Our recordkeeping transformation
The groundbreaking evolution of our full-service DC plan business includes the world's first fully cloud-native recordkeeping technology platform. You'll find consultant-specific content here and updates for you and your clients on our transformation webpage.
This reference provides detailed information on Vanguard’s enhanced service model so you can help your clients thoroughly evaluate recordkeeping services from Vanguard.
Vanguard and Infosys
In this video series, senior leaders from both firms address the working framework for tech development, service transition, and ongoing oversight.
All cloud platforms are not made the same. Learn how to tell one from another and why the right cloud technology, paired with an innovative development process, can make all the difference for your clients and their participants.
Cloud-native, microservices, API—terms like these are cutting edge now, but eventually, they'll be commonplace in recordkeeping discussions across the industry. Here’s what they mean.
This guide gives an overview of current cloud technology and suggests questions that can help you better understand what various capabilities mean for your clients and distinguish between technologies used by different providers.
Advice and financial well-being
This website gives a comprehensive look at Vanguard’s retirement income solutions and provides expert commentary on a variety of topics.
Visit our plan sponsor site for an in-depth look at our advice and guidance options, including situational advice and digital and hybrid account management.
Vanguard recently lowered fees for our Target Retirement Trusts by 5% to 10% across the board. Learn how our pricing philosophy leads to lower costs and how we additionally strive to improve financial well-being for your clients’ participants.
This article looks at the role of high-quality bonds in long-term portfolios, including Vanguard’s Target Retirement series, and examines potential trade-offs of strategies designed to increase yield, such as changes to duration, quality, or asset allocation.
Vanguard experts talk TDF strategy and answer plan sponsor and consultant questions in these Q&A excerpts from our most popular webcasts.
Vanguard believes that material ESG risks can reduce long-term value creation in portfolio companies. Learn three ways we consider ESG factors in our product design and investment processes.
Take a look at what’s been driving down TDF costs over the years and learn why low costs are just one way Vanguard strives to improve outcomes for our TDF investors.
Sara Devereux, the new global head of Vanguard Fixed Income Group, shares her views with Greg Davis, our chief investment officer, and John Hollyer, our retiring global head of fixed income.
This paper provides an in-depth look at Vanguard's rigorous vetting process that assesses a manager's firm, people, philosophy, process, and performance.
Source: Vanguard Institutional Advisor's Alpha™: Quantifying the value of a financial professional, Vanguard, 2021.
Disclosure: All investing is subject to risk, including the possible loss of the money you invest. Investments in Target Retirement Funds and Trusts are subject to the risks of their underlying funds. The year in the fund or trust name refers to the approximate year (the target date) when an investor in the fund or trust would retire and leave the workforce. The fund or trust will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. The Income Fund/Trust and Income and Growth Trust have fixed investment allocations and are designed for investors who are already retired. An investment in a Target Retirement Fund or Trust is not guaranteed at any time, including on or after the target date.
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.
The Vanguard collective trusts are not mutual funds. They are collective trusts available only to tax-qualified plans and their eligible participants. The collective trust mandates are managed by Vanguard Fiduciary Trust Company, a wholly owned subsidiary of The Vanguard Group, Inc. Investment objectives, risks, charges, expenses, and other important information should be considered carefully before investing.
For institutional use only. Not for distribution to retail investors.