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 financial future that works for you—one step at a time.
Vestwell makes providing a retirement plan and other savings solutions simple, offering a streamlined experience from setup to ongoing management.

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 moreAn investment option that offers guaranteed monthly payments during retirement via lifetime annuities, providing a layer of income protection.
A feature that allows employees to move funds from their retirement plan into a brokerage account, providing the flexibility to invest in a broader range of assets.
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.

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 401(k) 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 401(k) 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.
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 account, roll it over, or explore other options.
Your employer selects investment options for your plan, and you can choose how your money is invested from those options.
401(k) 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.