As I’m sure you’re well aware, holiday season is fast approaching, and the scramble of shopping, baking, and hosting gatherings will make our busy lives even busier. The last thing you need is to be held up late at the office with busywork.

Having worked with our clients for over 30 years, I’ve become all too familiar with the competing daily responsibilities a plan sponsor must juggle. The next release of Vanguard’s new plan sponsor website, Vanguard My Plan Manager™, will streamline these tasks with more available capabilities designed for your convenience—just in time for the holidays.

If you were introduced to My Plan Manager earlier this year, you’ve been toggling between the Plan Sponsor Bridge® and My Plan Manager as content is gradually updated and transferred over to the new site. You’ll soon notice less switching back and forth, as we retire more components from the Bridge. Our transition to My Plan Manager is a testament to Vanguard’s commitment to keep up with the latest advances in technology.

A number of factors have gone into the design and building of My Plan Manager, but the common denominator has always been what’s best for the client. Considering our diverse client base, our plan sponsor site must be compatible with users of all market sizes and segments. We pored through much preliminary research to pinpoint areas in need of improvement, including aesthetics, plan analytics, and usability.

But the research didn’t end there. We carefully selected a small pool of clients to try out the new site-in-progress for several pilot releases. Their input has been invaluable, and they deserve warm thanks for helping us prepare for our first public rollout.

We continue with gradual releases because it allows us to continue to shape and adjust capabilities to align with the specific needs of each of our clients. Each page of the site links to an Opinion Lab, where clients are encouraged to provide feedback. It’s been a helpful way to address challenges and gauge satisfaction. And when I read words like “powerful,” “robust,” and “smart and sexy,” it reinforces my belief that we’re on the right track. I’d like to share with you some of the positive reactions we’ve received thus far:

“On the plan sponsor side, the level of reporting and the new updates that Vanguard has made to its plan sponsor website were great.”

“No question about it, especially with the redesigned Bridge, Vanguard from a technology standpoint is cream of the crop.”

“This employee overview page is chock full of helpful information that one had to go search for on the Bridge. Very helpful.”

While rewarding, the reassurance is no excuse for complacency, given the ever-evolving needs of our clients and non-stop innovations in technology. We’ve devoted considerable time and resources into My Plan Manager because our recordkeeping clients, who trust Vanguard with their businesses’ greatest assets, are well worth the investment. Try out My Plan Manager by pasting the following link to your browser: myplanmanager.vanguard.com. We’d love to hear what you think.

Note:

  • The experiences of these Vanguard clients may not be representative of the experience of other Vanguard clients and are not a guarantee of future investment performance or success.