Steve Holman shares the valuable insights he gained at a recent Vanguard-hosted event for small-business plan advisors.
Why caution is warranted when it comes to adding annuity features to TDFs and other qualified default investment alternatives.
What differentiates Vanguard Retirement Plan Access (VRPA)—our service to small-market retirement plan sponsors and advisors—in the marketplace? Head of VRPA Steve Holman has the answer and provides inside perspective, in this Q&A.
Vanguard’s Martha King comments on the great progress already made in putting participants on the right path to financial security, but more will be done to improve plan design, investor behavior, and client experience.
Are you familiar with Vanguard Retirement Plan Access, our service for plan sponsors and financial advisors managing small-market retirement plans? Learn more about the business segment and its leader, former professional athlete Steve Holman.
Vanguard Retirement Plan Access can help advisors better serve their clients. This article highlights three informative 2018 blog posts designed to help advisors grow their business.
Would an “auto-annuitize” feature in a TDF benefit participants? Vanguard’s John Croke explains why this would require plan sponsors to base the annuity decision on limited participant information and suggests other changes plan sponsors could make within today’s regulatory environment.