A modern retirement benefit built for your business.

Namely has partnered with Vestwell to offer a customizable, streamlined, and affordable retirement plan for your workforce. Join more than 350,000 businesses across all 50 states enabled by Vestwell’s modern savings platform.

Exclusive pricing and plan options only for Namely customers.

Workplace

$125/mo

Our most basic option with simplified plan features.

Includes:

• 1:1 onboarding contact & dedicated service team
• Payroll integration with Namely
• 3(16) plan Administration and 3(38) investment management
• Recordkeeping and custody
• Standard plan design options including basic safe harbor features & optional hardship withdrawals and loans

Plus

$175/mo

Choose Plus if you're seeking more flexible plan features at an affordable price point.

Includes everything in Workplace, plus:

• Expert plan design consultation
• Complex eligibility options including hours-based eligibility
• Flexible vesting options
• Extended safe harbor and profit-sharing features
• Discretionary match options

Employee Pricing

Saving with Vestwell can cost savers up to 8x less than the industry average:

• 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 service team through phone, email, or live chat
• Explore a comprehensive digital help center with 401(k) educational articles and videos

$8 / month

For less than 30 cents a day, active employees get access to our best-in-class retirement platform, comprehensive financial education resources, and on-demand support.

0.50%/ year

Employees can rest assured that investments are selected, managed, and monitored in their best interest.

CASE STUDY

Don't just take our word for it.

Hear directly from a customer like you on how Vestwell's payroll integration makes it easy to manage their plan.

Let's see your potential savings!

If you start a qualified retirement plan with auto-enrollment, you may qualify to earn tax credits of $15,000 or more depending on the size and eligibility of your business.

Calculate Savings

With tax credits, your plan will cost $0 over the plan's first three years!

Total recordkeeping fees

$2,000

$1,500

$1,500

$5,000
    › Annual recordkeeping fees

$1,500

$1,500

$1,500

$4,500
    › Setup fee
? $500

$0

$0

$500
    › Employee fee (optional)?
$960

$960

$960

$2,880

Total tax credits up to

$7,500

$5,750

$4,500

$17,750

› Start-up credit
? $2,000

$1,500

$1,500

$5,000

› Auto-enrollment credit
? $500

$500

$500

$1,500

› Matching contributions*
?$5,000

$3,750

$2,500

$11,250

You're eligible for $11,250 in tax credits from matching contributions over the plan's first three years!

Build your offering confidently with Namely and Vestwell.

With affordable pricing and seamless integration with Namely, there's never been a better time to start a 401(k) plan.