Vaughan & Associates - Retirement Plan Solutions

Our daily recordkeeping system is a highly sophisticated, secure system specifically designed to give participants a user-friendly way to access and manage their accounts on a daily basis. This system is equipped with the latest encryption technology to ensure the integrity and safety of your financial data, from both inside and outside of V&A.

Providing daily pricing of participant account balances

Providing quarterly individual participant statements of account in clear, concise format

Providing Internet and 1-800 telephone access for participants

V&A believes that timely reporting and communication to participants is essential in order to maintain a successful retirement plan. We take great pride in providing excellent client service and value to our clients.

For plans that use the balance forward accounting method, participant statements of accounts are typically provided on an annual basis. For plans that use the daily accounting method, participant statements of accounts are provided on a quarterly basis.

Vaughan & Associates, Inc. has established a Strategic Alliance Program with several investment and insurance companies in order to provide a seamless administrative package of recordkeeping and administrative services. As a result of these alliances, the following services are available through the investment product chosen:
Daily valued participant accounts

800# for participant account access

Electronic data flow

Quarterly statements

Completion and remittance of 1099's

Listed below are some of the investment / insurance companies that we have a strategic alliance with:

American Funds

John Hancock

The Hartford

Mass Mutual

Principal

One America

ING