Safe Harbor 401(k)
A streamlined 401(k) plan with simplified compliance and maximized contributions
Financial Advisors
Deliver retirement, education, and emergency savings solutions through one streamlined experience—helping you deepen client relationships, expand your offering, and scale with confidence.
Built-in efficiency and advisor success.
Retirement (7)
Traditional 401(k)
A flexible 401(k) plan with various employer contribution options
Solo(k)
A retirement plan for the self-employed and solo-owners
Starter(k)
A simplified, low-cost option for new plans--with no employer match
403(b)
A retirement plan for schools, nonprofits, and certain public organizations
Government Savings
A state-sponsored retirement program for employees without a workplace plan
Pooled Plans
A shared retirement plan with other companies offering administrative benefits
Education (2)
Built for advisors who want to do more, without doing it all.
Vestwell’s solutions are built to enhance your service model, protect your reputation, and give you more time for what matters most––your clients.
All-in-one platform
Bring retirement, education, and emergency savings solutions together on a single, integrated platform to deliver comprehensive financial wellness for every client.
Streamlined plan management
Easily set up, manage, and maintain plans with tools designed to simplify administration, automate compliance, and free up time so you can focus on client relationships.
Customizable solutions
Offer flexible plans that can be tailored to meet the diverse needs of businesses and individuals, reinforcing your brand while meeting clients where they are.
Dedicated support
Every advisor on our platform is assigned a dedicated Advisor Success Manager, along with onboarding assistance, plan design guidance, and responsive support to help grow and manage your practice confidently.
Designed for growth
Whether it's your first plan or your 500th, Vestwell helps you scale efficiently—with resources and reporting to support every stage of your business.
Case Study
Making the Switch: How Interlake Capital Modernized Its Offering With Vestwell
Interlake Capital Management converted six plans to Vestwell in just one year, boosting engagement and advisor confidence while setting the stage for long-term growth.
Deliver more for less with Partner Plus.
Vestwell’s Partner Plus program empowers advisors to provide cost-effective retirement plans with no employer expense, flexible participant pricing, and full investment control—enhancing client trust and access to best-in-class stable value funds.
Elevate your practice. Exceed client expectations.
Vestwell handles the recordkeeping, administration, and employee engagement—so you can focus on providing strategic guidance and building client relationships.
FAQ
Vestwell offers retirement, education, disability, emergency savings, and more—all on a single, integrated platform.
Plans are highly customizable—allowing for flexible plan design, eligibility rules, vesting schedules, investment options, and more—to meet the specific needs of your clients.
Vestwell’s onboarding process is guided and efficient, with tools and support to make plan transitions, plan setup, and employee enrollments smooth and straightforward.
By offering a comprehensive suite of savings solutions and a personalized user experience, Vestwell enables advisors to deliver holistic financial wellness and build long-term trust with clients.
Vestwell has the ability to integrate with 190+ payroll providers to automate contributions, sync data, and ensure timely, accurate plan administration.