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Vestwell provides a digital platform for financial advisors, employees, employers, and partnerships to strategically make retirement plans. The company's platform adheres to the government rules and regulations to provide insights about 401(k)plans. The platform provides end to end support in creating the retirement plans from making proposals to the approval of regulatory compliance.
The company has developed a digital Retirement Planning Platform for individuals and institutions to maximize their retirement corpus.
The company offers free benchmarking report comparing plan services, investment options, and expenses. Its other advanced service and plans are chargeable.
BNY Mellon. The company has 4,300 individual advisors and 87 RIA clients as of March 2018.
Willis Towers Watson
Cohen & Steers
Franklin Tempelton Investments
Fiduciary Shield. Fi360
Retirement Plan Advisory Group
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