# 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.