Plan Sponsor Materials

We are thrilled that you have chosen to work with Vestwell.  We know that you have many record-keepers to select from, and it is a privilege to partner with you.  Our goal is to support you with educational materials for your clients and meetings; we are always building our library, so check in often to see what is new.

Below please find links to printable employer-facing materials.  Remember to check with your broker-dealer and compliance teams for approval to use these materials. 

Payroll Partner Integrations Road Map - 1-page high-level description of steps the plan-sponsor/employer needs to take to integrate their Payroll provider with Vestwell.  Specific payroll providers' information may be found on our Employer Help Center under the "All About Payroll" section and articles regarding "Payroll Integrations".