#1
largest independent recordkeeping services provider in the United States1
There's not much for you to do and many of the features and services you and your employees value today will continue to be part of your experience going forward. In mid-November, your plan will be automatically migrated to the Ascensus recordkeeping and administrative services platform. The Newport Trust Company will continue to act as the custodian for your plan.
Over time, your experience will continue to evolve, with future enhancements making it even easier for you to manage your plan and encourage better savings practices for your employees.
For over 40 years, Vanguard has remained committed to providing low-cost retirement plan solutions that help employees reach their savings goals. In 2017, Vanguard teamed with Newport to expand and enhance the 403(b) retirement service program. In 2022, Ascensus and Newport became part of a unified organization under Ascensus, a premier tax-advantaged savings program provider.
Soon, you and your employees will benefit from the best possible technology, service, and expertise our respective organizations have to offer.
Everyone deserves to feel financially secure. Ascensus is here to help more people get there. For more than 40 years, we've partnered with leading financial institutions. This includes teaming with Vanguard for more than a decade to serve organizations like yours and help participants prepare for a more secure retirement.
largest independent recordkeeping services provider in the United States1
“Best in Class” awards, for retirement plans up to $200 million. Most won among all retirement plan providers for plans up to $50 million.2
years of industry experience3
In assets under administration3
retirement plans administered3
retirement plan participants served3
2022 Retirement Leader of the Year in the With Intelligence Mutual Fund & ETF Awards4
Winner in the recordkeeper category in the 2023 PLANADVISER Retirement Plan Adviser Survey5
1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2021. March 2022.
2PLANSPONSOR. 2022 Defined Contribution (DC) Survey. March 2023.
3As of June 30, 2023.
4With Intelligence. With Intelligence Mutual Fund Industry & ETF Awards. June 2022.
5PLANADVISER. 2023 Retirement Plan Adviser Survey. March 2023.
Over the next several months, we'll share more information about key milestones and what you can look forward to. Consider bookmarking this site, and as we get closer to your plan's migration, visit it anytime for the latest updates and new resources.
Your fees will not change, and you do not need to sign any new documents or service agreements. The updated documents have been posted to your sponsor website and are available for you to review.
For a migration timeline and additional details, visit your Timeline page.