Vestwell enables you to focus on your clients’ needs while we handle the rest.
Provide unparalleled service with Vestwell.
- $35B+ assets saved across all 50 states
- 350K+businesses enabled
- 1.5Mactive savers
A modern platform with cutting-edge benefits you need.
Your expertise and our individualized service can help you build your book of business and ensure your clients enjoy retirement plans that are effortless and seamless.
Centralize your efforts
Easily onboard clients, offer plan designs, extract data for Form 5500s and compliance testing, and distribute notices all in one centralized place.
Streamline your process
We handle participant transactions, registration, vesting, and eligibility calculations all based on your custom plan design.
Seamlessly integrate
Integrations with payroll providers, Form 5500 testing solutions, and other modern technology platforms help you build an ecosystem that's right for you and your clients.
Enjoy cutting-edge technology
Our portal includes real time plan status updates, notice delivery, a secure document vault, and more so you can offer a superior client experience.
How Vestwell makes a difference for TPAs.
We are dedicated to performing our responsibilities with professionalism and integrity. Our committed TPA sales support is nationwide and available to provide one-on-one support to help you win business and delight your clients.
The Power of Partnership: How EGPS Improved Efficiency and Scalability With Vestwell Flex.
Through the Flex program, EGPS and Vestwell have partnered on more than 117 plans. Vestwell’s modern technology, consolidated pricing structure, and collaborative approach helped EGPS streamline operations and simplify plan management. The partnership strengthened advisor relationships, enhanced client satisfaction, and positioned EGPS for scalable growth and long-term success.
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 provides fully white-labeled solutions, allowing TPAs to deliver a range of offerings under their own brand while Vestwell operates behind the scenes.
You can offer retirement plans, as well as education, disability, and emergency savings—all through a unified platform tailored to meet your needs.
Vestwell combines enterprise-grade security, rigorous compliance standards, and deep policy fluency to protect client data and ensure ongoing regulatory alignment.