Retirement Plans Made Simple

Vestwell is partnering with financial advisors like you.

Join us now, or learn more about Vestwell below.

Offering a 401(k) or 403(b) Should Be Easy

As a financial advisor, we know how difficult it is to provide a retirement plan solution. Either you need to put the many pieces together yourself or you can go to a captive provider that sells its own funds over others. Meanwhile, the choice is daunting for the sponsor who is faced with up to 1,500 different options, a complex web of fiduciary duties, and a fee structure that hurts employees.

Vestwell makes offering Retirement Plans easier for investment advisors — our modern technology platform empowers advisors to provide the conflict-free, intuitive investing experience that your clients expect with the insight that only a real advisor can offer. In a changing landscape, we give you new tools to differentiate yourself.

Introducing Vestwell’s Solution

The Fiduciary Retirement Platform

Vestwell is a new platform that helps investment advisors evolve their business to suit the changing world of retirement plan investing. We provide Registered Investment Advisors (RIAs) with a white-labeled 401(k) and retirement plan platform that puts client's best interest first. With Vestwell, you can generate a customized proposal in less than ten minutes and onboard them.

Vestwell benefits everyone

  • Employees pay less

    Our low fee plans cost less for employees,
    so they can keep more of their money.

  • Companies do less work

    Vestwell simplifies managing a plan by helping
    with plan design and administration.

  • Advisors get more clients

    Our automated platform allows advisors to
    take on more clients with less hassle.

THE BEST OF BOTH WORLDS

Automated advice
with a human touch

There are some things that computers are better at, and some things that humans are better at. Your clients trust you to answer their questions and offer personalized retirement planning advice, and you can rely on Vestwell's algorithms to optimize the participant investments and generate proposals and plan documents with a click of a button. With Vestwell, your retirement plan business has never been more scalable.

Custom built for Advisors like you

Whether your client is considering starting or converting a plan, sponsors want customized 401(k), 403(b), and Cash Balance plans in an easily digestible format. You can generate a custom proposal in under 10 minutes, and then walk your clients through the plan documents on our easy-to-use portal. After that, our portal makes managing the plan easy, no matter the customization.

  • Low fees lead to more savings

    Vestwell's fees are lower than the industry average, meaning that your clients' employees can keep more money in their accounts and save more money for retirement.

  • We put your name first

    Your clients chose you because they trust you, so the Vestwell platform puts your company's name and logo at the top of each page and piece of correspondence.

  • More than just 401(k) in a box

    Unlike our competitors, Vestwell allows you to custom tailor plans for each of your clients. Vestwell supports Safe Harbor, Non-Safe Harbor, Profit Sharing, 403(b), and Cash Balance plans.

Simplify your life and grow your business

  • Well-Designed Plan Features

    Vestwell can help you ensure that employees get the best plan on the market. Features like auto-enrollment have been shown to double participation rates and drive higher deferral rates, leading to more plan assets.

  • A dashboard that shows you everything you need

    Our clean dashboard interface allows advisors to view all the essential information they need in one place, reviewing all the clients' companies, employees and asset allocations.

  • Fully compliant notices and agreements

    Traditionally, it can be a hassle to ensure that every plan participant has received proper notices and documents. We automate the entire process with paperless alerts and correspondence, which also saves on printing and postage.

  • Automated Plan Testing

    Helping ensure that plans are compliant with the law is one of the most important parts of an advisor's job. We run quarterly discrimination reviews and annual top heavy tests on all our plans to ensure that things are right, and if they're not, we will help you correct the issue.

BEHIND THE SCENES

Built by Industry Insiders

Vestwell is a new platform, built by an experienced team with an average of 18 years of financial technology experience. Our CEO, Aaron Schumm has worked with advisors on the wealth side for years and is now bringing that experience to 401(k)s.

See The Team

Vestwell is partnering with financial advisors like you

Schedule a time to talk.

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