switcher

Here’s the sitch. It’s time to make the switch. Save up to $2,100 in fees when you switch your 401(k) plan to Vestwell.

Our expert team is dedicated to ensuring a seamless transition—helping you simplify administration and unlock immediate benefits for your organization. Upgrade from your current provider before the end of the month to be eligible for no employer monthly fees for 12 months.

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Saving with Vestwell has never been easier—or more affordable.

  • 12 monthsof Vestwell base fees waived
  • $2,000+in potential savings
  • $16,500+in potential tax credits over three years

Modern Experience That Drives Participation and Engagement

Switching to Vestwell’s intuitive platform consistently boosts employee participation rates—often doubling engagement—thanks to simple onboarding, user-friendly portals, and robust educational resources.

Effortless Administration Through Seamless Payroll Integration

Vestwell automates plan management with over 360° payroll integrations, eliminating manual tasks and freeing HR teams to focus on what matters most.

Competitive Advantage in Recruiting and Retention

With streamlined retirement benefits and automated administration, companies quickly become employers of choice—using Vestwell’s plans to attract top talent and enhance workforce satisfaction.

“It was really easy compared to onboarding with the company I had before. I didn't have hours of work to do or a bunch of reports to compile. It was very simple.”
Case Study

Making the Switch: Why Seiler Lankes Group Partnered With Vestwell for a Seamless 401(k) Plan Conversion

Transitioning to Vestwell with QuickBooks payroll integration eliminated the need for manual contributions, streamlining plan administration into a simple “set it and forget it” process. This automation not only eased administrative burden but also made retirement benefits a much stronger recruiting tool. Employees now enjoy the ability to easily enroll and manage their accounts within Vestwell’s intuitive online portal, supporting both retention and satisfaction.

Read more here

Insights for the future you’re building.

Vestwell (vest-wel) v. ❶ to equip individuals or institutions with the tools, confidence, and access they need to save meaningfully and move toward financial well-being. ❷ modernize outdated systems of saving with intuitive technology and inclusive infrastructure.

For the future.

All testimonials and similar statements are made voluntarily and without any cash or non-cash compensation paid by Vestwell in exchange for the testimonial.

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