Simplify Plan Administration With Automated Participant Force Outs

We’ve made managing your plan even easier with our automated participant force out service. Simply review the census report we send you, and we’ll handle the rest, including identifying eligible participants, mailing termination packages, monitoring status, and processing distributions.

To qualify, your plan must adhere to the $1,000 or $7,000 force out limit and elect the Ascensus Trust Automatic Rollover IRA program. The fee is $20 per participant mailing, deducted from the participant’s retirement account.

Learn more or contact your Vanguard Retirement Plan Access™ Client Services team.