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Vestwell

Vestwell offers a modern savings platform and full-service solution to streamline retirement plans for employers and employees.

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Start an easy-to-use, affordable 401(k) plan with Vestwell.

Elevate your retirement benefits with the tailored Multiple Employer Plan that’s right for you.

Vestwell streamlines your MEP and PEP offerings, enabling you to focus on scaling your business through:

  • Simplified Management and Information Access: Remove the stress, complexity and time commitment typically associated with offering a retirement plan benefit and access comprehensive on-demand reporting functions.
  • Integrated Payroll Solutions: Simplify data management, eligibility tracking, year-end testing and plan audits.
  • Dedicated Team Support: From the initial introduction and onboarding to ongoing assistance, ensure you are not burdened with client inquiries.

Vestwell by the Numbers

1M+ Savers

350K+ Businesses Enabled

30B+ Assets Under Administration

The Benefits

A Better Way For PEOs to Manage Retirement Benefit Offerings

One Savings Platform For All of Your Multiple Employer And Single Employer Plans

Run MEPs and Individual Plans
Through Modern Technology

  • Proprietary, cloud-based solutions with rapid response.
  • Consolidated access to plan reports.
  • Innovative digital onboarding and servicing experiences.

Complete Flexibility on Investments

  • Select from any mutual fund, ETF, or CIT.
  • Personalize to get affordable advice.
  • Never worry about fund limitations or restrictions.

Leverage Branded Solutions

  • Your logo and brand always appear on our portal, no matter the size of your PEO.
  • Worksite clients and their employees use our tools under your operation.
  • Gain a trusted partner to power your multiple employer plans

Personalized Service

  • Dedicated support for employers and their employees, whenever they need it. Vestwell is more than just a service provider; we’re a dedicated partner committed to your success at every step.

A modern savings platform to support your PEO.