Retirement Plans used to be painful. Now there's Vestwell, 401(k) Made Easy.

Take better care of your company

A group of employees being supported by the retirement plans created on Vestwell's platform

Your employees are the most valuable asset at your company. Offering them a retirement plan makes it easier for them to save for retirement.

Vestwell is a new technology platform that helps companies like you easily create a retirement plan for their employees. We combine the best parts of technology with advice from real humans, making an otherwise complicated process easy so you can have peace of mind when creating and running your retirement plan.

Introducing Vestwell's Solution

The Modern 401(k) Platform

Offering a 401(k) used to mean choosing from a variety of service providers and doing frequent testing to ensure that the plan was compliant. But Vestwell changes all that with a turnkey solution that combines everything you need in an easy to use package, so you can get back to running your business.

We've built a better way to offer a retirement plan

  • A verified package of modern investing technology

    Streamlined platform

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

  • The scales of the law are balanced thanks to our fiduciary services

    Fiduciary services

    Feel at ease knowing that we provide ERISA Section 3(16), 3(21) or 3(38) fiduciary investment management services.

  • A small sales tag for our low fees

    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.

A sack of money smartly invested by Vestwell customers, a checklist of options, and a low-fee percentage sales tag
Competitive Pricing

How much are fees costing you?

Offering a retirement plan to your employees shouldn't be hard. That's why we take on all the hard parts for you—onboarding, administration, recordkeeping, investment management, and compliance. With a few simple clicks on our modern investing platform, your plan information is input and uploaded. You can focus on your core competencies while Vestwell takes care of your 401(k) plan.

Getting started is easy

  • A pen you'll never have to use thanks to our modern platform

    We've simplified signup

    We've created a modern platform that cuts the paperwork of setting up a retirement plan. Just enter the facts about your company and electronically sign the documents, and you're ready to go.

  • A checklist of the items you need for your specific plan

    We help you design the right plan

    You can go with our standard plans or customize them for your needs, creating a matching strategy that works with your budget while also staying compliant with the top-heavy plan regulations.

  • A group of employees quickly and easily enrolled in your plan

    Onboard your employees

    Just upload your company payroll and census and we can handle the rest. Employees are automatically enrolled by default, and changing their contributions and investing strategies takes a few clicks.

Everything You Need

  • A lightbulb for
    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 better retirement outcomes.

  • A speedometer to measure how quickly you can review and manage your plan
    A dashboard that shows you everything you need

    Our clean dashboard interface allows you and your team to view all the essential information they need in one place, reviewing plan participation rates and employee engagement.

  • A paper airplane made from a sheet of paper you'll save with Vestwell's paperless alerts
    Fully compliant notices and agreements

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

  • A dial monitoring the automatied testing available for every Vestwell plan
    Automated plan testing

    Helping ensure that plans are compliant is one of the biggest hassles of offering a 401(k). 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.

Ready to offer a better 401(k) to your company?

Get Started