Align your core strengths with our recordkeeping engine to address all your client’s needs.
Give clients the 401(k) offering they want
Flexibility allows you to leverage our recordkeeping platform or license the technology for a true end-to-end plan offering.
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.
Clear, competitive pricing so clients always know what they're paying for.
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.
Flexible fund selection whether you want an off-the-shelf offering or to bring you own.
Branded to support the reputation you've worked so hard to build.
Do what you do best (and leave the rest to us!)
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.
The savings are real (and so is the value)
In rearchitecting the retirement plan offering, Vestwell created cost efficiencies that we're able to pass along to you and your clients. Want to see for yourself?