Top-notch services to save you time
When you choose Vanguard 403(b) Services, you're signing up for low costs, streamlined plan management, and a trusted partner.
The plan's premier administration and recordkeeping services are delivered through our partnership with Newport Group, a nationally recognized retirement services provider.*
Less time spent on plan administration means more time for managing your organization.
- Assistance with setting up your plan.
- Day-to-day support from a dedicated plan sponsor team.
- Comprehensive plan reports and customizable, on-demand reporting capabilities.
- Automated debit and remittance of authorized third-party administrator (TPA) fees and expenses.
- An option to set the mutual fund lineup, including funds from other companies.
Easy online plan management
The secure plan sponsor website helps you carry out your duties effectively. With online management tools, you can:
How your plan participants benefit
Vanguard 403(b) Services gives your participants the means to plan for financial security, including:
- Roth 403(b) contributions.
- Low-cost funds.
- Easy online account management.
About Newport Group
With more than 30 years of experience in retirement plans, insurance, and consulting, Newport Group supports 403(b) plan sponsors and their participants by providing the highest levels of flexible, responsive services.
Vanguard: A stable partner
When you select a plan partner, you want a long-term relationship. With Vanguard, you can rest assured we'll be there for you.
We began serving investors in 1975, started offering 403(b) plans in 1982, and have steadily grown into one of the world's largest and most respected mutual fund companies.
The Vanguard you count on with your money today will be the same one you can trust tomorrow.
Broad investment options
By selecting Vanguard, you have access to a diversified portfolio of low-cost mutual funds (including our lowest-cost Vanguard Institutional Target Retirement Funds), additional cost savings through the Admiral™ share class of mutual funds, and the flexibility to offer investments from other companies.**
The smart choice for costs & fees
The fee structure for Vanguard 403(b) Services is simple and compares favorably with the competition. What's more, there's no asset-based fee for plan sponsors. Our track record of lowering the cost of investing even has a name—The Vanguard Effect®.
Ready to set up your plan?
It's easy to get started with a Vanguard 403(b) Services plan for your institution. Just call 877-859-5756. We'll help you every step of the way.
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An employer that establishes a retirement plan to benefit its employees.
An individual or organization hired by a plan sponsor to run the retirement plan selected by the sponsor.
Anyone who contributes to a retirement plan, or is retired and receiving benefits from it.
A type of IRA that allows you to make after-tax contributions (so you don't get an immediate tax deduction) and then withdraw money in retirement tax-free as long as you meet the requirements.
The process by which employees gain nonforfeitable ownership of the retirement account balances or benefits contributed on their behalf by an employer. Full vesting rights, outlined in the plan, are gained over time; minimum vesting rights are established by law.
The sum total of your investments managed toward a specific goal.
A type of investment that pools shareholder money and invests it in a variety of securities. Each investor owns shares of the fund and can buy or sell these shares at any time. Mutual funds are typically more diversified, low-cost, and convenient than investing in individual securities, and they're professionally managed.
The strategy of investing in multiple asset classes (like stocks, bonds, and cash) and among many securities in an attempt to lower overall investment risk.
A fee determined by deducting a percentage of the assets held in an account. Although the percentage stays the same, the dollar amount deducted changes as the account balance changes.