Retirement
Securing retirement
Retirement issues can be challenging. That’s why our approach to helping our clients with them is straightforward. We aim to deliver personal experiences that help individual investors—and institutional investors and financial advisors that offer retirement plans and advice—achieve their goals.
Meeting the challenge of retirement
Individual investors
Strategies and services that meet diverse needs
Whether they’re just starting on the road to retirement, already retired, or anywhere along the journey, we empower individual investors to tackle retirement with confidence.
Institutional investors
Serving the needs of large businesses
We offer an array of services to help large businesses construct and deliver world-class retirement plans that attract and retain employees. In addition to traditional 401(k) plans, we serve the recordkeeping needs of 403(b), 457, and other defined contribution and nonqualified plans.
Financial advisors
Serving the needs of small and midsize businesses
Vanguard Retirement Plan Access™ (VRPA) helps financial advisors serve the needs of small and midsize businesses through simple, low-cost 401(k) and 403(b) plans, as well as other types of retirement plans.
Vanguard Retirement Optimizer
Vanguard Retirement Optimizer helps financial advisors quickly create, test, and refine robust retirement scenarios. It simplifies the allocation of assets based on investors’ long-term goals and risk tolerance, enabling advisors to spend more time helping their clients with other critical challenges.
Notes:
All investing is subject to risk, including the possible loss of the money you invest.
The Retirement Optimizer financial planning tool provides projections and goal achievement forecasts that are hypothetical in nature, provided for informational purposes only, and are not guarantees of future results. It does not constitute investment advice or a fiduciary investment recommendation from Vanguard to any client of a third-party financial advisor.
© 2021 The Vanguard Technology Solutions, LLC. All rights reserved.
