Institutional.vanguard.com



Advisor sample send text [Subject Line]Your employees deserve Vanguard Retirement Plan Access[Body]Dear #Plan Sponsor#,#Advisor Company# is excited to share information about our retirement plan program powered by Vanguard Retirement Plan Access?. We have a unique retirement plan for you and your employees that harnesses the power of Vanguard mutual funds, including target-date funds and ETFs.By utilizing Vanguard funds, you can provide employees with investment options, featuring some of the lowest expense ratios in the industry*, which help them keep more of what they earn for retirement. With Vanguard Retirement Plan Access, you can couple our advisory expertise with one of the most trusted names in the industry. We can provide invaluable retirement plan support that includes:Selecting and monitoring funds.Serving as an investment fiduciary.Assisting with plan design.Creating investment policy statements.Providing participant education.We’d love to share more about this program and what we can do to assist you with your retirement plan needs. We value our partnership and look forward to working with you.If you have any questions, please feel free to call us any time at #xxx-xxx-xxxx#Sincerely, #Advisor_Name#Phone: #Advisor_Phone# Email: mailto: #Advisor_ Email#*As of December 31, 2017, Vanguard average mutual fund expense ratio: 0.11%. Industry average mutual fund expense ratio: 0.62%. Vanguard average ETF expense ratio: 0.08%. Industry average ETF expense ratio: 0.31%. All averages are asset-weighted. Industry averages exclude Vanguard. Sources: Vanguard and Morningstar, Inc.All investing is subject to risk, including the possible loss of the money you invest.For more information about Vanguard funds, visit institutional. or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.Vanguard ETF? Shares are not redeemable with the issuing fund other than in very large aggregations worth millions of dollars. Instead, investors must buy or sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.Investments in target-date funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. An investment in the target-date fund is not guaranteed at any time, including on or after the target date.Retirement plan recordkeeping and administrative services are provided by The Vanguard Group, Inc. (VGI). VGI has entered into an agreement with Ascensus, Inc., to provide certain plan recordkeeping and administrative services on its behalf. Ascensus is not affiliated with Vanguard Marketing Corporation, The Vanguard Group, Inc., or any of its affiliates.? 2018 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds. ................
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