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SaversEmployersAdvisorsGradifiEmergency SavingsTPAs #### Savers: Explore popular topics - ## [Getting Started & Your Vestwell Saver Portal](https://support.vestwell.com/hc/en-us/sections/360011979353-Getting-Started-Your-Vestwell-Saver-Portal) - [The Vestwell Mobile App](https://support.vestwell.com/hc/en-us/sections/26735897388055-The-Vestwell-Mobile-App) - [Getting Started](https://support.vestwell.com/hc/en-us/sections/6853474841367-Getting-Started) - [Your Vestwell Saver Portal](https://support.vestwell.com/hc/en-us/sections/6853458700567-Your-Vestwell-Saver-Portal) - [Welcome to The Vestwell Help Center](https://support.vestwell.com/hc/en-us/articles/6604092719511-Welcome-to-The-Vestwell-Help-Center) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360011979353-Getting-Started-Your-Vestwell-Saver-Portal) - ## [Retirement 101](https://support.vestwell.com/hc/en-us/sections/360010935014-Retirement-101) - [401(k) Basics](https://support.vestwell.com/hc/en-us/sections/6588862698391-401-k-Basics) - [Learning About Your Plan](https://support.vestwell.com/hc/en-us/sections/6588908363927-Learning-About-Your-Plan) - [Educational Material](https://support.vestwell.com/hc/en-us/sections/6588924277143-Educational-Material) - [Welcome To Retirement 101](https://support.vestwell.com/hc/en-us/articles/6597187225623-Welcome-To-Retirement-101) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360010935014-Retirement-101) - ## [How do I..? & FAQ's](https://support.vestwell.com/hc/en-us/sections/360010935034-How-do-I-FAQ-s) - [Payroll Resources](https://support.vestwell.com/hc/en-us/sections/31934316151575-Payroll-Resources) - [Registration & Initial Setup](https://support.vestwell.com/hc/en-us/sections/6591230820503-Registration-Initial-Setup) - [Account Settings](https://support.vestwell.com/hc/en-us/sections/6591276298519-Account-Settings) - [Contributions, Balances, & Plan Documents](https://support.vestwell.com/hc/en-us/sections/6591293245975-Contributions-Balances-Plan-Documents) - [Investments Overview](https://support.vestwell.com/hc/en-us/sections/6591277671447-Investments-Overview) - [Rollovers & Withdrawals](https://support.vestwell.com/hc/en-us/sections/6591266690455-Rollovers-Withdrawals) - [Miscellaneous](https://support.vestwell.com/hc/en-us/sections/6591310482839-Miscellaneous) - [Welcome to How Do I..? & FAQ's](https://support.vestwell.com/hc/en-us/articles/6597775671959-Welcome-to-How-Do-I-FAQ-s) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360010935034-How-do-I-FAQ-s) - ## [Vestwell Video Library](https://support.vestwell.com/hc/en-us/sections/1500000906921-Vestwell-Video-Library) - [How to Video Series](https://support.vestwell.com/hc/en-us/sections/6599835609751-How-to-Video-Series) - [Help Center Walkthrough](https://support.vestwell.com/hc/en-us/articles/4408859993623-Help-Center-Walkthrough) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/1500000906921-Vestwell-Video-Library) - ## [About Vestwell](https://support.vestwell.com/hc/en-us/sections/360011979393-About-Vestwell) - [Vestwell Policies and Forms](https://support.vestwell.com/hc/en-us/articles/360057858254-Vestwell-Policies-and-Forms) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360011979393-About-Vestwell) - ## [COVID-19 & CARES Act Information](https://support.vestwell.com/hc/en-us/sections/360012062233-COVID-19-CARES-Act-Information) - [CARES Act](https://support.vestwell.com/hc/en-us/articles/360057858094-CARES-Act) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360012062233-COVID-19-CARES-Act-Information) #### Employers: Explore popular topics - ## [Solo 401(k)](https://support.vestwell.com/hc/en-us/sections/34378732411415-Solo-401-k) - [Frequently Asked Questions: Solo 401(k)](https://support.vestwell.com/hc/en-us/articles/34378799158807-Frequently-Asked-Questions-Solo-401-k) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/34378732411415-Solo-401-k) - ## [Self-Enroll in a Vestwell 401(k)](https://support.vestwell.com/hc/en-us/sections/30768845872535-Self-Enroll-in-a-Vestwell-401-k) - [How Does Eligibility Work?](https://support.vestwell.com/hc/en-us/articles/31401930322583-How-Does-Eligibility-Work) - [Self-Service Onboarding Walkthrough](https://support.vestwell.com/hc/en-us/articles/30768860223127-Self-Service-Onboarding-Walkthrough) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/30768845872535-Self-Enroll-in-a-Vestwell-401-k) - ## [Enrollment Center](https://support.vestwell.com/hc/en-us/sections/1500000301161-Enrollment-Center) - [How To Set Up Your Retirement Account & Start Saving](https://support.vestwell.com/hc/en-us/articles/360061232794-How-To-Set-Up-Your-Retirement-Account-Start-Saving) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/1500000301161-Enrollment-Center) - ## [Employer Onboarding Guide for New and Conversion Plans](https://support.vestwell.com/hc/en-us/sections/360010934814-Employer-Onboarding-Guide-for-New-and-Conversion-Plans) - [Digital Onboarding](https://support.vestwell.com/hc/en-us/sections/360010934834-Digital-Onboarding) - 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[Your Vestwell Employer Portal Employees Page](https://support.vestwell.com/hc/en-us/sections/7005464624279-Your-Vestwell-Employer-Portal-Employees-Page) - [Your Vestwell Employer Portal Contributions Page](https://support.vestwell.com/hc/en-us/sections/7005466604183-Your-Vestwell-Employer-Portal-Contributions-Page) - [Your Vestwell Employer Portal My Plan Page](https://support.vestwell.com/hc/en-us/sections/7005507856535-Your-Vestwell-Employer-Portal-My-Plan-Page) - [Your Vestwell Employer Portal My Company Page](https://support.vestwell.com/hc/en-us/sections/7005516151703-Your-Vestwell-Employer-Portal-My-Company-Page) - [Your Vestwell Employer Portal Reports Page](https://support.vestwell.com/hc/en-us/sections/7005578153879-Your-Vestwell-Employer-Portal-Reports-Page) - [How to Change Your Language Preferences](https://support.vestwell.com/hc/en-us/articles/33242052506007-How-to-Change-Your-Language-Preferences) - [How to Video Series - Employer Portal Walkthrough](https://support.vestwell.com/hc/en-us/articles/13673249387415-How-to-Video-Series-Employer-Portal-Walkthrough) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/7004048396951-Your-Vestwell-Employer-Portal) - ## [All About Payroll](https://support.vestwell.com/hc/en-us/sections/360010934894-All-About-Payroll) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360010934894-All-About-Payroll) - ## [Retirement 101 and FAQs for Employers](https://support.vestwell.com/hc/en-us/sections/7004076145175-Retirement-101-and-FAQs-for-Employers) - [Retirement 101](https://support.vestwell.com/hc/en-us/sections/7009525598103-Retirement-101) - [Supporting Your Plan](https://support.vestwell.com/hc/en-us/sections/7009558403095-Supporting-Your-Plan) - [About Fees and Payments](https://support.vestwell.com/hc/en-us/sections/4414681272599-About-Fees-and-Payments) - [Resource Library](https://support.vestwell.com/hc/en-us/sections/360012062173-Resource-Library) - [Welcome To Retirement 101 For Employers](https://support.vestwell.com/hc/en-us/articles/7011089428503-Welcome-To-Retirement-101-For-Employers) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/7004076145175-Retirement-101-and-FAQs-for-Employers) - ## [Compliance & Year-End Testing](https://support.vestwell.com/hc/en-us/sections/360010934974-Compliance-Year-End-Testing) - [Mid-Year Testing](https://support.vestwell.com/hc/en-us/sections/33297005766679-Mid-Year-Testing) - [Compliance and Year-End Testing](https://support.vestwell.com/hc/en-us/sections/360012370973-Compliance-and-Year-End-Testing) - [Government Reporting and Plan Audits](https://support.vestwell.com/hc/en-us/sections/360012062133-Government-Reporting-and-Plan-Audits) - [Year-End Process Overview & Timeline](https://support.vestwell.com/hc/en-us/articles/1500001656682-Year-End-Process-Overview-Timeline) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360010934974-Compliance-Year-End-Testing) - ## [COVID-19 & CARES Act Information](https://support.vestwell.com/hc/en-us/sections/360012061993-COVID-19-CARES-Act-Information) - [CARES Act - Sponsor Resources](https://support.vestwell.com/hc/en-us/articles/360057859014-CARES-Act-Sponsor-Resources) - [CARES Act FAQs for Plan Sponsors](https://support.vestwell.com/hc/en-us/articles/360057858994-CARES-Act-FAQs-for-Plan-Sponsors) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/360012061993-COVID-19-CARES-Act-Information) #### Advisors: Explore popular topics - ## [Getting Started](https://support.vestwell.com/hc/en-us/sections/4415830462231-Getting-Started) - [Advisor Help Center Walkthrough Video](https://support.vestwell.com/hc/en-us/articles/6154326137751-Advisor-Help-Center-Walkthrough-Video) - [What You Need To Know To Offer Plans Through Vestwell](https://support.vestwell.com/hc/en-us/articles/4416668238999-What-You-Need-To-Know-To-Offer-Plans-Through-Vestwell) - [Division of Responsibilities (For Advisors)](https://support.vestwell.com/hc/en-us/articles/4408440651415-Division-of-Responsibilities-For-Advisors) - [Vestwell Platform Investment Procedures](https://support.vestwell.com/hc/en-us/articles/10423923235351-Vestwell-Platform-Investment-Procedures) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/4415830462231-Getting-Started) - ## [Your Advisor Portal](https://support.vestwell.com/hc/en-us/sections/4415830363927-Your-Advisor-Portal) - [Plans](https://support.vestwell.com/hc/en-us/sections/5992669166487-Plans) - [Onboarding](https://support.vestwell.com/hc/en-us/sections/5992699978519-Onboarding) - [My Firm](https://support.vestwell.com/hc/en-us/sections/5992701164183-My-Firm) - [Reports](https://support.vestwell.com/hc/en-us/sections/5992644438551-Reports) - [How to Change Your Language Preferences](https://support.vestwell.com/hc/en-us/articles/33242075631127-How-to-Change-Your-Language-Preferences) - [Switch Between Accounts (for Advisors)](https://support.vestwell.com/hc/en-us/articles/27558026773143-Switch-Between-Accounts-for-Advisors) - [Navigating Your Advisor Portal](https://support.vestwell.com/hc/en-us/articles/4416311037207-Navigating-Your-Advisor-Portal) - [Help Center Pop-Up Window for Your Advisor Portal](https://support.vestwell.com/hc/en-us/articles/7558030526359-Help-Center-Pop-Up-Window-for-Your-Advisor-Portal) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/4415830363927-Your-Advisor-Portal) - ## [How Do I...? and FAQs](https://support.vestwell.com/hc/en-us/sections/4415823331735-How-Do-I-and-FAQs) - [401(k) Plan Deposits: Payroll Deduction Process Explained](https://support.vestwell.com/hc/en-us/articles/28503705877655-401-k-Plan-Deposits-Payroll-Deduction-Process-Explained) - [How To Reset Your Advisor Password](https://support.vestwell.com/hc/en-us/articles/14233179388695-How-To-Reset-Your-Advisor-Password) - [The Many Benefits of Two-Factor Authentication](https://support.vestwell.com/hc/en-us/articles/13748426589463-The-Many-Benefits-of-Two-Factor-Authentication) - [How Do I Contact Advisor Support?](https://support.vestwell.com/hc/en-us/articles/13175006631063-How-Do-I-Contact-Advisor-Support) - [How To Unlock My Advisor Account?](https://support.vestwell.com/hc/en-us/articles/8769673626135-How-To-Unlock-My-Advisor-Account) - [Logging In to My Advisor Portal With Two-Factor Authentication](https://support.vestwell.com/hc/en-us/articles/8436496018711-Logging-In-to-My-Advisor-Portal-With-Two-Factor-Authentication) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/4415823331735-How-Do-I-and-FAQs) - ## [Payroll and Integrations](https://support.vestwell.com/hc/en-us/sections/4415806890903-Payroll-and-Integrations) - [How Do I Change My Pay Group With An Enabled Integration?](https://support.vestwell.com/hc/en-us/articles/8752488900247-How-Do-I-Change-My-Pay-Group-With-An-Enabled-Integration) - [Payroll Integrations - Descriptions and Responsibilities (For Advisors)](https://support.vestwell.com/hc/en-us/articles/6050748175511-Payroll-Integrations-Descriptions-and-Responsibilities-For-Advisors) - [Contribution Submissions - An Overview (For Advisors)](https://support.vestwell.com/hc/en-us/articles/6052146904855-Contribution-Submissions-An-Overview-For-Advisors) - [Payroll File Submission Timelines (For Advisors)](https://support.vestwell.com/hc/en-us/articles/6059921158295-Payroll-File-Submission-Timelines-For-Advisors) - [Why Do Payroll Delays Occur and How Can They Be Voided? (For Advisors)](https://support.vestwell.com/hc/en-us/articles/6059680224279-Why-Do-Payroll-Delays-Occur-and-How-Can-They-Be-Voided-For-Advisors) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/4415806890903-Payroll-and-Integrations) - ## [Year End Testing](https://support.vestwell.com/hc/en-us/sections/5993404299543-Year-End-Testing) - [Annual Testing Process Overview (For Advisors)](https://support.vestwell.com/hc/en-us/articles/6070419224599-Annual-Testing-Process-Overview-For-Advisors) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/5993404299543-Year-End-Testing) - ## [Materials](https://support.vestwell.com/hc/en-us/sections/4408001676823-Materials) - [Changing Advisors](https://support.vestwell.com/hc/en-us/articles/7546932130327-Changing-Advisors) - [Plan Sponsor Materials](https://support.vestwell.com/hc/en-us/articles/4408003044631-Plan-Sponsor-Materials) - [Employee Educational Materials](https://support.vestwell.com/hc/en-us/articles/4408004697623-Employee-Educational-Materials) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/4408001676823-Materials) #### Gradifi: Explore popular topics - ## [Employees](https://support.vestwell.com/hc/en-us/sections/21280657728023-Employees) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/21280657728023-Employees) - ## [Employers](https://support.vestwell.com/hc/en-us/sections/18377169795863-Employers) - [Tuition Reimbursement Program](https://support.vestwell.com/hc/en-us/articles/36425088876951-Tuition-Reimbursement-Program) - [Introduction to Gradifi](https://support.vestwell.com/hc/en-us/articles/21280906073879-Introduction-to-Gradifi) - [Setting Up Your Programs](https://support.vestwell.com/hc/en-us/articles/18029524140183-Setting-Up-Your-Programs) - [Submitting Eligible Participants](https://support.vestwell.com/hc/en-us/articles/18037265031959-Submitting-Eligible-Participants) - [Inviting Eligible Participants](https://support.vestwell.com/hc/en-us/articles/18037588492567-Inviting-Eligible-Participants) - [Updating Eligible Participants](https://support.vestwell.com/hc/en-us/articles/18038620273175-Updating-Eligible-Participants) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/18377169795863-Employers) #### Emergency Savings: Explore popular topics - ## [Employees](https://support.vestwell.com/hc/en-us/sections/23181772593815-Employees) - [How Do I Withdraw Money From My Emergency Savings Account?](https://support.vestwell.com/hc/en-us/articles/23293197758871-How-Do-I-Withdraw-Money-From-My-Emergency-Savings-Account) - [How Do I Adjust My Emergency Savings Account Contributions?](https://support.vestwell.com/hc/en-us/articles/23181954870679-How-Do-I-Adjust-My-Emergency-Savings-Account-Contributions) - [How Do I Register for My Emergency Savings Account?](https://support.vestwell.com/hc/en-us/articles/23181720212759-How-Do-I-Register-for-My-Emergency-Savings-Account) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/23181772593815-Employees) - ## [Employers](https://support.vestwell.com/hc/en-us/sections/23181797903127-Employers) - [How Do I Set Up Emergency Savings Account Incentives?](https://support.vestwell.com/hc/en-us/articles/23293318608023-How-Do-I-Set-Up-Emergency-Savings-Account-Incentives) - [Overview: How Do I Submit Emergency Savings Account Contributions?](https://support.vestwell.com/hc/en-us/articles/23996666912663-Overview-How-Do-I-Submit-Emergency-Savings-Account-Contributions) - [How Do I Submit Emergency Savings Account Contributions by Reusing Data from a Previous Submission?](https://support.vestwell.com/hc/en-us/articles/23997423372311-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?](https://support.vestwell.com/hc/en-us/articles/23997375385751-How-Do-I-Submit-Emergency-Savings-Account-Contributions-Directly-via-the-Portal) - [How Do I Submit Emergency Savings Account Contributions via File Upload?](https://support.vestwell.com/hc/en-us/articles/23997241022231-How-Do-I-Submit-Emergency-Savings-Account-Contributions-via-File-Upload) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/23181797903127-Employers) #### TPAs: Explore popular topics - ## [Your TPA Portal](https://support.vestwell.com/hc/en-us/sections/34217660849303-Your-TPA-Portal) - [Frequently Asked Questions](https://support.vestwell.com/hc/en-us/articles/34378208395799-Frequently-Asked-Questions) - [How to Create Reports](https://support.vestwell.com/hc/en-us/articles/34217783962775-How-to-Create-Reports) - [How to Edit Plan Design Information](https://support.vestwell.com/hc/en-us/articles/34217710794391-How-to-Edit-Plan-Design-Information) - [How to Grant TPA Portal Access](https://support.vestwell.com/hc/en-us/articles/34217690567703-How-to-Grant-TPA-Portal-Access) [SEE ALL ARTICLES](https://support.vestwell.com/hc/en-us/sections/34217660849303-Your-TPA-Portal) 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](https://go.vestwell.com/saver/401k-basics?utm_source=Vestwell&utm_medium=help-center&utm_campaign=saver+onboarding) 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](https://go.vestwell.com/saver/401k-basics?utm_source=Vestwell&utm_medium=help-center&utm_campaign=saver+onboarding)