Vaughan & Associates - Retirement Plan Solutions

V&A believes that an investment advisor is a critical link in the success of a retirement plan. Trained financial advisers are the best source for professional investment recommendations and client relationship service. We are proud to work with many independent investment advisers and many alliance marketing partners who provide the advice retirement plans need.

V & A is an independent retirement plan administration firm that specializes in the custom design and administration of qualified retirement plans. Our firm has been providing retirement plan administrative and investment services for over 25 years.

The majority of our clients sponsor defined contribution plans (401(k) or Profit Sharing). Our services for defined contribution plans include annual allocation reports, participant benefit statements, benefit payout packages for terminated employees, and various other administrative forms as required. read more

An investment adviser’s ongoing availability for advice throughout the life of a plan may help the plan sponsor fulfill much of the legal fiduciary responsibility under the 404(c) clause of ERISA. Additionally, a professional financial adviser can provide one-on-one participant education and investment advice.

We at Vaughan & Associates take great pride in our personal touch. Our open and friendly corporate structure allows us to offer the same level of personalized service for all of our clients both large and small. Our DailyVal website allows you real-time 24/7 access to all of our investment services.

Our advanced daily trading platform has access to the majority of the mutual funds in the market place. This “open architecture” allows:

Investment choices that meet the objectives of plan sponsors.

An objective selection of appropriate investment options for your plan.

The ability to choose the “best-of-the-best” with multi-family fund options.

Replacement of unproductive or unpopular fund options.