Retirement Plans used to be painful. Now there's Vestwell, 401(k) Made Easy.
A MacBook Pro displaying Vestwell's administrator panel

Introducing Vestwell's Solution

The 401(k) & 403(b) platform built for advisors

While some companies believe that technology will replace advisors, Vestwell believes that technology plays a vital role in helping advisors better deliver financial planning and advice. We built an independent 401(k) platform to allow advisors to efficiently sell, manage, and ultimately grow their retirement business.

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    A turnkey solution

    Our modern platform offers comprehensive retirement solutions, a variety of plan types, and flexible investment strategies.

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    Fiduciary services

    We offer 3(16), 3(21) and 3(38) fiduciary investment management services so you don't have to worry about these important responsibilities.

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    Built for flexibility

    Our platform allows complete customization, so you can select the optimal set of services, investments, and features to fit your clients’ needs—not just 401(k), but also 403(b) and cash balance plans.

A MacBook Pro displaying Vestwell's administrator panel

Let us handle the admin work

So you can focus on what you do best.

Vestwell is designed to work as an extension of your advisory firm, helping you serve your customers better by automating the repetitive parts of your job. We assign a single point of contact for each plan and handle the plan administration. Our recordkeeping partner administers over 2,000 retirement plans and has extensive experience handling the needs of advisors and plan sponsors, freeing up your time to focus on growing your business.

We can help design the right plan for your clients

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    Benchmark the plan

    We'll provide a free benchmarking report comparing plan services, investment options, and expenses. Just provide us with a 408(b)(2) notice and we'll do the rest.

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    Choose investments

    Use Vestwell's turnkey strategies or build your own custom ones. We'll help import your investment models, while we handle rebalancing and behind-the-scenes operations.

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    Create plan illustrations

    See if a profit sharing option or cash balance plan is right for your client. We have actuaries on staff to help create plan illustrations for your proposals.

Vestwell makes you look good

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A modern platform

Benefit from our modern investing technology with the personalized care that only real, human investment advisors provide.

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Whitelabel your site

Your clients chose you because they trust you, so the Vestwell platform is fully whitelabeled. Your clients see your company’s name and logo on each page.

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Transparent fees

Our operating expenses are lower than those of traditional providers, so companies can spend less money on administration costs and employees can pay less.

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Aaron Schumm, Vestwell's CEO
Aaron Schumm

Meet our founder

Aaron has worked in the fintech world for his entire career, building technology platforms to help advisors work better.

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