Employees Tab – Vestwell Help Center

Employee List

While in the “Plans” tab and click on the employee’s tab to view your list of employees.

Each employee listed will have a checkmark next to their name if they are currently participating in the plan.

• Status: This column will show all possible employee statuses.
• Balance Column: This will show an employee's balance if any.
• Investments Column: This will show the employee's current investment selection.

Filter Through Employees

Use the drop-down menu to filter through the employee’s statuses:

• Eligible
• Pending
• Awaiting Entry Date
• Ineligible
• Terminated
• Terminated With Balance

You may also search for employees by name using the search field.

Clicking on an employee's name will bring you to a separate page where you can find the following tabs:

• Balance
• Transactions
• Holdings
• Performance
• Statements

Balance Tab

You will be able to see the employee's Age, Eligibility, and Registration status.

You will also be able to view the employee's balance, which is :

• Employee Contribution Balance total: Pre-tax or Roth
• Rollover Balance
• Employer Contribution Balance total: Unvested and Vested
• Current Loan Balances - if any

To the right of your screen, you will see additional information, such as:

• Deferral Election amounts
• Total contributions for the year
• Their selected investment information
• If they have selected a beneficiary
• Email and contact information

Transactions Tab

The transactions tab will show the employee's Pending and Completed transactions. This view can be set to reflect 30 days, 90 days, and Year-to-date transactions. The view can also be filtered by:

• Adjustments
• Contributions
• Dividends
• Fees
• Loans
• Other
• Transfers
• Withdrawals
• All Transactions

Holdings Tab

View the employee's current positions, which will show:

• Funds
• Portion
• Position
• Asset Class
• Expense Ratio

Performance Tab

View the account performance showcased by a structured timeline.

Statements Tab

View and download the individual's available statements; these will be listed by Quarter.

We hope you found this article to be helpful. If you need additional assistance, please contact us at clientsuccess@vestwell.com