Vanguard Expands Link for Plan Advice

June 2003
American Banker;6/9/2003, Vol. 168 Issue 109, p6
Trade Publication
This article reports on the announcement made by Vanguard Group Inc. on June 5, 2003 saying that it made available transaction and data aggregation capabilities to retirement plans that use Financial Engines' investment advisory service. Vanguard said that it is the first employer-sponsored retirement plan provider to combine these financial management capabilities for retirement plan participants. The aggregation service lets participants automatically load personal financial data from accounts outside their employer-sponsored plan into the Financial Engines service. In 2001, Vanguard and Financial Engines announced a relationship to make Financial Engines' investment advice available at no charge to participants in Vanguard employer retirement plans.


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