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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


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

  • 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


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

  • 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


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

  • 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


    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.