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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 ShareBuilder 401k?

Our 401(k) plans are designed to help minimize the costs related to retirement benefits, enabling you to increase your savings effectively. Whether you are a startup launching your first 401(k) or an established organization looking to optimize expenses and improve your offerings, we are committed to supporting your goals. Learn about the benefits such as tax reductions and higher annual contribution limits that come with a 401(k). By choosing from our diverse range of high-quality investment options, you can make your financial commitments more cost-effective. This approach not only presents the chance to lower taxes for both you and your business but also ensures a more secure financial future. We offer customized 401(k) solutions suited for everyone, from self-employed professionals to companies with a workforce of up to 100 employees. As you build your retirement savings, you can also work toward alleviating your tax liabilities. Leverage the knowledge of ShareBuilder Advisors alongside the assistance of our Customer Success Managers for expert guidance. For those new to implementing a 401(k) plan, a quick online search can reveal essential factors to consider when choosing a provider, including the services they offer, associated costs, and investment choices that are vital for your success. Here are some important tips to help you navigate this process effectively. Moreover, investing time to familiarize yourself with the features of our plans will enable you to make well-informed decisions that benefit your financial future. Ultimately, understanding these elements will provide you with the tools needed to secure a prosperous retirement.

Media

Media

Integrations Supported

ADP Workforce Now
Asure
Flywire
Gusto
Insperity
Namely
Netchex
OnPay
Patriot Payroll
Paychex Flex
Paylocity
QuickBooks Online
RUN Powered by ADP
Rippling
Toast
TriNet

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
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

ShareBuilder 401k

Date Founded

2005

Company Location

United States

Company Website

www.sharebuilder401k.com

Categories and Features

401(k)

Not specified

Categories and Features

401(k)

Not specified

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