Welcome. We're glad to serve you.

Your retirement plan is moving to Vanguard 403(b) Services, and we're so glad you're coming. Our sole focus is helping employees like you prepare for a more secure retirement.

We'll help you save for what matters.

Transition Timeline

The transition begins.

We’re working hard behind the scenes to make your transition smooth and easy.

Last day to interact with your current retirement plan

Your employer will provide you with a blackout notice that details the final dates to request a distribution, request a loan, or make investment transfers.

Set up your online account

Your employer will inform you when it’s time to set up your online account so you can join the plan. It only takes about 10 minutes!

  • At that time you can register at vanguard.com. Select Personal Investors. If you already have a login at Vanguard, select "Log In". If you do not already have a Vanguard account, select "Set up online account access".

You won't have full access to your account quite yet—but it will be ready for you once the transition is complete.

We're securely transferring your plan

Vanguard will receive your assets and prepare them for investment into your account.

Your plan is live! Register to log in and explore

Welcome to Vanguard 403(b) Services! Your employer will let you know when you can log in to your account.

  • Your employer will provide you with information to register an account online.

Review your plan's features, options, and:

  • Choose your statement delivery preference (default is printed statement)
  • Enter your beneficiary information. Please note: This information did not transfer from your previous plan. Now is a great time to make sure you’ve assigned a beneficiary(ies).
  • Opt-in for automatic account rebalancing, if desired
  • Opt-in for auto-increase if your plan supports this option

Need to reach us? Here's how, now that the plan is live:

  • Participant Service Center phone and hours: 800-569-4903, Monday-Friday, 8:00 a.m. to 8:00 p.m. ET 
  • Employee website: https://personal.vanguard.com
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