Are retirement funds safe and data secure during the transition?

Vestwell’s platform was designed with security in mind since our company’s inception.

Employee data and account balances will transition securely to Vestwell’s platform. We follow industry standards to protect employee data, exceed Department of Labor (DOL) and Securities and Exchange Commission (SEC) guidelines, and regularly undergo System and Organization Controls (SOC) audits with regulatory bank department oversight. We are one of the few providers in our segment of the market to have our own trust company, which encompasses direct regulatory oversight and control.

Can I see a copy of Vestwell’s privacy policy or SOC reports?

Yes. Vestwell’s privacy policy is available at vestwell.com/privacy. For SOC 1 and SOC 2 reports, contact Vestwell Employer Support and we’ll connect you with the appropriate team.

Who can I contact for support during the transition?

Your plan will be supported by a dedicated team of retirement specialists for seamless plan management and a smooth plan launch. Plus, advisors get 1:1 relationship managers for tailored guidance on their plans and practice. Vestwell offers multiple support channels, including email, chat, and a Help Center with step-by-step guidance and FAQs. Our team is available to support you throughout the transition when you need it at clientsuccess@vestwell.com. Employees can reach out to help@vestwell.com for support.

I’m looking for support on my existing Accrue 401k plan. How can I get help?

If you need service-related support for your plan before it converts to Vestwell, you can find contact information here.