Goal-based Managed Accounts
An investment tool that provides a more personalized asset allocation into portfolios based on your retirement goals.
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Saving for retirement shouldn’t feel complicated. Vestwell gives you the tools, guidance, and confidence to start building a future that works for you—one step at a time.
Whether you’re just getting started or looking to grow your savings, Vestwell makes it easy to understand your 403(b) plan, track your progress, take advantage of tax benefits, and move toward your financial goals.

Change your contribution amount, update your investments, or adjust your settings anytime. You’re always in control.

Use the Vestwell mobile app to check your balance, make updates, and stay connected to your retirement plan—anytime, anywhere.

Manage your retirement account in the language you prefer with support for 18 languages across both desktop and mobile.

Track your balance, contributions, and investment performance in one clear dashboard to easily view your progress.

From plan basics to savings strategies, access resources and tools anytime—and get help from our dedicated service team whenever you need extra support.
An investment tool that provides a more personalized asset allocation into portfolios based on your retirement goals.
Learn moreA flexible option for employers to share company success by making additional contributions toward retirement accounts after the plan year ends.
A benefit to pay back student debt while saving for retirement, with employer matching contributions of student loan payments towards employee retirement accounts.
Learn moreA complimentary, integrated library of financial wellness resources and interactive learning modules on foundational topics, from budgeting to saving for a home to planning for milestones.
Manage plans and savings on the go with the Vestwell mobile app. Set contributions, adjust investments, and track progress anytime, anywhere.
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Not sure where to start? You’re not alone. Whether you’re just enrolling or have been saving for years, we’re here to help you every step of the way. Learn how a 403(b) works, what makes your plan unique, and how to make the most of it, from adjusting your contributions to choosing the right investment mix. With Vestwell, you get the tools and guidance you need to make smart, confident decisions for your future—while maximizing the tax advantages your 403(b) offers.


Log in to manage your plan, adjust your contributions, and take the next step toward your savings goals.

Go to signin.vestwell.com to access your account. If you’re registering for the first time, visit connect.vestwell.com/register and follow the steps to set up your account.
Both are tax‑advantaged retirement plans, but 403(b) plans are designed for employees of nonprofits, public schools, and certain tax‑exempt organizations, while 401(k) plans are typically offered by private‑sector businesses.
Yes, you can increase, decrease, or pause your contributions anytime from your Vestwell portal. Go to signin.vestwell.com to log in.
Your savings stay with you. You can leave the money in your plan, roll it over, or explore other options.
403(b) withdrawals before age 59½ may be subject to taxes and penalties, but there are exceptions. Learn more in the summary plan description on your Vestwell portal.