Employer Onboarding Guide for New and Conversion Plans

To properly onboard your plan, we need certain information about your business, employees, and payroll system. We created a Digital Onboarding experience that guides you through the initial data gathering steps. Once you've completed them, we'll schedule an alignment call with you to make sure we have everything we need. In this section, you will find helpful information about registering for your Vestwell account and completing Digital Onboarding.