TPA
Align your core strengths with our recordkeeping engine to address all your clients' needs.
Designed to help TPAs service businesses at scale
CENTRALIZED
Easily onboard clients, offer plan designs, extract data for Form 5500s and compliance testing, and distribute notices all in one centralized place.
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
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 your clients always know what they're paying for.
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
Our dedicated TPA sales support nationwide helps you win business and delight your clients.
Learn how we partner
Effortless partnership means your clients enjoy a seamless retirement plan experience from A-Z.
See how our platform works
Our portal includes real time plan status updates, notice delivery, a secure document vault, and more.
Easily estimate SECURE 2.0 tax credits
Plans may be eligible for up to $5,000 per year in the first three years (including TPA services!) for costs associated with starting the plan.