Vestwell
Saver Support
Employer Support
Advisor Support
Categories
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Getting Started & Your Vestwell Saver Portal
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Retirement 101
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How do I..? & FAQ's
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Vestwell Video Library
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About Vestwell
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COVID-19 + CARES Act Information
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Enrollment Center
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Employer Onboarding Guide For New And Conversion Plans
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Your Vestwell Employer Portal
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All About Payroll
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Retirement 101 And FAQs For Employers
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Compliance & Year-End Testing
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COVID-19 + CARES Act Information
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Getting Started
- Advisor Help Center Walkthrough Video
- What You Need To Know To Offer Plans Through Vestwell
- Division of Responsibilities (For Advisors)
- Vestwell Client Investments Policies
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Your Advisor Portal
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How Do I And FAQs
- How Do I Contact Support? (For Advisors)
- How To Unlock My Advisor Account?
- Logging In To My Advisors Portal With 2-Factor Authentication
- How To Set Up 2-Factor Authentication On Your Advisor Portal
- How Do I Request A Fund Lineup Change?
- Advisors' Role As An Investment Fiduciary
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Payroll And Integrations
- How Do I Change My Pay Group With An Enabled Integration?
- Payroll Integrations - Descriptions and Responsibilities (For Advisors)
- Contribution Submissions - An Overview (For Advisors)
- Payroll File Submission Timelines (For Advisors)
- Why Do Payroll Delays Occur and How Can They Be Voided? (For Advisors)
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Year End Testing
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Materials
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