Flexible plan options for every client profile.

Vestwell can bill clients on your behalf for your advisory fee according to the fee schedule you have agreed upon with your client. Once collected, Vestwell then passes these fees back to you. Advisor fees can be paid by employers as part of the employer invoice or by participants from their plan assets and listed on the participant statement.

While fees vary by plan option, clients can see a combination of the following fee types. For some plan types, certain fees are not charged or waived. Book a call with our team, and a dedicated plan representative can walk you through plan pricing in more detail.

• Setup Fee: A one-time fee paid for by the employer when the plan is first established.
• Participant Recordkeeping Fees: Fees charged per participant with an active account balance. Employers can elect to cover this fee or, more commonly, have employees pay it directly.
• Asset-based Investment Management Fee: Fees calculated as a percentage of plan assets, covering investment management services. When applicable, these fees are most often deducted directly from participant account balances.
• Ad-Hoc Activities and Add-On Features: Vestwell charges employers and plan participants for certain ad-hoc activities that may arise while administering the retirement plan, as well as add-on services and features that employers elect for their plan.

Employers can find a detailed breakdown of included services, fees, and any optional add-ons in their plan agreement and in their plan’s fee disclosure.

Yes. Many advisors use Vestwell’s platform to manage multiple plan types and plan options across their book, offering flexibility while maintaining one centralized dashboard for oversight within your advisor retirement portal.

A dedicated conversion plan team handles setup, data migration, and participant communications to ensure a smooth transition process for both you and your client.

Consider factors such as company size, existing plan structure, plan feature complexity, need for external third-party administration, and budget. The above plan comparison chart helps you narrow down the best fit options for your clients’ profiles and goals.