Division of Responsibilities

Vestwell supports your business by making it easier for you to access and implement a retirement plan, including everything from onboarding to ongoing administration and compliance. That said, overseeing a retirement plan is a team sport, with a division of responsibility across the Plan Sponsor, Advisor, and Vestwell. Since your advisor is serving as the plan’s investment fiduciary -- either as an investment advisor or investment manager -- Vestwell is responsible for record-keeping, plan administration, and providing a streamlined technology platform.  If you’re wondering how it all fits together, please click here for a breakdown of responsibilities.