Through our website, you may self-enroll in a Vestwell 401(k). By providing us with a few pieces of information, we’ll automatically match you with the best fit for your business needs. Below is a guide to help you with the process:
Note: Based on your answers, you may be contacted directly by a Vestwell representative.
- From the Vestwell home page, enter your work email address and select Get Started.
- Choose the prompt that best describes you, then select Save & Continue.
- If you are a business owner, we’ll ask for contact information. When you’ve finished filling it out, click Save & Continue.
- Then, select your number of employees and Save & Continue.
- We’ll then ask your top objective for offering a retirement plan. Select your answer and Save & Continue.
- Let us know if you are a non-profit before clicking Save & Continue.
- We will also ask if you have an existing retirement plan. Select your answer and Save & Continue.
- Then, select whether or not you plan to make company contributions before clicking Save & Continue.
Note: This can be in the form of a matching contribution or a contribution to employees accounts regardless if they are contributing themselves. - Select the name of your payroll provider from the dropdown and Save & Continue.
- Lastly, let us know if the owner of your business owns any other businesses before clicking Save & Continue.
- You’ll be taken to a page with our plan recommendation for you. Once you select This plan looks good, Continue, you’ll receive an email with next steps.
Note: Should you select See my other options, if applicable, we will show any alternative plan designs.