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What size must a retirement plan be to get Vanguard recordkeeping?


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Posted

For a 401(k)-style retirement plan to get recordkeeping services at Vanguard (not Ascensus), what size and other conditions must a plan meet?

Any anecdotal information would help me.

Thank you for your neighborly help.

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

Posted

Thank you, this is wonderfully helpful.

Is $50 million in plan assets enough? Or, must it be $50 million in Vanguard funds?

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

Posted

Last time I looked at their website they were only offering various IRA's, SEP's and 403(b) services.  I don't recall seeing any minimums, but I did not think they were doing any other type of record keeping without going through Ascensus.

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