# 403(b)

For **Advisors**

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Vestwell helps you scale your retirement business with flexible plans, intuitive technology, and the support you need to build high-value client relationships.

### Plans designed for nonprofits

From startups to multi-location businesses, Vestwell enables custom plan design, including eligibility options ranging from eligibility by source to long-term part-time rules, vesting, and more.

### Less administration, more scale

Guided digital onboarding, bi-directional payroll sync, and Vestwell’s 3(16) fiduciary administration responsibilities save you time and let you focus on deepening relationships and sourcing new ones.

### Visibility that keeps you in control

An intuitive advisor dashboard gives you real-time insights into plan performance, participation, and contributions across your book of business—helping you monitor plan health and identify new opportunities.

### Open architecture investments

Build each plan’s investment lineup—from goal-based advisor-managed accounts to curated fund menus, target date funds, and guaranteed lifetime income options—giving you the flexibility to meet diverse client and saver needs.

### Mobile App

Employees can manage their account and savings on the go with the Vestwell mobile app. They can set contributions, adjust account details, and track progress anytime, anywhere.

[Download on the App Store](https://apps.apple.com/us/app/vestwell/id6502456411)

### Managed Accounts

A tool that provides a more personalized asset allocation into portfolios based on retirement and investment goals. Funds can be selected by a third-party investment fiduciary or the plan’s advisor acting as 3(38) or 3(21) fiduciary.

[Learn more](/content/blog/franklin-templeton-partners-with-vestwell-to-deliver-advisor-managed-account-offering/index.html)

### Student Loan Retirement Match

A benefit to pay back student debt while saving for retirement, with employer matching contributions of student loan payments towards employee retirement accounts.

[Learn more](/content/blog/secure-act-2-0-can-provide-added-benefits-for-plan-sponsors-and-their-employees/index.html)

### Non-Elective Contributions

A flexible option for employers to share company success by making additional contributions toward retirement accounts after the plan year ends.

[Read the case study](/content/blog/profit-sharing-made-possible-a-simple-solution-for-a-complex-plan/index.html)

### Learning Center

A complimentary, integrated library of financial wellness resources and interactive learning modules on foundational topics, from budgeting to saving for a home to planning for milestones.

## Built to power advisor success.

Our 403(b) solutions are built to work the way you do—offering plan transparency, an intuitive advisor dashboard, and the flexibility to take on as much or as little as you choose. Whether you’re serving as the plan design consultant, the 3(38) fiduciary, or anything in between, Vestwell makes it easy to scale your business without scaling your workload.

> “When we were evaluating our options, we interviewed multiple fintech solutions. Without a doubt, Vestwell was the most advisor-friendly in the marketplace.”

## Level up your retirement offering.

Deliver more value to your clients while saving time, navigating 403(b) compliance, and growing your practice with Vestwell’s advisor-first platform.

Can I see and manage all of my plans in one place?

Yes. Your advisor dashboard gives you full visibility across every Vestwell plan you manage.

Do you support safe harbor and custom plan designs?

Absolutely. We support flexible designs tailored to your client’s goals—from safe harbor to profit-sharing and more.

Will I have to handle onboarding and compliance?

No. Vestwell’s team supports every step of onboarding and handles ongoing compliance requirements for your clients.

What resources can I use in conversations with nonprofit clients?

We offer a range of educational and sales enablement resources to help you communicate value, guide client decisions, and streamline onboarding.

Can Vestwell integrate with my client’s payroll provider or work with a TPA?

Yes. We have the ability to integrate with 190+ payroll providers and can collaborate with your preferred partners to create a seamless client experience.