Become the benefits partner clients never leave by adding a seamless, fully-branded retirement solution.
Vestwell powers integrated 401(k) and savings programs for payroll and benefits providers. Strengthen relationships, boost retention, and grow revenue.
A trusted partner.
- $1.5M+active savers
- 350K+businesses enabled
- $35B+assets saved across all 50 states
A holistic savings platform, ready to integrate.
We deliver the recordkeeping, compliance, and operational infrastructure you need to offer workplace savings without building it in-house.
Expand your product portfolio
Add savings plans to your offering without diverting resources from your core business. Our configurable platform works under your brand or ours, helping you capture a larger share of your client’s spend.
Seamless integration with your payroll system
Vestwell API integrations and direct data feeds automate contributions, eligibility, and employee updates—reducing manual work, errors, and time to launch.
Compliance and administration, handled
Vestwell serves as recordkeeper and ERISA plan administrator, taking on plan operations, compliance testing, and regulatory updates so you and your clients stay focused on what you do best.
Differentiate your offering in a competitive market
Meet growing client demand for integrated payroll and retirement solutions, especially in states with active retirement mandates, via our category-redefining, modern savings platform.
A partner invested in your growth
We work alongside your teams to onboard clients, deliver a consistent user experience, and identify opportunities to increase retention and lifetime client value.
We partner with you, every step of the way.
Learn more about how our effortless partnership means your clients enjoy a seamless retirement plan experience from A-Z.
FAQ
Yes. Vestwell offers both co-branded and fully white-labeled experiences so you can present the solution as part of your own product suite.
Vestwell combines enterprise-grade security, rigorous compliance standards, and deep policy fluency to protect client data and maintain maintain compliance with the latest regulations.
Vestwell supports a wide range of workplace savings programs, including 401(k), Starter 401(k), 403(b), pooled employer plans, and state savings programs. We also offer education savings, student loan repayment, and emergency savings solutions.
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.
We offer full and partial integrations with 190+ payroll providers, using APIs and direct data feeds to synchronize contributions, eligibility, and employee updates.