Seamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
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Seamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTA
Seamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTASeamless Payroll Integrations
Our ability to sync with 190+ leading payroll providers lets your plan do the heavy lifting.
Text CTA Case Study
Built for mid-size teams that need to scale smarter.
Growing businesses need benefits that keep pace with complexity. Vestwell helps mid-size teams streamline savings programs with flexible solutions, intuitive technology, and hands-on support. Whether you’re expanding across locations or upgrading from a legacy provider, we make it easier to offer benefits that scale with your team.
Case Study
Built for mid-size teams that need to scale smarter.
Growing businesses need benefits that keep pace with complexity. Vestwell helps mid-size teams streamline savings programs with flexible solutions, intuitive technology, and hands-on support. Whether you’re expanding across locations or upgrading from a legacy provider, we make it easier to offer benefits that scale with your team.
To the 401(k) and beyond.
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Smarter benefits management.
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Whether you're rolling out your first plan or upgrading from a legacy provider, our team is ready to help.
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Whether you're rolling out your first plan or upgrading from a legacy provider, our team is ready to help.
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Whether you're rolling out your first plan or upgrading from a legacy provider, our team is ready to help.
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At Vestwell, we consider privacy a fundamental aspect of our relationship with our current, former, and prospective clients, and other individuals whose personal information we collect and process to perform our services. One or more of our privacy policies may apply to you depending on your relationship with us. From time to time, we may update or revise these policies. If there are changes to the terms of these policies, documents containing the revised policy or policies on the relevant website(s) mentioned below will be updated.
Plan Sponsors, Participants, Beneficiaries, and Alternate Payees who use Vestwell’s recordkeeping and other services to support their defined contribution workplace retirement plans
Information about how Vestwell collects, uses, and shares personal information of current, former, and prospective clients and end users of services supporting workplace retirement plans is discussed in the Vestwell Privacy Policy. Individuals who create a Vestwell account on our platform are also required to agree to our Vestwell Platform Terms of Use, which is provided during the account registration process.
- You are 59½ or older; and
- You have held the Roth account for at least five years.
- $5,000 x .22 = $1,100 (tax owed)
- $5,000 x .10 = $500 (Roth 401(k) contribution)
- $5,000 - $1,100 - $500 = $3,400 (income after taxes and contribution)