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What we offer
Retirement
Safe Harbor 401(k)
Compliant by default
Traditional 401(k)
Flexible and matchable.
Solo(k)
For solo business owners.
Starter(k)
Low-cost, no match plan.
403(b)
For schools and nonprofits.
Government Savings
State-facilitated savings.
Pooled Plans
Shared plans for scale.
Education
Student Loan Repayment
Pay off student loans faster
529 Education Savings
Save for future education costs
Tuition Reimbursement
Reimburse employees for skill development
Specialty
Emergency Savings
Save for life's unexpected expenses
Featured
Savings at Work: A Guide to Determining the Right Financial Benefits for Your Team
Article
Safe Harbor 401(k) Plans: A Comprehensive Guide for Employers
Article
Vestwell Savings Industry Report: The Rise of Education Savings as a Workplace Benefit
Article
Who we serve
Who we serve
Small Size Businesses
Affordable plans for teams of any size.
Medium Size Businesses
Flexible plans for growing needs.
Large Businesses
Custom benefits for complex orgs.
Financial Advisors
Modern tools for smarter advising.
Savers
User friendly, personalized savings.
Industries
Accounting & Financial Services
Construction, Engineering, & Industrials
Consulting, Professional, & Business Services
Facilities, Property Management, & Real Estate
Food, Beverage, & Restaurants
Healthcare & Medical Services
Hospitality & Tourism
Software, Security, & Technology Services
Featured
How to Set Up a 401(k) Plan: A Step-by-Step Walkthrough for Employers
Article
Making the Switch: How Interlake Capital Modernized Its Offering With Vestwell
Article
Our partners
Our partners
Government Agencies
Partners in scaling public programs.
TPAs
Tools for end-to-end plan support.
Payroll & Benefit Partners
Integrated for easy admin.
Financial Institutions
Modern tools for smarter advising.
Consultants
User friendly, personalized savings.
Featured
The Power of Partnership: How EGPS Improved Efficiency and Scalability With Vestwell Flex
Article
Vestwell Flex: Bridging the Gap for SMBs and TPAs
Article
Platform
Technology
Modern savings infrastructure.
Services & Support
Expert help, less admin.
Security
Enterprise-grade data protection.
Resources
Case Studies
Real stories from successful partners and clients.
Blog
Insights, trends, and product updates.
Events
Live sessions on savings and strategy.
Tax Credit Calculator
Estimate your business tax credits.
Support
FAQs and guides for every user type.
About
Company
Reimagining how America saves.
The Team
The people behind our mission.
Careers
Help shape the future of savings.
News
Latest updates and press.
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Friends or family
32%
Internet research
28%
Financial Advisor
24%
Publications or books
6%
Other (please specify)
6%
Social media
4%
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100.0%
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