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Employer Support

Self-Enroll in a Vestwell 401(k)

  • How Does Eligibility Work?
  • Self-Service Onboarding Walkthrough

Enrollment Center

  • How To Set Up Your Retirement Account & Start Saving

Employer Onboarding Guide for New and Conversion Plans

  • Digital Onboarding
  • Understanding Your Census and Submitting Your First Payroll
  • Plan Conversions
  • Supporting Your Employees Through Onboarding
  • Resources for Your Onboarding Experience
  • Let's Get Started

Your Vestwell Employer Portal

  • Your Vestwell Employer Portal Home Page
  • Your Vestwell Employer Portal Employees Page
  • Your Vestwell Employer Portal Contributions Page
  • Your Vestwell Employer Portal My Plan Page
  • Your Vestwell Employer Portal My Company Page
  • Your Vestwell Employer Portal Reports Page
  • How to Video Series - Employer Portal Walkthrough
  • Welcome to Your Vestwell Employer Portal

All About Payroll

  • New Vestwell Contributions Process - How to's & FAQ's
  • Payroll Integrations
  • FAQs About Payroll File Submissions
  • Special Instructions for Plans Supported by Justworks and Chick-fil-A Payroll Systems

Retirement 101 and FAQs for Employers

  • Retirement 101
  • Supporting Your Plan
  • About Fees and Payments
  • Resource Library
  • Welcome To Retirement 101 For Employers

Compliance & Year-End Testing

  • Compliance and Year-End Testing
  • Government Reporting and Plan Audits
  • Year-End Process Overview & Timeline

COVID-19 & CARES Act Information

  • CARES Act - Sponsor Resources
  • CARES Act FAQs for Plan Sponsors
  • Copyright © 2024 Vestwell Holdings Inc.
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    VESTWELL.COM IS OWNED AND OPERATED BY VESTWELL HOLDINGS INC. AND ITS SUBSIDIARIES. ("VESTWELL"), LOCATED IN NEW YORK, NY. INVESTMENT-RELATED CONTENT IS PROVIDED FOR GENERAL INFORMATION PURPOSES BY VESTWELL ADVISORS, LLC, AN SEC-REGISTERED INVESTMENT ADVISER, AND IS NOT INTENDED TO BE CONSTRUED AS INVESTMENT ADVICE. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.