Vestwell

We’re proud to welcome nearly 30,000 employers and 350,000 savers to the Vestwell platform. 🚀 Following Gusto’s acquisition of Guideline, Vestwell has entered into an agreement to acquire Accrue 401k, formerly part of Guideline. Accrue 401k plans will transition to Vestwell, the modern platform that equips individuals and institutions with the tools, confidence, and access they need to save meaningfully and move toward financial well-being. Accrue 401k was created after Gusto acquired Guideline to support employers whose plans were not connected to Gusto’s payroll system. The acquisition accelerates Vestwell’s mission to close the U.S. savings gap by expanding our scale, reach, and payroll connectivity for employers and savers nationwide. Once the transaction closes, Accrue 401k plans will gain access to Vestwell’s comprehensive suite of workplace savings solutions, which extends beyond 401(k) plans to include education, disability, and emergency savings, and student loan repayment programs, helping employers support their teams at every stage of life. Today, we power businesses across the country—from startups to Fortune 500s—as well as state programs, advisors, and leading financial institutions. That reach allows us to deliver robust technology and streamlined compliance while keeping service local, human, and consistent. At Vestwell, we’re building a more connected savings ecosystem—one that will soon help more than 2 million individuals nationwide save towards all their financial goals on a platform built for the future. Learn more: https://lnkd.in/g-ai92Dm #VestwellForTheFuture

75% of Vestwell retirement plans use Safe Harbor 401(k)s—but are they right for your business? Our guide breaks it down in plain English so you can decide. Learn how to meet IRS testing rules and avoid costly penalties.

Safe Harbor retirement plans can help you reduce taxable income while maximizing employee savings. Our jargon-free guide helps you assess whether they’re right for your business.

Get the latest jobs and industry news

Vestwell gives advisors one modern platform to offer and manage retirement plans, from Solo(k)s for self-employed clients to Safe Harbor 401(k)s for growing teams. ✔ White-labeled, co-branded portals ✔ Payroll sync with 190+ providers ✔ A dedicated Advisor Success Manager Share a few details, and we'll show you how it works.