When it’s time to confirm your company’s plan setup on the Vestwell platform, you’ll receive a registration email with a link to complete a simple four-step setup flow. The entire process takes just a few minutes per step and ensures your plan information transfers accurately.

We’ve created this pre-transition checklist so you can track your progress as you prepare for your move.

Pro-tip: Your plan’s authorized signer should complete this process.

Step 1: Confirm Your Account Details

You’ll:

• Set your username and password
• Review and confirm pre-populated company details, such as:
  • Legal business name
  • EIN
  • Company address
  • Plan contact information

Make updates as needed to ensure accuracy.

Step 2: Accept Agreements

You’ll accept the required agreements that allow Vestwell to:

• Administer your plan on the Vestwell platform
• Update your plan’s 3(38) investment fiduciary
• Configure goal-based investing options

A 3(38) investment fiduciary is the investment manager responsible for selecting, monitoring, and managing your plan’s investment lineup.

Step 3: Set Plan Feature Preferences

You’ll select your goal-based investing settings for employees, a personalized investment strategy based on retirement income goals.

Options include:

• Making goal-based investing the default strategy
• Offering it as an optional choice employees can select

Step 4: Validate & Set Up Payroll

You’ll:

• Confirm employee pay groups and schedules
• Verify payroll contacts
• Confirm or update your company bank account
• Reconnect payroll integrations if applicable

Pro tip: Have your bank account details ready to avoid delays.

Once plan setup is complete, you’ll gain access to your Vestwell employer portal, where you can manage your plan, monitor participation, and access reports.