Vestwell is a modern digital retirement platform transforming workplace savings programs like 401(k) and 403(b). It provides an intuitive, scalable, and cost-effective solution for employers, employees, and financial institutions. With user-friendly tools and seamless integrations, Vestwell simplifies plan administration while empowering participants to manage their investments easily. Designed for accessibility and efficiency, it’s an ideal solution for small businesses and financial partners.
Check if you are a Patriot or Gusto customer.
Go to the Vestwell page specific to your integration (Patriot or Gusto).
Navigate to the plans section to find details about the exclusive pricing options.
Select the plan that best fits your business needs (Basic, Full Service, or Flex for Patriot; Basic, Preferred, or Flex for Gusto).
Sign up for a Vestwell account and complete the onboarding process.
Gain access to the features included in your chosen plan.