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The All-In-One
Savings Platform

Boost engagement, retention, and financial well-being
with a customized workplace savings solution
designed for you and your employees.

1.5M+

active savers

350k+

businesses enabled

$35B+

in assets saved across all 50 states

1 Values are estimates that fluctuate daily.

What We Offer

From retirement to emergency savings, we provide cost effective savings programs that
work for your business goals and your employees, all under a single login. Choose one
or several to offer to your employee base.
  • 401(k)

    A 401(k) account offers tax advantages, employer matching, and investment growth potential to build a secure retirement.

    Learn more
  • ESA

    An Emergency Savings Account (ESA) provides financial security, covers unexpected expenses, and prevents reliance on high-interest debt.

  • IRA

    An Individual Retirement Account (IRA) offers tax advantages, investment growth potential, and a flexible retirement savings option.

  • 529

    A 529 Education Savings Account offers tax advantages and a flexible way to save for education expenses, helping families invest in their future.

    Learn more
  • SLP

    Student Loan PayDown (SLP) helps employees reduce their debt faster by employers applying direct payments toward their student loans.

    Learn more
  • ABLE

    ABLE accounts provide tax-free savings for individuals with disabilities, covering qualified expenses without affecting benefits.

    Learn more
KeyTools

Why Choose Us?

  • Flexible Plan Design

    Don’t get forced into a plan design that doesn’t work for you. Custom-build your offering to best fit your needs.

  • Cost-Effective Solutions

    We provide affordable solutions to meet your goals.

    Get a custom cost estimate
  • Seamless Payroll Integrations

    Our ability to integrate with 190+ payroll providers makes plan management a breeze.

    See our list of integrations 
  • Streamlined Plan Administration

    You can receive a full-service offering that takes the hard work off your plate—from administration to recordkeeping and compliance support.

Once payroll is processed, Vestwell pulls the information it needs and makes sure everything is going where it needs to go. I don't do anything! It’s like it’s on auto-pilot.

Sophie DeHenzel, Co-Founder

DeHenzel Training Systems

View case study

I have a lot on my plate, so I was looking for something that would involve minimal lift with a lot of return for our employees. That's exactly what Vestwell does.

Krista Hasinger, Director of People

Row 34

View case study

We wanted a retirement plan that set our company apart, and that's exactly what Vestwell has done for us.

Narci Fierro, Director of HR

Faith Electric

View case study

From the beginning of our discussions to become a Flex partner, it was clear that Vestwell is committed to having a collaborative relationship with their TPA partners.

Phil Dabney, VP of Sales and Marketing

Benetech

View case study

Actual client statements were provided voluntarily and without compensation.

What’s new?

EMPLOYERS

An Employer's Guide to Retirement Plan Eligibility for Part-Time Employees

Read More

ADVISORS

Unlocking Growth: How Carbon Collective Expanded Their Retirement Business With Vestwell

Read More

EMPLOYERS

Profit-Sharing Made Possible: A Simple Solution for a Complex Plan

Read More

TPAS

Scalable Solutions: How Benetech Expanded Their Business as a Vestwell Flex Partner

Read More
Let's go

See how you can partner with Vestwell.