2021 Vestwell Industry Trend Report. Read now
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TPAs & CPAs

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

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.

  • CPA

    CPA

    Continue to be a trusted partner for your clients by offering a more extensive suite of workplace solutions.

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.