---
canonical: "https://www.softatlas.io/vestwell/products/pooled-plans"
name: "Pooled Plans"
provider: "Vestwell"
review_count: 0
ai_powered: false
website: "https://www.vestwell.com/products/pooled-plans/for-advisors"
updated: "2026-07-20"
---

# Pooled Plans

By [Vestwell](/vestwell.md)

Shared retirement plans designed for scalability.

## Features
- Streamline plan management across multiple plans
- Simplify compliance with single Form 5500 filing
- Provide built-in fiduciary support
- Deliver a turnkey retirement solution at scale
- Lower client costs through cost-sharing
- Enable mobile account management for employees
- Offer managed accounts with personalized asset allocation
- Provide profit sharing options for employers

## Built for
EXECUTIVES, OPERATIONS

Source: https://www.softatlas.io/vestwell/products/pooled-plans