Vestwell Help Center

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SaversEmployersAdvisorsGradifiEmergency SavingsTPAs

Savers: Explore popular topics

• Getting Started & Your Vestwell Saver Portal

• The Vestwell Mobile App

  • Getting Started
  • Your Vestwell Saver Portal
  • Welcome to The Vestwell Help Center

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• Retirement 101

• 401(k) Basics

  • Learning About Your Plan
  • Educational Material
  • Welcome To Retirement 101

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• How do I..? & FAQ's

• Payroll Resources

  • Registration & Initial Setup
  • Account Settings
  • Contributions, Balances, & Plan Documents
  • Investments Overview
  • Rollovers & Withdrawals
  • Miscellaneous
  • Welcome to How Do I..? & FAQ's

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• Vestwell Video Library

• How to Video Series

  • Help Center Walkthrough

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• About Vestwell

• Vestwell Policies and Forms

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• COVID-19 & CARES Act Information

• CARES Act

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Employers: Explore popular topics

• Solo 401(k)

• Frequently Asked Questions: Solo 401(k)

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• Self-Enroll in a Vestwell 401(k)

• How Does Eligibility Work?

  • Self-Service Onboarding Walkthrough

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• Enrollment Center

• How To Set Up Your Retirement Account & Start Saving

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• Employer Onboarding Guide for New and Conversion Plans

• Digital Onboarding

  • Understanding Your Census and Submitting Your First Payroll
  • Plan Conversions
  • Supporting Your Employees Through Onboarding
  • Resources for Your Onboarding Experience
  • Let's Get Started

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• Your Vestwell Employer Portal

• Your Vestwell Employer Portal Home Page

  • Your Vestwell Employer Portal Employees Page
  • Your Vestwell Employer Portal Contributions Page
  • Your Vestwell Employer Portal My Plan Page
  • Your Vestwell Employer Portal My Company Page
  • Your Vestwell Employer Portal Reports Page
  • How to Change Your Language Preferences
  • How to Video Series - Employer Portal Walkthrough

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• All About Payroll

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• Retirement 101 and FAQs for Employers

• Retirement 101

  • Supporting Your Plan
  • About Fees and Payments
  • Resource Library
  • Welcome To Retirement 101 For Employers

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• Compliance & Year-End Testing

• Mid-Year Testing

  • Compliance and Year-End Testing
  • Government Reporting and Plan Audits
  • Year-End Process Overview & Timeline

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• COVID-19 & CARES Act Information

• CARES Act - Sponsor Resources

  • CARES Act FAQs for Plan Sponsors

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Advisors: Explore popular topics

• Getting Started

• Advisor Help Center Walkthrough Video

  • What You Need To Know To Offer Plans Through Vestwell
  • Division of Responsibilities (For Advisors)
  • Vestwell Platform Investment Procedures

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• Your Advisor Portal

• Plans

  • Onboarding
  • My Firm
  • Reports
  • How to Change Your Language Preferences
  • Switch Between Accounts (for Advisors)
  • Navigating Your Advisor Portal
  • Help Center Pop-Up Window for Your Advisor Portal

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• How Do I...? and FAQs

• 401(k) Plan Deposits: Payroll Deduction Process Explained

  • How To Reset Your Advisor Password
  • The Many Benefits of Two-Factor Authentication
  • How Do I Contact Advisor Support?
  • How To Unlock My Advisor Account?
  • Logging In to My Advisor Portal With Two-Factor Authentication

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• Payroll and Integrations

• How Do I Change My Pay Group With An Enabled Integration?

  • Payroll Integrations - Descriptions and Responsibilities (For Advisors)
  • Contribution Submissions - An Overview (For Advisors)
  • Payroll File Submission Timelines (For Advisors)
  • Why Do Payroll Delays Occur and How Can They Be Voided? (For Advisors)

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• Year End Testing

• Annual Testing Process Overview (For Advisors)

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• Materials

• Changing Advisors

  • Plan Sponsor Materials
  • Employee Educational Materials

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Gradifi: Explore popular topics

• Employees

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• Employers

• Tuition Reimbursement Program

  • Introduction to Gradifi
  • Setting Up Your Programs
  • Submitting Eligible Participants
  • Inviting Eligible Participants
  • Updating Eligible Participants

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Emergency Savings: Explore popular topics

• Employees

• How Do I Withdraw Money From My Emergency Savings Account?

  • How Do I Adjust My Emergency Savings Account Contributions?
  • How Do I Register for My Emergency Savings Account?

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• Employers

• How Do I Set Up Emergency Savings Account Incentives?

  • Overview: How Do I Submit Emergency Savings Account Contributions?
  • How Do I Submit Emergency Savings Account Contributions by Reusing Data from a Previous Submission?
  • How Do I Submit Emergency Savings Account Contributions Directly via the Portal?
  • How Do I Submit Emergency Savings Account Contributions via File Upload?

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TPAs: Explore popular topics

• Your TPA Portal

• Frequently Asked Questions

  • How to Create Reports
  • How to Edit Plan Design Information
  • How to Grant TPA Portal Access

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ENROLLMENT WEBINAR

401(k) Basics: Saving for Retirement

Join us for a 20-minute walkthrough to help you get started on the path to saving.

Watch Now

ENROLLMENT WEBINAR

401(k) Basics: Saving for Retirement

Join us for a 20-minute walkthrough to help you get started on the path to saving.

Watch Now