Financial Advisors

Deliver retirement, education, and emergency savings solutions through one streamlined experience—helping you deepen client relationships, expand your offering, and scale with confidence.

Retirement(7)

Safe Harbor 401(k) A streamlined 401(k) plan with simplified compliance and maximized contributions](/content/products/safe-harbor-401k/for-advisors/index.html)

Traditional 401(k) A flexible 401(k) plan with various employer contribution options](/content/products/traditional-401k/for-advisors/index.html)

Solo(k) A retirement plan for the self-employed and solo-owners](/content/products/solo-k/for-advisors/index.html)

Starter(k) A simplified, low-cost option for new plans--with no employer match](/content/products/starter-k/for-advisors/index.html)

403(b) A retirement plan for schools, nonprofits, and certain public organizations](/content/products/403b/for-advisors/index.html)

State Auto IRA A state-sponsored retirement program for employees without a workplace plan](/content/products/government-savings/for-advisors/index.html)

Pooled Plans A shared retirement plan with other companies offering administrative benefits](/content/products/pooled-plans/for-advisors/index.html)

Education(2)

529 Education Savings A tax-advantaged way to save for future education costs](/content/products/529-educational-savings/for-advisors/index.html)

Tuition Reimbursement A benefit that reimburses employees for approved courses and skill development](/content/products/tuition-reimbursement/for-advisors/index.html)

Specialty(2)

Emergency Savings A secure way to save for life's unexpected expenses](/content/products/emergency-savings/for-advisors/index.html)

ABLE Expand relationships through Vestwell ABLE accounts.](/content/products/able/for-advisors/index.html)

All-in-one platform

Bring retirement, education, and emergency savings solutions together on a single, integrated platform to deliver comprehensive financial wellness for every client.

Streamlined plan management

Easily set up, manage, and maintain plans with tools designed to simplify administration, automate compliance, and free up time so you can focus on client relationships.

Customizable solutions

Offer flexible plans that can be tailored to meet the diverse needs of businesses and individuals, reinforcing your brand while meeting clients where they are.

Dedicated support

Every advisor on our platform is assigned a dedicated Advisor Success Manager, along with onboarding assistance, plan design guidance, and responsive support to help grow and manage your practice confidently.

Designed for growth

Whether it's your first plan or your 500th, Vestwell helps you scale efficiently—with resources and reporting to support every stage of your business.

Case Study

Making the Switch: How Interlake Capital Modernized Its Offering With Vestwell

Interlake Capital Management converted six plans to Vestwell in just one year, boosting engagement and advisor confidence while setting the stage for long-term growth.

Deliver more for less with Partner Plus.

Vestwell’s Partner Plus program empowers advisors to provide cost-effective retirement plans with no employer expense, flexible participant pricing, and full investment control—enhancing client trust and access to best-in-class stable value funds.

Plan types decoded: a guide for financial advisors

Equip your practice with the knowledge to recommend the right retirement plan types to your clients.

Elevate your practice. Exceed client expectations.

Vestwell handles the recordkeeping, administration, and employee engagement—so you can focus on providing strategic guidance and building client relationships.

FAQs

What types of savings plans does Vestwell support?
Vestwell offers retirement, education, disability, emergency savings, and more—all on a single, integrated platform.

How customizable are the plans I offer through Vestwell?
Plans are highly customizable—allowing for flexible plan design, eligibility rules, vesting schedules, investment options, and more—to meet the specific needs of your clients.

What’s the onboarding process like for me and my clients?
Vestwell’s onboarding process is guided and efficient, with tools and support to make plan transitions, plan setup, and employee enrollments smooth and straightforward.

How does Vestwell help me deepen relationships with clients?
By offering a comprehensive suite of savings solutions and a personalized user experience, Vestwell enables advisors to deliver holistic financial wellness and build long-term trust with clients.

Does Vestwell integrate with payroll providers?
Vestwell has the ability to integrate with 190+ payroll providers to automate contributions, sync data, and ensure timely, accurate plan administration.