Senior Helpers Naperville prides itself on creating an exceptional workplace environment for its almost 150 caregivers, but when their retirement plan provider failed to meet expectations, it put a crucial aspect of employee wellness at risk.

To upgrade their retirement offering, Executive Director Lynn Sullivan switched to Vestwell, a modern savings platform building a suite of retirement, health, and education solutions. The plan conversion enhanced the retirement benefits at Senior Helpers Naperville, saving Lynn hours per week on plan administration and further solidifying the company's reputation as a truly great place to work.

The Challenge: Senior Helpers Needed More Support From Their Retirement Plan Provider

Senior Helpers Naperville faced multiple challenges with their initial retirement plan provider. Plan administration was time-consuming, and the lack of consistent customer service hindered the company's ability to offer reliable retirement benefits to their employees.

“The art of customer service was lost with them.” Lynn explained that she would be on hold for almost an hour, only to finally speak with someone who didn't know the answer anyway. Frustrated with the lack of support, Lynn began searching for a new provider to streamline the retirement plan administration process and deliver the high level of service her employees deserved.

The Solution: Switching to Vestwell for Streamlined Operations and Exceptional Service

To help her search, Lynn sought guidance from her trusted financial advisor, who recommended a switch to Vestwell. Lynn took his advice and converted the company’s plan to Vestwell, confident that this change would not only resolve the existing challenges but also significantly improve the overall experience for her and her employees.

Streamlined Onboarding

Lynn and her team found the onboarding process with Vestwell, which included a jargon-free questionnaire, an easy-to-use online portal, and the support of a dedicated onboarding manager, to be remarkably smooth and efficient. She noted that the transition to a safe harbor 401(k) plan with Vestwell required minimal effort from her team.

“It was really easy compared to onboarding with the company I had before. I didn't have hours of work to do or a bunch of reports to compile. It was very simple,” Lynn said.

Corporate Payroll Services Integration

In addition, Vestwell’s 360° integration with Senior Helpers Naperville's payroll provider, Corporate Payroll Services, makes Lynn and her team's retirement plan administration processes more efficient. Information is automatically transferred between systems, saving time and minimizing the risk of errors.

Lynn noted that the payroll integration saves her several hours each week, as it eliminates the need for separate, manual tasks previously required to manage retirement contributions. In fact, according to the 2024 Vestwell Employer Survey, the majority of Vestwell clients with a payroll integration spend 15 minutes or less each month managing their Vestwell retirement plan. The automated notifications from Vestwell inform Lynn once funds have been allocated to employee accounts, providing a clear, hassle-free administrative experience.

Robust Support

Lynn explained that she appreciated the consistent and personalized support that Vestwell offered. “Vestwell has a great service team,” she said. “The response time is great. I have a couple of people I go to with questions, and they're always really helpful.”

Vestwell’s robust service model also greatly benefits Senior Helpers Naperville’s employees. Whether through email, the multilingual call center, live chat, or the comprehensive help center, Vestwell provides multiple ways for employees to get the help they need. On average, when employees call Vestwell support, they are connected with a representative in under 20 seconds. This responsive and reliable service allows employees to focus on delivering exceptional client care.

“My employees are able to get their questions answered without having to wait on hold,” Lynn explained. “It’s made a big difference.”

The Impact: Efficient Administration and Enhanced Employee Benefits

With Vestwell's streamlined onboarding and payroll integration, Lynn and her team have seen a notable reduction in the time spent on administrative tasks, allowing them to focus more on their core mission. “Vestwell has been a much better experience for us versus the company we were with,” Lynn said.

Plus, the enhanced service quality and responsiveness from Vestwell have not only saved time for Lynn’s team but also reinforced Senior Helpers Naperville's commitment to its staff, helping them retain employees in the competitive healthcare industry.

“I’ve already recommended Vestwell to other Senior Helpers,” Lynn said, emphasizing the ease of plan setup and maintenance. “As an administrator, you want to make sure all your ducks are in a row. Vestwell does just that.”

Conclusion

By switching to Vestwell, Senior Helpers Naperville has enhanced its employee benefits offering. With streamlined onboarding, efficient payroll integration, and exceptional service, Vestwell has simplified administrative processes and helped solidify Senior Helper Napersville's reputation as a premier workplace.

Set your employees and your business up for success. Vestwell’s team of specialists will help you design and implement a workplace benefits package that works for your unique business. Ready to get started? Set up time with a Vestwell representative here.

All testimonials and similar statements are made voluntarily and without any cash or non-cash compensation paid by Vestwell in exchange for the testimonial.