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Recordkeeping

An intentional approach to client success

A strategic partnership that prioritizes client outcomes

Together, Vanguard and our consultant partners can achieve a shared mission: to give investors their best chance for success.

By aligning with on what matters most to your plan sponsors and their participants, we deliver value through transparency, continuous innovation, and a relentless focus on client outcomes. Our mission shapes everything we do, from how we measure success to how we serve your clients.

Recordkeeping built for total financial well-being

Employees aren't saving for retirement in a vacuum. That's why our recordkeeping platform is intentionally designed to support a participant's full financial journey, with every element working together to help promote financial well-being.

From our investment products and advice services to our website and personalized experiences, we surround our participants with a clear and thorough approach to achieving financial success.

The result is Vanguard Well on Your Way® a comprehensive, integrated program that brings together the best of Vanguard to help participants address their complete financial pictures.

At Vanguard, financial well-being isn't a feature. It's the foundation for our entire recordkeeping platform.

Participant outcomes

We approach everything we do with a clear focus on helping participants achieve the best possible outcomes by setting them up for success.
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Specialized support

Our recordkeeping model adapts to each plan sponsor's unique needs because no two organizations are the same.
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Personalized experiences

We design experiences that adapt to individual needs, preferences, and life stages, so participants can take meaningful steps toward financial wellness.
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Let’s talk

Your Vanguard team is here to offer guidance and support to help you and your clients achieve the best possible outcomes. Enter your email below and we’ll be in touch shortly.
Consultant partnerships Go to Participant outcomes

All investing is subject to risk, including the possible loss of the money you invest.

Advisory services are provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Eligibility restrictions may apply. VAI cannot guarantee a profit or prevent a loss.