Find out how Vanguard can support your participants’ journey.
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The path to financial wellness blends TDFs and advice
Target-date funds and financial advice shouldn't be an either/or proposition. At Vanguard, they aren't. Participants can pair our TDFs with as much, or as little, advice as they need.
And because a participant's approach will likely vary over time and with changing circumstances, we have options that allow them to flex.
Learn how to support your participants with these key decisions as they chart their individual paths to financial wellness.
All investing is subject to risk, including the possible loss of the money you invest.
For more information about Vanguard funds, visit institutional.vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and con sider it carefully before investing.
Investments in Target Retirement Funds and Trusts are subject to the risks of their under lying funds. The year in the Fund/Trust name refers to the approximate year (the target date) when an investor in the Fund/Trust would retire and leave the workforce. The Fund/ Trust will gradually shift its emphasis from more aggressive investments to more conser vative ones based on its target date. The Income Fund/Trust and the Income and Growth Trust have a fixed investment allocation and are designed for investors who are already retired. An investment in a Target Retirement Fund/Trust is not guaranteed at any time, including on or after the target date.
Advisory services are provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor and an affiliate of The Vanguard Group, Inc. (Vanguard). Eligibility restrictions may apply.
For institutional use only. Not for distribution to retail investors.
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