan Access™ (VRPA) program has come a long way since it started over a decade ago. That’s because we’re constantly researching, learning, and innovating ways to improve the plan sponsor and participant experiences. As a result, we’ve been able to expand our small and midsize client base and increase participant savings.
Outcomes matter to us—and to you
Want to find out more about our recordkeeping capabilities?
1Ascensus, Client Satisfaction Survey, as of June 30, 2022
2Ascensus, Onboarding Satisfaction Survey, as of November 30, 2022
3Ascensus, Participant Satisfaction Survey, as of November 30, 2022
For more information about any fund, visit institutional.vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.
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 and Total Benefits Communications are not affiliated with Vanguard Marketing Corporation, The Vanguard Group, Inc., or any of its affiliates.
Ascensus is a registered trademark of Ascensus, Inc.