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TPA

Align your core strengths with our recordkeeping engine to address all your clients' needs.

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

Designed to help TPAs service businesses at scale

  • CENTRALIZED

    CENTRALIZED

    Easily onboard clients, offer plan designs, extract data for Form 5500s and compliance testing, and distribute notices all in one centralized place.

  • STREAMLINED

    STREAMLINED

    We’ll handle participant transactions based on your plan design, as well as the registration process, vesting on participant accounts, and eligibility calculations.

  • CONFIGURABLE

    CONFIGURABLE

    Flexibility allows you to leverage our recordkeeping platform or license the technology for a true end-to-end plan offering.

  • INTEGRATED

    INTEGRATED

    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.

  • COST-EFFECTIVE

    COST-EFFECTIVE

    Clear, competitive pricing so your clients always know what they're paying for.

  • WHITE-LABELED

    WHITE-LABELED

    Branded to support the reputation you've worked so hard to build.

Learn more about what Vestwell has to offer you and your clients

  • Find your representative

    Find your representative

    Our dedicated TPA sales support nationwide helps you win business and delight your clients.

  • Learn how we partner

    Learn how we partner

    Effortless partnership means your clients enjoy a seamless retirement plan experience from A-Z.

  • See how our platform works

    See how our platform works

    Our portal includes real time plan status updates, notice delivery, a secure document vault, and more.

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