V
Vestwell

Safe Harbor 401(k)

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A streamlined 401(k) plan with simplified compliance and maximized contributions.

Benefits AdministrationPayroll Processing

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Features

Streamline compliance with automatic satisfaction of regulatory requirements
Maximize contributions for all employees while passing IRS non-discrimination tests
Offer flexible profit sharing options for additional employer contributions
Enable self-directed brokerage accounts for broader investment options
Provide guaranteed lifetime retirement income through annuities
Support student loan retirement match with employer matching contributions
Facilitate quick setup with 1:1 onboarding support
Access a learning center with financial wellness resources and modules

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