Vestwell
Participant Support
Employer Support
Categories
-
How To Video Series
- Help Center Walkthrough
- How to Series - How to Register for Your Vestwell Account
- How to Series - Participant Portal Walkthrough
- How to Series - How to Select or Change Your Deferral Amounts
- How to Series - Investment Portal Walk-Through
- How to Series - How to Initiate a Rollover Into Your Vestwell Account
-
Getting Started
- Benefits of Enrolling and Saving in My Retirement Plan
- What Is a Company-Sponsored Retirement Plan?
- What are Automatic Enrollment and Automatic Escalation?
- What Is the Difference between Pre-tax, Roth and After-Tax Contributions?
- Investments Available for Your Retirement Account
-
How do I..?
- How Do I Register?
- How Do I Navigate through My Portal?
- How Do I Set Up 2-Step Verification?
- How Do I Change the Amount of My Deferral?
- When Will I See My Contribution?
- Understanding Investment Options
-
Retirement 101
- What Is Eligibility?
- What is Automatic Enrollment?
- What Is an Employer Match?
- What Does Vesting Mean?
- 401(k) Contribution Limits
- How Much Should I Contribute?
-
About Vestwell
See All Articles -
COVID-19 + CARES Act Information
See All Articles
-
Enrollment Center
See All Articles -
Employer Onboarding Guide
See All Articles -
All About Payroll
See All Articles -
Supporting My Plan
See All Articles -
Plan Conversions
- Plan Conversion Process
- What Happens to Loans during Conversions?
- Will My Employees Be Notified about the Transfer?
- What Do I Need from My Previous Provider?
- How Will My Participants Be Notified of the Transfer of Assets?
- What Happens with the Outstanding Plan Loans?
-
Compliance & Year-End Testing
- How To Video Series - Year End Testing Results (ADP/ACP Testing)
- How To Video Series - Annual Testing Process
- What Is Compliance Testing?
- What Is Government Reporting?
- Year-End Process Overview & Timeline
-
COVID-19 + CARES Act Information
See All Articles -
Resource Library
- I Am Self-Employed. Can I Start a 401(k) Plan?
- Can My Non-Profit Organization Offer a Retirement Plan?
- Trading Policies and Procedures
- Vestwell Data Security and Compliance with Cybersecurity Guidelines for Recordkeepers
- Vestwell Policies and Forms
- Our Company Structure Recently Changed, What Do I Need to Do With Our Retirement Plan