An affordable, easy 401(k) solution custom built for you.

WVCBA teamed up with Intellicents and Vestwell to provide a flexible and tailored retirement solution for your business

Exclusive pricing and plan options made for your business.

OUR PRODUCTS

GOP

$165/mo

 

With a Group of Plans (GoP), many different companies can join forces and pool their resources into one plan, therefore reducing administrative burdens and costs.

Includes:


  • Checkmark Reduced administrative burdens and fiduciary responsibilities
  • Checkmark Dedicated service representative
  • Checkmark 3(16) Administration
  • Checkmark 3(38) Investment Management
BONUS
Tax credits can almost entirely offset the cost of a new 401(k) plan - up to $5,000/year plus an additional $500/year if the plan features auto-enrollment. Calculate cost ›

Employee Pricing*

Your employees will be able to:

Start saving for retirement in less than five minutes
View their savings, investment strategy and fund breakdown in a few simple steps
Access support from a dedicated client success manager through phone and email
Explore a comprehensive digital help center with 401(k) educational articles and videos

$7 / month

For less than 30 cents a day, your employees can have a high-quality retirement platform with a dedicated customer support manager.

0.35% / year

Covers investment management services - i.e. selecting, managing and monitoring your plan’s investments.

Let's see your potential savings!

If you start a qualified retirement plan with auto-enrollment, you may qualify to earn more than $150,000 in tax credits over a three-year period.

Do you currently have a 401(k) plan?

What year was it started?

If the plan is more than five years old, it may not be eligible for tax credits. But you may still be eligible for a $500 auto-enrollment credit!

How many employees (including owners) were paid more than $5,000 in W-2 wages last year??

If there are more than 100 employees, only the auto-enrollment credit may be applied.

How many of those employees will earn more than $100,000 this year??

Please enter number equal to or less than your total employee count.

How many of those employees are classified as owners (as defined by the IRS)? ?

Who will pay the monthly employee fees??

Which plan type?

The maximum number of employees for a Solo plan is 1. Please adjust for accurate results.

Year 1
Year 2
Year 3
Total

Total recordkeeping fees

   › Annual recordkeeping fees

   › Setup fee ?

   › Employee fee (optional)?

Total tax credits up to

 › Start-up credit ?

 › Auto-enrollment credit ?

 › Matching contributions* ?

Please note: this calculator is for illustration purposes only. It should not be construed as tax advice. Please consult a tax professional regarding specific tax needs. For further information please visit the IRS website. The tax credits available to your company may change based up on the number of HCEs. Also, the definition of HCE may change based on IRS rules.

Get Started
* Please note, this number does not take into account the total amount the employer would be contributing, just the possible tax credit they can receive. For example, if the average salary is $50,000 and there's a 3% match, that's a $1,500/yr contribution from the employer. If there's less than 50 employees, this tax credit would cover the first $1,000, leaving the employer with a $500 net contribution per employee.

Ready to get started?

With exclusive pricing, innovative solutions, and 100+ payroll integrations, there's never been a better time to start a 401(k) plan.

 

As-Seen-In

sales@vestwell.com

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. READ OUR PRIVACY POLICY. VIEW THE FORM ADV PART 1 AND FORM ADV PART 2 FOR VESTWELL ADVISORS, LLC.

*NOTE: This cost can be passed on to the employee.

© Copyright 2024 Vestwell Holdings, Inc.

vestwell-logo-white
Advisors choice white
Inc-5000