Introduction
The Vanguard Group, Inc.
www.vanguard.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #4 | $514,160 | |||
401(k) | $425,513 | |||
403(b) | $29,968 | |||
457 | $1,475 | |||
NQDC | $2,953 | |||
All Other | $54,251 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #6 | 5,075,370 | |||
<$10MM | 339,776 | |||
$10MM – $50MM | 330,029 | |||
>$50MM – $200MM | 587,568 | |||
>$200MM – $1BMM | 1,361,735 | |||
>$1B | 2,456,262 |
Service Offerings | |
---|---|
New client restrictions | Plan size restrictions may apply; contact provider for details. |
Multiple service models | Yes |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 6 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 8:30 a.m. - 9 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | Financial Engines |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Proprietary system |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |