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  1. Vestwell
  2. Employer Support
  3. Employer Onboarding Guide For New And Conversion Plans
  4. Plan Conversions

Plan Conversions

  • Plan Conversion Process
  • Will My Employees Be Notified About The Transfer?
  • What Do I Need from My Previous Provider?
  • How Will My Participants Be Notified of the Transfer of Assets?
  • What Happens To Loans During Conversions?
  • What Happens with the Outstanding Plan Loans?