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

Vestwell helps employees retire richer

A finger pushing a button labeled 'Invest'

One of the most common mistakes people make in saving for retirement is investing with a plan that charges hidden or high fees. By the time you retire, saving money with lower fees can add up to large sums of money due to compound interest. That is not the case at Vestwell — we offer investment strategies with low expense ratios, allowing you to keep those dollars in your nest egg so the could grow over time.

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Introducing Vestwell's Solution

The Modern Investment Platform

The truth is that most working Americans will not have enough income at retirement age. And what about Social Security? Most experts agree that Social Security will provide less than half of the employee's current yearly income in retirement. This means that most workers can expect to receive about 40% of what they are earning today in retirement. Where does the other 60% come from? Some of it may be through personal investments, but that still may not be enough. A deferred compensation plan helps your employees close the gap on their retirement income needs.

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We help find the best investing strategy for you

  • Target retirement year

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

  • Risk-based strategies

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

  • Choose your own

    Our fees are less than half of the industry average. Simple and easy to understand, with no hidden costs.

Getting started is easy

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

    Decide how much to save

    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

    Review your investing strategy

    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

    Pick a beneficiary

    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.

Want Vestwell at your company?

While individual employees cannot work with Vestwell directly, your employer can decide to offer a 401(k) plan through our platform.

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