Safe Harbor 401(k)
Nearly 70% of small business employers take advantage of the unique benefits of safe harbor 401(k) plans. Many employers choose safe harbor plans because they offer a range of administrative, savings, and tax-related benefits. Vestwell’s simple, streamlined safe harbor 401(k) solutions are designed for employers who want to set it and forget it.
Our intuitive, user-friendly platform offers a completely digital experience delivered on the cloud for faster deployment and a more modern experience.
We can integrate with 100+ payroll providers to simplify eligibility and payroll processing while taking more work off your plate.
We're completely open architecture so you can build the line-up that's right for you without worrying about revenue sharing or proprietary funds. And for a tailored approach, we offer managed accounts for a more individualized participant experience.
Fiduciary administration and investment oversight
Whether acting as your 3(38), 3(21) and/or 3(16), we provide fiduciary oversight to better protect you and your company investments.
Our entirely cloud-based platform includes extensive controls such as encryption at all stages, constant monitoring, commercial anti-virus tools, and strict internal protocols and training.
Advisor Managed Accounts
Leveraging Franklin Templeton's proprietary methodology, we offer employees a more personalized investment experience based on their individual goals and circumstances.