Employer Onboarding PDF Guide

Welcome to Vestwell! 

We’re thrilled to be working with you and look forward to delivering a great user experience. To ensure a smooth onboarding please consult our Onboarding Guide to go over a breakdown of:

  • Initial Setup
  • Kickoff Meeting
  • Plan & Payroll Setup
  • Preparing for Plan Start Date
  • Onboarding Completion 

If you have any questions, please contact us at onboarding@vestwell.com