Employee Communication Resources

  • Participant Welcome Email Preview
    • A friendly Vestwell email inviting employees to register for their retirement plan and guiding them on how to adjust contributions, manage investments, and monitor their savings online.
  • Email Template for your Employees
    • An internal email draft urging employees to join their Vestwell 401(k) plan, highlighting easy payroll contributions, flexible investments, and secure online access.
  • Enrollment Walkthrough (Video)
    • A step-by-step guide walking employees through how to set up their Vestwell retirement account and begin saving.
  • Enrollment Overview (PDF)
    • An easy, two-page guide showing employees how to sign up for their new Vestwell 401(k), set up automatic contributions, and enjoy tax benefits as their savings grow.
  • Enrollment Overview (PDF) Spanish Version
    • The same guide as above translated for Spanish speakers.