TPA
Built for TPAs to service clients at scale
TPA
Vestwell by the Numbers
Custom-built benefits for every business.
Vestwell powers savings programs for businesses across all 50 states. Our modern technology enables TPAs and financial professionals across the country to better serve their clients and deliver the hands on support they're looking for.
Custom-built benefits for every business.
Vestwell powers savings programs for businesses across all 50 states. Our modern technology enables TPAs and financial professionals across the country to better serve their clients and deliver the hands on support they're looking for.
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.
We are a top recordkeeper.
As a top recordkeeper, Vestwell is supported by leading investors and some of the top major custodians in the world.
You bring the expertise and service your clients deserve. We'll handle the rest.
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.