Employee Onboarding Support

Send a Welcome Email, Share Educational Pieces, and Hold an Enrollment Meeting

Employees receive welcome emails 30 days prior to the plan going live. You can view a sample of the welcome email here. (Click and download to open the sample email). In addition, to help employees get their plans set up, Vestwell offers all plans the option to hold a joint enrollment meeting which may also include the plan advisor, if applicable. To schedule this meeting, reach out to your client success manager.

Share Educational Pieces

In addition to holding an enrollment meeting, we encourage you to share educational material with employees. You can do this by leveraging the welcome email templates (see below) or by sharing these educational pieces covering 401(k) basics, the importance of saving, how rollovers work, and more.

  1. Enrollment Overview
  2. Enrollment Overview (Spanish)
  3. Why Save? (Infographic)
  4. Ins and Outs of a Rollover

Invite Employees to the Employee Support Center

Employees have access to additional information and guides via their Employee Support Center.

Send a Welcome Email from the Company

Suggested email templates

1. (New Plan - No auto-enroll)

Hi -

Great news…{Company} is launching a company-sponsored 401(k) plan which means you can soon start saving for retirement through direct payroll contributions!

OPTIONAL: Even better? We’ll be {matching up to x%/contributing x%} to support your savings journey and help you more quickly meet your retirement goals.

Next week you will receive an email from Vestwell with a unique link for setting up your account. If you’re interested in participating (which we highly encourage for these reasons), simply click on the link for a quick and easy setup. Additionally, here’s some information on 401(k)s and recommendations on how much to save.

If you have any questions before receiving your welcome email, please reach out at any time.

Best,

{Name}

2. (New Plan - Auto-enroll)

Hi -

Great news…{Company} is launching a company-sponsored 401(k) plan which means you can soon start saving for retirement through direct payroll contributions!

OPTIONAL: Even better? We’ll be {matching up to x%/contributing x%} to support your savings journey and help you more quickly meet your retirement goals.

Next week you will receive an email from Vestwell with a unique link to quickly and easily set up your account. If you do nothing, you will be auto-enrolled at {x%} and invested in {default investment}. However, if you wish to contribute more (encouraged for these reasons), choose your own investments, or opt out, simply click on the link and make your selections.

Want to learn more about retirement plans and how much you should consider saving? Here is a brief overview to get you started. If you have any questions before receiving your welcome email, please reach out at any time.

Best,

{Name}

3. (Conversion Plan - No auto-enroll)

Hi -

Over the next few weeks, we’ll be transitioning our corporate retirement plan to a new, digital platform powered by Vestwell. So what does this mean for you? A modernized experience, better customer support, and lower fees.

OPTIONAL: Plus, we’ll {continue matching up to/contributing x%} to support your savings journey and help you more quickly meet your retirement goals.

Next week you will receive an email from Vestwell with a unique link for setting up your account. Even if you already have a plan with our old provider, you must go through the quick and easy setup process (under 10 minutes!). This will allow you to select your contribution amount and investments. Additionally, if you have funds in your previous account and do not make any new selections, those funds will be moved over in 1-2 months and placed into a default investment selection.

Whether or not you’ve already been participating in our company-sponsored plan, we highly encourage saving for retirement for these reasons. Additionally, here’s some information on 401(k)s and recommendations on how much to save.

If you have any questions before receiving your welcome email, please reach out at any time.

Best,

{Name}

4. (Conversion Plan - Auto-enroll)

Hi -

Great news…{Company} is launching a company-sponsored 401(k) plan which means you can soon start saving for retirement through direct payroll contributions!

OPTIONAL: Plus, we’ll {continue matching up to/contributing x%} to support your savings journey and help you more quickly meet your retirement goals.

Next week you will receive an email from Vestwell with a unique link for setting up your account. If you do nothing, you will be auto-enrolled at {x%} and invested in {default investment}. Additionally, any funds from your previous account will be rolled over in 1-2 months and placed into those same investments. However, if you wish to contribute more (encouraged for these reasons), choose your own investments, or opt out, simply click on the registration link and make your selections.

If it’s helpful, here’s some information on 401(k)s and recommendations on how much to save. If you have any questions before receiving your welcome email, please reach out at any time.

Best,

{Name}