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Pooled Plans

Power your pooled and multiple employer plans.

Vestwell powers more than one million savers and 50,000 small businesses across the country.

A modern platform to support MEPs, PEPs, and GOPs.

For advisors, payroll providers, PEOs, associations, and other partners seeking scalable retirement solutions across small to mid-sized businesses and not-for-profits.

Help employers achieve the long-term benefits they seek.

  • Fiduciary oversight

    Fiduciary oversight

  • Administrative ease

    Administrative ease

  •  Risk mitigation

    Risk mitigation

  • Improved retirement savings options

    Improved retirement savings options

Delivering better experiences for advisors, TPAs, employers, and savers.

Thanks to Secure 2.0, there are significant opportunities to extend retirement plan access to greater numbers of employers and employees seeking participation in long-term savings.

Make Vestwell your partner for multiple employer and pooled retirement plans.

Discover why our unparalleled financial technology makes Vestwell the only truly aggregated record keeping platform that offers MEP and Pooled Plan solutions for small businesses.