Vanguard Plan Sponsor Services for 403(b) Plans
Vanguard 403(b) Services is a simple way for you to offer the benefits of a world-class plan to your employees.
Top-notch sponsor services 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 record keeping 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.
Why Vanguard 403(b) is the right choice for plan sponsors
Services included
Dedicated support and tools to help plan sponsors manage with confidence.
- Plan setup assistance from day one
- Ongoing support from a dedicated plan sponsor team
- Customizable, on-demand plan reporting
- Automated TPA fee and expense remittance
- Flexible mutual fund lineup, including outside fund option
Easy online plan management
Manage your plan duties simply and securely online.
- Enroll plan participants
- Process plan contributions
- Generate on-demand reports
- Approve participant transactions
- Track Roth 403(b), employer, and vesting contributions
Broad investment options
A diversified, low-cost lineup with the flexibility to meet participant needs.
- Access a diversified portfolio of low-cost Vanguard mutual funds
- Save more with Admiral™ share class pricing on select funds
- Offer investments from outside companies for added flexibility
The smart choice for cost & fees
A simple, transparent fee structure designed to keep costs low.
- Straightforward pricing that compares favorably with competitors
- No asset-based fee for plan sponsors
- A proven history of lowering investment costs — The Vanguard Effect®
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.