It’s official! Your Vanguard 403(b) Services account’s move to the Ascensus recordkeeping platform is complete.
You can now access all the functionality of your account by logging on with your existing username and password.

Welcome to Ascensus.
We're looking forward to helping you save for what matters.

In mid-November, your Vanguard 403(b) Services account will automatically move from Newport to the Ascensus recordkeeping and administrative services platform, and we're so glad you're coming. We're focused on setting you up for a smooth and easy move—so you can stay focused on saving for your future.

Important dates
What you need to know

Wherever you want to be, we can help you get there.

Everyone deserves to feel financially secure. Ascensus is committed to delivering the expert support you expect, personalized technology, and new ways to save. You’ll continue to enjoy the high-quality customer service and award-winning web experiences you have today—with ongoing enhancements to come. Wherever you want to be, we’ll help you get there.

We're making it easy.

No action is required on your part for your account to move to Ascensus.*

Your service team will still be available to assist you at the same phone number you use today:
800-569-4903

Your website username and password will still work, even after your account has moved to Ascensus.

You'll still go to www.vanguard.com to log in to your Vanguard 403(b) Services account.

You'll experience enhancements to the participant website over time.

Important dates

September

Review helpful resources

As your plan gets closer to migrating, we'll be in touch to ensure you know exactly what to expect. Consider bookmarking this site so you can easily refer back to it for the latest information.

In case you missed it, you can view the first update here.

September Plan Participant Migration Update Email

September Plan Participant Migration Update

October

Review pre-migration update

Read the latest update ahead of your account’s move next month.

October Plan Participant Migration Update Email

October Plan Participant Migration Update

November 7

Last day to request a distribution online

This is the last day to request a distribution or loan (if applicable) through the participant site until after the migration is complete. Requests must be made by 4:00 p.m. ET.

November 8

Last day distribution requests will be processed

This is the last day distribution requests received in good order will be processed until after the migration is complete.

November 9

Last day to request transactions

This is the last day to request transactions, including exchanges, until after the migration is complete. Requests must be made before 4:00 p.m. ET. Access to your online retirement account will also be paused as we begin the migration. 

November 10

The migration begins

We're working to ensure the move to Ascensus is smooth and easy.

November 10-13

You'll experience a brief pause in access while we securely migrate your plan

Your assets will remain invested in the market during this period, but you'll be temporarily unable to make changes to your account.

Your investments, contribution amount, investment elections, and any loan arrangement (if applicable) will remain the same.*

If you're invested in a model portfolio, your investment allocation will remain the same.

Week of November 13

Regain account access

Your Vanguard 403(b) Services account information and transaction capabilities are again available.

Log in at www.vanguard.com with your existing username and password to view your balance, confirm your savings rate is accurately reflected, and ensure your beneficiary information is up to date.

If applicable, re-establish or opt in to automatic account rebalancing by going to Shortcuts > Schedule and Automatic Rebalance.

November Plan Participant Go Live Email
November Plan Participant Go Live Direct Mail

Here's what you need to know.

In 2022, Newport became part of a unified organization with Ascensus, a premier tax-advantaged savings program provider.

Over the weekend of November 10, 2023, your Vanguard 403(b) Services account will move to the Ascensus recordkeeping and administrative services platform. We look forward to supporting you as you continue to save for retirement.

Many of the experiences and features you value today will remain the same. For instance:

  • You'll still call the same participant services phone number for help with your account
  • The username and password that you use to log into your account today will still work after your account moves to Ascensus
  • The web experience you're accustomed to will also be very similar once your account moves to Ascensus.

Nothing! There is no action needed on your part at this time. Your account will automatically be transferred to the Ascensus recordkeeping platform on November 10, 2023. If any action is required, you'll be informed. Your personal data will always be safe and secure. As a reminder, the website username and password that you use on vanguard.com today will still work.

Yes, however as we prepare to securely move your account to the Ascensus recordkeeping platform, there will be a short period of time during which you cannot request transactions. Refer to the Important dates section of this website for more details.

After the migration to the Ascensus recordkeeping platform all fund allocations must follow the same fund selection for each source.  All future investments will follow the direction you have established for your pre-tax contributions.  If you do not have fund allocations set for pre-tax, we will use your Roth or after-tax fund allocations for any future contributions.  If you only have profit sharing fund allocations, those will continue to be used going forward. Your current balance will remain in your current investment funds. 

For Example:

Fund

Current Pretax Allocations

Current After-tax Allocations

Future Pretax Allocations

Future After-tax Allocations

A

20%

 

20%

20%

B

20%

 

20%

20%

C

 

50%

 

 

D

60%

 

60%

60%

E

 

50%

 

 

*After migration, all investment elections must be in whole percentages or whole dollar amounts. If your current contribution or investment election includes fractional percentages or dollars, please adjust to whole values prior to November 9.

READYSAVETM mobile app

Wherever you are in your retirement journey or in your day, READYSAVE can help you stay on track toward your goals with personalized insights and guidance–anytime, anywhere. Get secure, one-touch access to your account with READYSAVE. Offered in English and Spanish. Available for iOS and Android.

READYSAVE video

Financial wellness for your complete financial picture.

A well-rounded financial strategy includes saving for retirement—as well as managing debt, establishing an emergency fund, and budgeting for life events such as a new baby, college tuition, or buying a house. Financial Finesse, the country’s largest independent provider of unbiased workplace financial wellness programs,1 helps you build confidence in all aspects of your finances:

  • Virtual financial coaching with Aimee
  • Start with your personalized financial wellness score
  • Support your success with extensive tools and education
  • Track your progress with a dynamic action plan

 

1Source: Financial Finesse, 2020.

Transition Resources

Learn more about what you can expect.

Frequently Asked Questions