How can we help?

• Frequently Asked Questions: Solo 401(k)

• How Does Eligibility Work?
• Self-Service Onboarding Walkthrough

• How To Set Up Your Retirement Account & Start Saving

• Digital Onboarding
• Understanding Your Census and Submitting Your First Payroll
• Plan Conversions
• Supporting Your Employees Through Onboarding
• Resources for Your Onboarding Experience
• Let's Get Started

• Your Vestwell Employer Portal Home Page
• Your Vestwell Employer Portal Employees Page
• Your Vestwell Employer Portal Contributions Page
• Your Vestwell Employer Portal My Plan Page
• Your Vestwell Employer Portal My Company Page
• Your Vestwell Employer Portal Reports Page
• How to Change Your Language Preferences
• How to Video Series - Employer Portal Walkthrough

• Retirement 101
• Supporting Your Plan
• About Fees and Payments
• Resource Library
• Welcome To Retirement 101 For Employers

• Mid-Year Testing
• Compliance and Year-End Testing
• Government Reporting and Plan Audits
• Year-End Process Overview & Timeline

• CARES Act - Sponsor Resources
• CARES Act FAQs for Plan Sponsors

• Advisor Help Center Walkthrough Video
• What You Need To Know To Offer Plans Through Vestwell
• Division of Responsibilities (For Advisors)
• Vestwell Platform Investment Procedures

• Plans
• Onboarding
• My Firm
• Reports
• How to Change Your Language Preferences
• Switch Between Accounts (for Advisors)
• Navigating Your Advisor Portal
• Help Center Pop-Up Window for Your Advisor Portal

• 401(k) Plan Deposits: Payroll Deduction Process Explained
• How To Reset Your Advisor Password
• The Many Benefits of Two-Factor Authentication
• How Do I Contact Advisor Support?
• How To Unlock My Advisor Account?
• Logging In to My Advisor Portal With Two-Factor Authentication

• 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)

• Annual Testing Process Overview (For Advisors)

• Changing Advisors
• Plan Sponsor Materials
• Employee Educational Materials

• Tuition Reimbursement Program
• Introduction to Gradifi
• Setting Up Your Programs
• Submitting Eligible Participants
• Inviting Eligible Participants
• Updating Eligible Participants 

• How Do I Withdraw Money From My Emergency Savings Account?
• How Do I Adjust My Emergency Savings Account Contributions?
• How Do I Register for My Emergency Savings Account?

• How Do I Set Up Emergency Savings Account Incentives?
• Overview: How Do I Submit Emergency Savings Account Contributions?
• How Do I Submit Emergency Savings Account Contributions by Reusing Data from a Previous Submission?
• How Do I Submit Emergency Savings Account Contributions Directly via the Portal?
• How Do I Submit Emergency Savings Account Contributions via File Upload?

• Frequently Asked Questions
• How to Create Reports
• How to Edit Plan Design Information
• How to Grant TPA Portal Access