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TPA

Built for TPAs to service clients at scale

TPA

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Vestwell by the Numbers

Closing the savings gap.

We make saving more accessible for more than one million savers nationwide. Our jargon-free, streamlined platform is easy for you and easy for your clients.

You bring the expertise and service your clients deserve. We'll handle the rest.

  • 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.