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TPA

Align your core strengths with our recordkeeping engine to address all your client’s needs.

Vestwell powers more than one million savers and 30,000 small businesses across the country.

Give clients the 401(k) offering they want

  • 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 clients always know what they're paying for.

  • Streamlined

    Streamlined

    Centralized offering so you can more easily onboard clients, offer plan designs, extract data for Form 5500s and compliance testing, and effectively manage your overall book of business.

  • Open-architecture

    Open-architecture

    Flexible fund selection whether you want an off-the-shelf offering or to bring you own.

  • White-labeled

    White-labeled

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

Do what you do best 
(and leave the rest to us!)

  • TPA

    TPA

    Regardless of whether you run a recordkeeping system or deliver only on compliance administration, we can elevate the technology, scope, and overall experience for you and your clients.