How Do I Receive Plan Documents and Notices?

In the "Documents" section of your saver portal, navigate to the "Plan" tab to view documents related to:

  • Plan Design
  • Program Notices

You may also navigate through the "Personal" and "Investment Comparison Chart" tabs to find documents related to:

  • Statements
  • Tax Forms
  • Investment Options

We hope this information is helpful. If you would like further assistance, please contact us at help@vestwell.com.