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Vestwell The backbone of the modern savings economy. Powering 2.55M+ savers, 750k+ businesses, and 90% of government savings programs nationwide.

10/02/2026

Want the highest return on your benefits spend? It might not come down to simply adding more benefits.

Vestwell's 2026 Saver Survey found that friction, not disinterest, is what's keeping employees from using the benefits already available to them. In fact, 32% of employees delayed or ignored an employer benefit because it was hard to find, hard to understand, or too complicated to start.

Benefits are built to help you recruit, retain, and support your workforce, but none of that pays off if employees never engage with what's already on the table. Learn more about what employees are asking for instead in our latest blog: https://www.vestwell.com/blog/Vestwell-Savings-Report-What-Employees-Are-Asking-for-From-Their-Workplace-Benefits

09/29/2026

This month, as we ring in our 10-year anniversary, we caught up with our Founder & CEO, Aaron Schumm, on a walk around the Vestwell HQ for 10 rapid-fire questions. 🎥

From Aaron’s go-to coffee order to the best advice he's ever gotten and what's in store for the next 10 years, he answered it all. Watch the video below. ⬇️

09/28/2026

Employees see a retirement plan as non-negotiable. Giving employees what they expect shouldn’t be complicated.

In an era where technology makes everything around us simpler than it used to be, retirement plans shouldn't be the exception. We believe helping your team save should be just as easy as booking a flight, splitting a bill, or ordering a ride. Get started with Vestwell here: https://save.with.vestwell.com/thiseasy

09/22/2026

Paper maps gave way to GPS. 🗺️
Cash is now tap to pay. đź’µ
Hailing a cab became ordering a ride. đźš•

Technology has a way of making things easier than they used to be. With Vestwell, retirement plans have caught up, too.

For a limited time, new Vestwell plans are fee-free for the first three months. Learn more and get started here by November 15: https://save.with.vestwell.com/retirementisnext

September is National College Savings Month, a time when many families find themselves wondering whether they're saving ...
09/18/2026

September is National College Savings Month, a time when many families find themselves wondering whether they're saving for their child's future in the right place.

529 plans and brokerage accounts are some of the most popular accounts families consider. But they're not interchangeable, and each comes with different tax tradeoffs and flexibility.

Swipe to see how they compare, and read the full blog to find out which mix might fit your goals: https://www.vestwell.com/blog/529-Plan-vs-Brokerage-Account-Which-Fits-Your-Goals

Startups lean on equity to attract talent. 🤝 But new data from Vestwell and Carta shows that a 401(k) can make equity be...
09/17/2026

Startups lean on equity to attract talent. 🤝 But new data from Vestwell and Carta shows that a 401(k) can make equity benefits work even harder.

Our latest blog dives into what the equity and 401(k) data show for startup employers, and how a 401(k) can boost option exercise rates, giving employees even more reasons to stick around.

Read the full blog here: https://www.vestwell.com/blog/Equity-Is-Not-a-Retirement-Plan-New-Data-Shows-Why-Both-Matter

09/14/2026

Fact or Myth: You can save as much as you want in a 401(k) plan, no matter how much your employees contribute.

Myth. Without the right plan design, IRS testing can cap your contributions based on employee participation and even force refunds if your team saves too little.

A Safe Harbor plan removes that cap. 🛟 Ready to launch a Safe Harbor 401(k) plan? Get started before the deadline this Wednesday, 9/16: https://save.with.vestwell.com/safe-harbor-employers

This 401(k) Day, we have released a joint report with our partners at Carta that digs into the relationship between stoc...
09/10/2026

This 401(k) Day, we have released a joint report with our partners at Carta that digs into the relationship between stock options and 401(k) plans.

Leveraging data from both Vestwell and Carta, here's what we found: stock options and 401(k) plans don't compete; they complement each other.

Equity gives employees a stake in what they're building, while a 401(k) gives them a steady benefit for their long-term security. Businesses offering both are building the kind of financial stability that encourages employees to stay and invest in the company's future.

Read the full State of Employee Equity and 401(k) Plans report by Carta and Vestwell: https://carta.com/data/state-of-employee-equity-401k/

09/10/2026

Happy National 401(k) Day from the Vestwell team!

90% of workers call a 401(k) essential or very important, indicating that it’s no longer a nice-to-have, but it's now the baseline for employee benefits. And there couldn’t be a better day to get started.

Learn more about 401(k) plans with Vestwell: https://www.vestwell.com/products/traditional-401k/for-employers

Vestwell’s limited-time offer ends soon. ⏳If you choose an eligible Safe Harbor plan before August 31, you can get $0 in...
08/18/2026

Vestwell’s limited-time offer ends soon. ⏳

If you choose an eligible Safe Harbor plan before August 31, you can get $0 in base fees through December 31, up to $700 in savings. If you sign agreements within 48 hours, we'll waive your setup fee, too (an additional $750 in value). đź’°

Now is your chance to launch the most popular 401(k) plan on the Vestwell platform. Learn more about Safe Harbor and get started today: https://save.with.vestwell.com/safe-harbor-employers

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10017

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Friday 9am - 6pm

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