
Secure Your Plan Before the Deadline




Why Choose a Safe Harbor Retirement Plan?
IRS compliance
Avoid annual testing
Attract and retain talent
Show employees you’re invested in their future
Unlock valuable tax credits
Up to $16,500
BUILT FOR EVERYDAY EMPLOYERS
“The Safe Harbor program makes it so that I don't have to worry about compliance. It’s a generous plan that keeps things simple for us.”
Howard Berkson, Attorney and Managing Member,
Boston Avenue Law
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1$0 base fee applies until the end of 2025. After, the standard base fees for each plan will apply.
2Average of Vestwell funded plans between 2021 and 2023.
3Vestwell, 2024 Saving Trends Report, www.vestwell.com/read/2024-saving-trends-report.
Testimonials are provided voluntarily and without compensation.By signing, you are agreeing to the terms of Vestwell’s limited time promotion for new plans that engage Vestwell for its recordkeeping and other services. In order to qualify for this promotion, (a) the Order Form and our Terms of Service must be signed within 2 weeks; (b) your Plan must fully complete our onboarding process and begin contributions within 45 days of executing our services agreement; and (c) the Plan and Plan Sponsor must remain in full compliance with all other terms and conditions of our Terms of Service at the time of payment of this promotion is made.
Subject to those terms and conditions, Vestwell will reduce the per participant fee by $2.00 per month for each participant who maintains a balance in the Plan. This promotion may not be exchanged for any revisions to our Terms of Service or other compensation and it may not be combined with any other discount or offer. All terms of this promotion are subject to change in Vestwell’s sole discretion and Vestwell may terminate, change, or suspend this promotion at any time. The terms and conditions of this promotion do not replace or affect in any way Vestwell’s Terms of Service. You could lose money by investing in the Plan. Investing involves risk, including risk of loss. Past performance does not guarantee future results. Consult an appropriate professional regarding your situation. Vestwell does not provide tax, financial, investment, or legal advice.
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