Vestwell Contributions Update
May 2022 - The Vestwell Employer Portal has undergone specific enhancements to further improve the Contribution submission process. Please review this article to learn more about our newly released features. The new features are being deployed on a rolling basis beginning May 5th. Not all plans will have this feature available to them but will do so by the end of Quarter 3, 2022. The article below is intended for plans who have not yet been rolled into the new Contribution Submission Process.
(Legacy) Submitting Off-Cycle Contributions
If you need to submit a contribution that is not tied to a regular pay cycle, log onto your portal and click on the 'Contribution' tab to the left of your screen. Then look for the “Submit New off-Cycle Contribution” link under the Upcoming Contributions list on the main page. As seen below:
The first step in submitting an off-cycle contribution will be selecting the date of the contribution.
From here, you can upload a spreadsheet with your contributions by clicking the Upload button and selecting the appropriate file from your computer.
- Click on the "Upload Guide" link to see instructions on how to this file should be formatted. Note: that the number of columns required for an off-cycle contribution is a lot less than a regular submission.
Once uploaded, the system will check to see if all required data was included in the file. If your file contains all of the required columns, you will see a checkmark on the screen. You can also expand the section below to see all of the columns that were found on the uploaded file. You can now proceed by clicking “Send & Validate.”
From here, the process is the same as a Regular Pay Cycle Submission
Viewing the Status of a Previous Submission
To view the status of the previous submissions, you can either:
- Select a specific contribution from the "Contributions In-Process" section
- Click on the “See all Contributions” link
Once a contribution is selected, you will be able to see the details in the below view. You can select other contribution dates from this screen by selecting one from the left-hand list.
