Welcome! We’re glad you’re here. Your retirement plan is transitioning from Accrue 401k (formerly serviced by Guideline) to Vestwell, and our goal is to make this move smooth, secure, and easy to navigate.

To Vestwell is to equip employers, individuals, and institutions with the tools, confidence, and access they need to save meaningfully and move toward financial well-being. We’re here to make saving for life’s most important milestones accessible to everyone. Our platform goes beyond retirement to include education, healthcare, emergency savings, student loan repayment, and disability savings, giving every saver the tools to thrive.

Why Accrue 401k Chose Vestwell

Accrue 401k selected Vestwell after a thorough review of retirement platforms, prioritizing:

• Continuity and reliability
• Secure, compliant plan administration
• A modern, connected savings experience

“When a plan changes hands, trust has to be earned. We’re committed to handling this transition with care, transparency, and respect for the people behind every account” says Vestwell Founder & CEO, Aaron Schumm.

This transition preserves the stability you rely on, while unlocking enhanced tools and features for the future.