Vestwell

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

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). 💰

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

National Nonprofit Day is a moment to recognize the profound impact charitable organizations and foundations have on loc...
08/17/2026

National Nonprofit Day is a moment to recognize the profound impact charitable organizations and foundations have on local and global communities.

And behind every nonprofit is a team that makes the work possible. A well-run 403(b) plan helps organizations attract and retain the talent behind their mission.

Learn more about 403(b) plans and if they are the right fit for your nonprofit: https://www.vestwell.com/blog/403-b-plans-setting-up-a-retirement-plan-for-your-nonprofit-organization

August 14 marks National ABLE Savings Day, a nationwide observance dedicated to raising awareness of ABLE programs and e...
08/14/2026

August 14 marks National ABLE Savings Day, a nationwide observance dedicated to raising awareness of ABLE programs and expanding financial opportunity for individuals with disabilities.

Since 2014, ABLE accounts have given people with disabilities a way to save and invest for the future. Today is an opportunity to celebrate that progress and help ensure every eligible individual can benefit from this valuable savings option.

Learn more and get started building toward your future at Vestwell's National ABLE Hub: https://www.vestwell.com/products/able/for-savers

08/13/2026

Back-to-school season feels different with a 529 account. 🍎✏️📚

Meet Summer Schmidt, Senior Specialist of Service Communications & Enablement at Vestwell, and a mom with a 529 story that proves that small, consistent contributions can change a family's trajectory.

In our latest blog, she shares how her own upbringing shaped her commitment to saving early, her advice for parents getting started, and how she’s thinking about 529 accounts as she welcomes another generation to her family.

Read Summer’s 529 story here: https://www.vestwell.com/blog/Back-to-School-QA-With-a-529-Account-Holder

08/12/2026

The deadline to launch a Safe Harbor 401(k) is right around the corner. ⏱️

September 16 is the last date to sign agreements if you want a Safe Harbor 401(k) plan in place for 2026. Unlock streamlined administration, simplified compliance, and a benefit that competes without the overhead.

Launch a Safe Harbor 401(k) before the deadline: https://save.with.vestwell.com/safe-harbor-employers

Don't just take our word for it.Our clients have been sharing their thoughts on working with Vestwell, and here's what t...
07/31/2026

Don't just take our word for it.

Our clients have been sharing their thoughts on working with Vestwell, and here's what they had to say. The bottom line? Workplace savings benefits don't have to be complicated.

Get started with Vestwell today: https://hubs.ly/Q04rptmr0

Trump Accounts are now live, and millions of Americans have already signed up.Whether you're an advisor, an employer, or...
07/24/2026

Trump Accounts are now live, and millions of Americans have already signed up.

Whether you're an advisor, an employer, or a parent trying to figure out what this means for your family, there's a lot to unpack: eligibility, contribution limits, tax treatment, and what it means if you're thinking about offering it as a workplace benefit.

Vestwell’s Chief Customer Officer and President of Vestwell Government Savings breaks it all down in our latest blog. Learn more here: https://www.vestwell.com/blog/Trump-Accounts-Are-Officially-Live-Heres-What-Families-Should-Know

The clock is ticking to launch the most popular type of 401(k) plan on the Vestwell platform. The Safe Harbor 401(k) pro...
07/16/2026

The clock is ticking to launch the most popular type of 401(k) plan on the Vestwell platform.

The Safe Harbor 401(k) provides simpler administration, predictable contributions, and a competitive benefit without the overhead.

But timing matters. ⏳ To launch a Safe Harbor plan for 2026, your agreement needs to be signed by September 16. With the countdown clicking, now is the time to get started.

Visit our comprehensive Safe Harbor Hub to explore your options, run the numbers with our tax credit calculator, and get started: https://save.with.vestwell.com/safe-harbor-employers

On average, women save more of every paycheck, join their employer's plan at higher rates than men, and…still retire wit...
07/14/2026

On average, women save more of every paycheck, join their employer's plan at higher rates than men, and…still retire with about 30% less.

Today marks the first-ever Women's Retirement Security Day, a new national day of action from the American Retirement Association.

Vestwell's General Counsel & Chief Compliance Officer breaks down where the retirement gap really starts, and what it will actually take to close it.

Read the article here: https://www.vestwell.com/blog/Women-Are-Better-Savers-Than-Men-So-Why-Do-They-Retire-With%20Less

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