Testimonials

"We wanted a retirement plan that set our company apart, and that's exactly what Vestwell has done for us."

"We chose Vestwell as our partner given their extensive experience in the financial services industry, innovative technology, and strong commitment to creating a lasting partnership."

“Our clients get excellent support from Vestwell, and it has really allowed us to scale.”

“You all were able to say yes to my plan and find a way to make it happen the way I wanted. Vestwell delivered where everyone else wouldn't.”

“I have a lot on my plate, so I was looking for something that would involve minimal lift with a lot of return for our employees. That's exactly what Vestwell does.”

“Once payroll is processed, Vestwell pulls the information it needs and makes sure everything is going where it needs to go. I don't do anything! It’s like it’s on auto-pilot.”

"Our relationship with Vestwell will continue to expand as we continue to bring in new 401(k)s and plan conversions.”

"This software makes understanding and setting up your 401k plan quick and simple. The software itself is minimal in its design, making it easy to understand and navigate. Additionally, Vestwell provided our company with a training session to help us further understand each step of the process and answer questions that we had. Overall Vestwell has been tremendously helpful in setting up savings for the future."

“I got the plan that I wanted, the way that I wanted it. It was a unique and somewhat odd request, and no one else could say yes the way that Vestwell said yes. That's a big deal.”

“I had a few key partners that contributed to the success of my business, and Vestwell is definitely one of them.”

“Any time I’ve had a question, I send an email, and I don’t think it’s ever gone more than 24 hours without getting a concise, clear answer to my question, which I love! It checks all my boxes.”

"Vestwell's ease of use is tremendous and saves my clients a ton of time on the backend so they can do the things that are most important for them to continue running their businesses."

“Vestwell has been an amazing partner for us. That's why we've brought a lot of clients to you all and been able to really serve them very well.”

“Vestwell has innovated and used technology to make things straightforward and simple. That's how it should be.”

"Working with my advisor and Vestwell, I'm getting exactly what I was looking for in terms of customer service and easy implementation."

"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."

“The customer service is a big part. It will tick off a major thing for HR. If they are on the fence between vendors, I would say Vestwell is better because of the dedicated attention you’ll receive.”

“I have had such a smooth experience because from sales to implementation to getting a TPA in place, everyone was competent and kind all along the way. Starting a retirement plan was one of the easier things that I did all year.”

“It’s really easy for the employees to go in and make changes to their plan on their own, without having to talk to us about the particulars of their account.”

“Vestwell’s robust integrations with payroll providers save plan sponsors a lot of time and can reduce potential errors.”

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