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Retirement advice for your Ochsner Clinic Foundation Retirement Plan account.
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‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
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Retirement advice for your Ochsner Clinic Foundation Retirement Plan account.

BENEFIT PROVIDED BY



Retirement requires planning.

We're here to help

The first step is to see how you're doing.

Make a plan

 

The first step is to see how you're doing.

Make a plan

Vanguard, in partnership with Edelman Financial Engines, is here to help you
with your Ochsner Clinic Foundation Retirement Plan account. Knowing how much to
save and how to invest for retirement can be confusing. Your evaluation shows
how you are saving and investing today, and what changes might help you
do better.

No matter how near or far retirement is, or how much you've saved, we can help
you meet your retirement goals. To get you started, take a look at your
Retirement Evaluation. It covers where you are today, and some tips to help
improve your retirement planning.

With your Vanguard benefit, you have access to two services:



DO IT YOURSELF

Personal Online Advisor

•

Use do‑it‑yourself tools to get personalized investment recommendations.

•

Pay no fees.



GET HELP FROM PROFESSIONALS

Vanguard Managed Account Program

•

Receive an investment strategy that is unique to you with access to Vanguard
managed account program specialists available to answer your questions.

•

Let us help optimize your portfolio with the Vanguard Managed Account Program
for your Ochsner Clinic Foundation Retirement Plan account. Sign up by
September 29, 2023 and pay no program fees until November 22, 2023.

Get started



You're invited!

Attend a webinar to learn more about your advice options and services from a
Vanguard representative.

Register today

 

Questions about the advice services?

Call 800‑310‑9228, business days, 8:30 a.m. to 9 p.m. ET.

For any other questions, please contact 800‑523‑1188.

 



Don't want to receive this email? You can opt out anytime by updating your
communication preferences.

The Vanguard Group has partnered with Financial Engines Advisors L.L.C. (FEA) to
provide subadvisory services to the Vanguard Managed Account Program and
Personal Online Advisor. FEA is an independent, federally registered investment
advisor that does not sell investments or receive commission for the investments
it recommends with respect to the services which it is engaged in as subadvisor
for Vanguard Advisers, Inc. (VAI). Advice is provided by Vanguard Advisers, Inc.
(VAI), a federally registered investment advisor and an affiliate of The
Vanguard Group, Inc. (Vanguard). Vanguard is owned by the Vanguard funds, which
are distributed by Vanguard Marketing Corporation, a registered broker‑dealer
affiliated with VAI and Vanguard. Neither Vanguard, FEA, nor their respective
affiliates guarantee future results. Vanguard will use your information in
accordance with Vanguard's Privacy Policy. © 2023 The Vanguard Group, Inc., and
Edelman Financial Engines, LLC. Used with permission.

Vanguard, c/o Financial Engines Advisors L.L.C., 4742 N. 24th St., Suite 270,
Phoenix, AZ 85016

Please do not respond to this email as we are not able to respond to messages
sent to this address.

To view this email as a webpage, click here.

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