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Ratings and Reviews 3 Ratings
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What is Vestwell?
Custom investment strategies and plan configurations allow you to establish a versatile offering that meets your immediate requirements while also being flexible enough to adapt to your business's future growth. Experience a modern and user-friendly interface that promotes higher engagement and satisfaction among users. Our clear and competitive pricing structure guarantees that both you and your employees have complete visibility into all associated costs. We provide extensive administrative services that encompass operations, support, and adherence to 3(38), 3(21), and/or 3(16) regulations. Whether you opt to work alongside an advisor or prefer a more independent approach, we assist you in identifying the most suitable plan for you and your team. Utilize our digital, interactive portal to access essential information needed to effectively manage and service your plan. Getting your employees on board with saving is straightforward; simply upload your initial payroll and census data, and we’ll handle the rest, ensuring a smooth transition into your new savings initiative. With our dedicated support, your workforce will quickly find themselves on the road to financial stability, and you'll be equipped with the tools necessary to foster their long-term success.
What is Guideline?
Small business owners can easily access a straightforward and budget-friendly 401(k) plan. Our mission is to ensure that every small business has the opportunity to provide a 401(k) that helps employees build a retirement they can look forward to. We seamlessly integrate with leading payroll providers, manage plan administration, and offer affordable mutual fund choices. Unlike other 401(k) plans, we do not impose extra fees on investments. We stand out by handling administration, compliance testing, recordkeeping, and other essential tasks to simplify your responsibilities. Our service is comprehensive, taking care of everything from employee onboarding to compliance testing, government filings, and meticulous recordkeeping. We pride ourselves on predictable pricing, charging a single, all-inclusive fee that starts at $39 per month plus $8 for each participating employee, with no hidden setup or investment costs. Furthermore, our full payroll integration ensures that employee data is automatically synced, enhancing efficiency and accuracy in managing retirement contributions. This way, small businesses can focus on growth while we manage their retirement needs.
Integrations Supported
OnPay
ADP Workforce Now
BambooHR
Flywire
Gusto
Insperity
Namely
Patriot Payroll
Paychex Flex
Paylocity
Integrations Supported
OnPay
ADP Workforce Now
BambooHR
Flywire
Gusto
Insperity
Namely
Patriot Payroll
Paychex Flex
Paylocity
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Vestwell
Date Founded
2016
Company Location
United States
Company Website
www.vestwell.com/employer-sponsored-retirement-plan
Company Facts
Organization Name
Guideline
Company Location
United States
Company Website
www.guideline.com