Audience

Anyone in need of a workplace savings program

About Vestwell

Flexible investments and plan design so you can build the right offering for today and make future changes needed as you grow. Modern, user-friendly interactions and experience. Transparent, competitive pricing so you and your employees always know what you're paying for. Full-service administrative capabilities including operations, servicing, and 3(38), 3(21), and/or 3(16) compliance. Work with or without an advisor to select the right plan for you and your employees. Provide the information needed to efficiently run and service your plan, all handled through our digital, interactive portal. We'll invite your employees to start saving... just upload your first payroll and census and we're off to the races!

Integrations

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Company Information

Vestwell
Founded: 2016
United States
www.vestwell.com/employer-sponsored-retirement-plan

Videos and Screen Captures

Vestwell Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

Vestwell Frequently Asked Questions

Q: What kinds of users and organization types does Vestwell work with?
Vestwell works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Vestwell support in their product?
Vestwell supports these languages: English.
Q: What kind of support options does Vestwell offer?
Vestwell offers support via phone support and online.
Q: What other applications or services does Vestwell integrate with?
Vestwell integrates with: Asure, Flywire, Gusto, Insperity, Namely, Netchex, OnPay, Patriot Payroll, Paychex Flex, QuickBooks Online, Rippling, RUN Powered by ADP, Toast, TriNet, Paylocity, and ADP Workforce Now.
Q: What type of training does Vestwell provide?
Vestwell provides training in the form of documentation.

Vestwell Product Features