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Comply well.

Here to help shoulder the risk.

While you’ll always have a fiduciary responsibility to your company, you can offload the majority of that liability to a trusted partner. Vestwell provides easy access to your plan documents and all required notices. Not to mention, we take over most of the work associated with Form 5500 filings, year-end testing, and more while providing training for you and your team along the way. It’s hard to over-value the peace of mind of knowing you’re always in compliance with laws and regulations.

Chris Fundora wearing a dark suit and tie, looking intently at his laptop’s screen.

If I were a plan sponsor, I would want to feel confident my provider is doing the right thing and has my compliance in check. Being able to place trust in Vestwell is huge for us and our clients.

Chris Fundora
Vestwell Advisor