Vestwell helps consultants design and implement customized workplace savings programs that meet client goals and deliver measurable results—all on one modern, scalable platform.
Where insight meets impact at scale.
- $1.5M+active savers
- 350K+businesses enabled
- $35B+assets saved across all 50 states
A partner you can count on—today and as your clients’ needs evolve.
From plan design to ongoing administration, Vestwell gives consultants the tools, flexibility, and support to deliver standout client value.
Plans that fit your clients’ goals
Tailor eligibility, match formulas, and vesting schedules to each client’s unique workforce and goals.
Real-time plan insights
Your dashboard gives you a clear view of participation, contributions, and plan health—so you can guide clients with data-driven recommendations.
Built-in compliance confidence
Vestwell provides ERISA administration and investment fiduciary services, automated compliance monitoring, and safeguards to help reduce risk.
Integrated payroll systems
Our platform has the ability to integrate with 190+ payroll providers to streamline contributions, eligibility tracking, and reporting.
Partner enablement resources
Get dedicated onboarding support and consultative resources to help you serve and grow your client base.
Making the Switch: How Interlake Capital Modernized Its Offering With Vestwell
In just one year, Interlake Capital Management converted six plans to Vestwell, boosting engagement and confidence while setting the stage for long-term growth.
Let’s grow your practice, together.
Talk to our team about how Vestwell can help you design, launch, and manage workplace savings programs that deliver real results for your clients.
FAQ
Every client you bring to Vestwell is assigned a dedicated onboarding manager who works closely with you and your client to configure the plan, connect payroll, and facilitate a smooth launch.
We provide resources, proposal tools, and access to partner-only enablement materials to help you win new business. Our modern platform and proven results also strengthen your client relationships, leading to higher retention and more referral opportunities.
Our platform supports a wide range of solutions, including 401(k), Safe Harbor 401(k), 403(b), pooled plans, 529 education savings, student loan repayment, emergency savings, and ABLE disability savings accounts—so you can match the right solution to each client’s needs.
Offering retirement plans helps you retain clients, meet state mandate demand, and increase average revenue per customer without building or maintaining your own retirement platform.
Vestwell can act as a 3(16) administrative and 3(38) investment fiduciary, handling plan document maintenance, compliance testing, IRS filings, and ongoing monitoring.