Vanguard Philosophy
What is Vanguard’s Mission Statement?
“To take a stand for all Investors, to treat them fairly, and give them the best chance for investment success.”
-Bill McNabb (Chairman and former CEO)
Who was the Founder of Vanguard?
John "Jack" Bogle
Which SBS plan can be opened through Open an Account (OAA) online?
SEP-Single
What field would you search to locate an application from February 2023 in BPM?
All (Active + Archived)
How many rings does Kobe have?
5
What is RSO's Retirement Vision?
Help clients retire with confidence
How many continents does VG have an office in?
4 - North America, Europe, Australia and Asia
What does the acronym SIMPLE mean regarding SIMPLE IRAs?
Savings Incentive Match Plan for Employees.
What does BPM stand for?
Business Process Management (BPM)
What character on Friends often yells, “We were on a break”?
Ross
Name the 2024 OKR's (Think Strategic Pillars)
Deliver Outcome at Scale
Match Vanguard Strengths to Investor Goals
Win with Prioritized Clients
Shape the Path to Advice
Where was the first Vanguard office to internationally open outside of the United States?
Australia
If married, what is required for an i401(k) participant to name a primary beneficiary other than, or in addition to their spouse?
Notarized spousal waiver.
What is an alternative method to locate a missing check when it cannot be located via CID or account number?
Search the check amount
This is for you Joe... Which early civilization in what is now central Nigeria was the first in the region to make and use iron tools, and are thought to be the first Sub-Saharan people to make intricate and life-size terracotta statues?
Nok
Who remains at the center of Vanguard's Fly Wheel?
Motivated, capable, and engaged crew drive our company forward. Great people have always been our key differentiator, and we believe crew are central to Vanguard's success
What is the oldest Vanguard fund?
Wellington Fund
What is the deadline for employers to make salary deferral contributions to an employee’s SIMPLE IRA account?
30th day of the month following the month of deferral.
After clicking “Update Case,” the next page will have 3 options: Return to Processing, Add Comment Only, and Close Case. Which is the default selection?
"Return to Processing". Once you have determined what is needed, you will then add a comment and click “Submit.”
Tim Buckley is rumored to have made a majority of this net worth from selling this brand of clothing
Yeezys
List two examples of our team's contribution to the strategic pillars
Drive Outcomes at Scale: Ensure favorable and scalable experience by meeting all operational drivers and outcomes & Meet cost per client target of $4.61
Match VG Strengths to Investor Goals: Deliver 10k RSG Leads
Win with Prioritized Clients: Improve CSAT by 5% and reduce the frustration index by 5% for prioritized clients.
What year was Vanguard founded in?
1975
Can Vanguard accept a summary plan description (SPD) as the supporting document to open a VRIP plan?
No
What computing company provides the BPM software?
Appian. Appian is a cloud computing company that provides a service for building enterprise software applications. Appian is top-ranked in Low-Code Development, Business Process Management and Case Management markets.
In what year did South Carolina finish in Top 4 of the Final AP Poll for Football?
2013