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Vestwell's app lets 403(b) participants adjust contributions, track progress, and access their retirement accounts in 18 languages.

The page compares bundled, TPA-unbundled, and pooled retirement plan options for advisors to match plan designs to client goals.

Offer a Safe Harbor 401(k) that stays IRS-compliant by default—set up in under 30 minutes with approved match formulas and 1:1 onboarding support.

The company offers a Solo 401(k) that lets self-employed people contribute as both employer and employee, choose Roth or traditional options, and convert to a full 401(k) as they grow.

The guide outlines five steps for setting up a 401(k) plan: choosing a provider, designing the plan, preparing plan documents, setting up payroll, and enrolling employees.

Advisor Kevin Price converted six client plans to Vestwell, gaining access to open-architecture ETFs, smoother conversions, and higher engagement.

A comprehensive guide to Safe Harbor 401(k) plans for employers: how they work, who benefits, contribution formulas, setup steps, and key IRS deadlines.

The guide compares retirement, emergency savings, 529, student loan, and ABLE benefits for employers.

Vestwell offers careers with hybrid work and benefits.

The page compares Vestwell's Starter(k), Workplace, Plus, and Solo(k) retirement plans by pricing, features, and eligibility.

Vestwell's leadership team, board, and investors include founder and CEO Aaron Schumm.

Meet Vestwell, the company building the backbone of the modern savings economy—powering retirement, education, and emergency savings for 2.55M+ savers.

Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers.

Vestwell's privacy policies cover how the company collects, uses, and shares personal information for plan participants, savers, and state program enrollees.