Your Vestwell Saver Portal - Retirement Overview Page
When you log in to your Vestwell Saver Portal, you are directed to the 'Home Page', also known as the Retirement Overview Page. It can always be accessed by clicking the 🏠 icon located on the left-hand menu.
From this page, you can
- View your current account balance and yearly contribution percentage
- Set your deferral election
- Manage your investments
- Designate a beneficiary
- View your most recent contributions
- Elect to start a rollover or withdrawal
Retirement Savings Window
In the Retirement Savings Window, you can view your current account balance and the percentage towards your annually allotted limit you have contributed to.
You can also access the Account Details tab by clicking on the hyperlink in blue.
I Am Saving... Window
The 'I Am Saving...' window reflects your current deferral elections. You can click on the 'Change Savings' option to change or update your deferral elections.
I Am Invested In... Window
The 'I Am Invested In...' window reflects the current investment strategy you are enrolled in. Clicking on the Manage Investments option will bring you to the update your investment strategy page.
My Beneficiary Is...Window
The 'My Beneficiary Is...' window reflects your current primary beneficiary election. You choose to change or update your beneficiary election by selecting the 'Change Beneficiary' button. Learn more about beneficiary designations by clicking here.
Recent Contributions Section
The recent contributions section lists the most recent contributions by funding source as well as any pending transactions. By clicking the 'All Transactions' button, you will be brought to the 'Transactions' tab on the 'Account Details' page.
We hope this information is helpful, if you have any questions, please contact us at email@example.com