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QuickBooks

Running a small business is a lot of work. Running your 401(k) shouldn't be.

Vestwell offers QuickBooks Payroll users the easy, flexible, and cost-effective plan you need, while giving your employees the experience they deserve.

Quality plans at a price you can afford.*

Workplace

$100/month
+ $8 /participant
Affordable, all-in plan.

Plus

$150/month
+ $8 /participant
Added flexibility for more customized needs.
*Tax credits can almost entirely offset the cost of your plan.

Support well.

Happy employees. Happy employer.

Your employees are the most valuable asset at your company. We’ve made it easier for you to support their retirement readiness by simplifying an otherwise complicated process. With a guided experience, ongoing education, user-friendly design, and real human support, we’ve got them (and therefore you) covered.

Without digging into plan design and investment options, you can’t possibly be doing what’s best for you and your employees by way of structure, cost, and incentives. Vestwell is set up to do just that.
Scott Pritchard
Client

Integrate well.

Fully integrated with QuickBooks Online Payroll.

Payroll is traditionally one of the biggest pain points of retirement plan administration, but it doesn’t have to be.

Thanks to a 360 integration between QuickBooks and Vestwell, we automate all contributions, elections, and other payroll related transactions by feeding data directly between systems. This means less work, no manual errors, and an overall more seamless experience.

We’re thrilled to have found a partner like Vestwell. Now, we can offer our clients the quality plans they deserve with the price and flexibility they need.

Comply well.

Here to help shoulder the risk.

While you’ll always have a fiduciary responsibility to your company, you can offload the majority of that liability to a trusted partner. Vestwell provides easy access to your plan documents and all required notices. Not to mention, we take over most of the work associated with Form 5500 filings, year-end testing, and more while providing training for you and your team along the way. It’s hard to over-value the peace of mind of knowing you’re always in compliance with laws and regulations.

At the end of the day, when Vestwell reduces the administrative burden of the compliance, we're able to more efficiently serve our clients.
Lockwood Holmes Jr.
Advisor

Save well.

Spend less, save more.

Not only are Vestwell’s fees up to 70% below competitors, but you'll always know exactly how much you’re paying and what you’re getting in return.

And with our flexible investment options and customizable plan design, you get the plan and pricing you need today with a provider who can grow with you in the future.

Ultimately, it’s about helping people save more for retirement. Participants should know what they’re paying so they can make smart decisions that keep more money in their account.
Aaron Schumm
CEO & Founder
Aaron Schumm, CEO & Founder of Vestwell, wearing a dark wool sport coat, his hands folded in front of him, smiling warmly at the camera.

Sleep well.

Rest easy.

By reimagining the way retirement plans are offered and administered, we’ve eliminated traditional pain points that confuse, frustrate, and leave you unsure you’re making the right choice for your business. On top of all that, our transparent pricing means no unwelcome surprises when bills come your way.

You’ve got enough on your plate to keep your business moving forward. Let Vestwell ease the pain points of retirement so you—and your employees—can sleep well.

Working with my advisor and Vestwell, I’m getting exactly what I was looking for in terms of customer service and easy implementation.
Marcia Zaruba O’Connor
Client

Help your employees better prepare for retirement.

Get started now.