Onboarding Timelines: Plan Setup + Plan Conversion

Vestwell Plan Setup Timeline

Vestwell’s digital onboarding process is meant to be easy and intuitive. Here’s what it looks like from registering your account through submitting your first payroll. Keep in mind that if you are converting a prior plan, there are additional steps outlined below.

Vestwell Plan Conversion Timeline

Converting a plan from a previous provider is independent of setting up your new plan with Vestwell and doesn’t get kicked off until the alignment call. Here’s what the conversion entails.

You may continue exploring our help center by clicking on - "Home Page"

or if you would like to review our "Plan Sponsor and Plan Onboarding Guide," click here.

Note: You have come to the end of the "Supporting Your Employees Through Onboarding" section.  If you are in the Onboarding process with us and need further assistance, please email us at onboarding@vestwell.com

The "All About Payroll" section is the next help center section to explore after you have completed the Task Tracker, the Alignment phone call, and many of the other valuable articles in this "Onboarding" section.