PlanIQ uses governed data sources and follows Vanguard's standards for responsible innovation, data governance, privacy, and security. Users can trace findings to their source materials.
See PlanIQ in action
Watch a benefits leader use PlanIQ to prepare for an important conversation about their retirement plan—starting with questions and ending with a clearer path forward.
2 minutes 5 seconds
Meet Sarah. She helps oversee her organization's retirement plan. This includes balancing day to day plan management with the strategic decisions that help employees prepare for retirement.
Today, she has an important retirement plan meeting with leadership and needs answers to a list of questions. Some of her questions are straightforward.
Others require a deeper understanding of what's happening across the plan.
Finding those answers takes time. Understanding what they mean and what to do next can take even longer. Instead of spending valuable time gathering information, Sarah starts with PlanIQ. First, she asks about beneficiary designations. She quickly identifies participants who still need a beneficiary and generates a report for targeted outreach.
One question answered, one task moving forward.
Next, Sarah wants to understand how participant saving behaviors are changing and where she should focus next. PlanIQ quickly delivers a clear visual summary. It reveals participant trends, how her plan compares with benchmarks, and potential opportunities for improvement.
The insights tell an easy to understand story and help her focus the conversation on what matters most. The trends raise another question. What's influencing those behaviors in the first place? PlanIQ connects plan documents, participant data, and benchmark insights.
All of it helps Sarah understand what's driving participant behavior, uncover opportunities, and guide a more informed discussion. It's meeting time, and Sarah is ready. She has a clearer understanding of plan performance, the factors influencing participant outcomes, and the opportunities worth exploring. Now she can confidently lead the discussion, align on priorities, and guide decisions that move the plan forward.
That's the vision behind PlanIQ.
Plan intelligence for confident decision-making.
How PlanIQ is different
Retirement plan information often lives across reports, dashboards, and documents, making it difficult to see the full story. PlanIQ brings those sources together into a single AI-powered tool, making it easier to uncover insights, understand what’s driving results, and identify opportunities for action.