Vestwell

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

Startups lean on equity to attract talent. 🤝 But new data from Vestwell and Carta shows that a 401(k) can make equity be...
09/17/2026

Startups lean on equity to attract talent. 🤝 But new data from Vestwell and Carta shows that a 401(k) can make equity benefits work even harder.

Our latest blog dives into what the equity and 401(k) data show for startup employers, and how a 401(k) can boost option exercise rates, giving employees even more reasons to stick around.

Read the full blog here: https://www.vestwell.com/blog/Equity-Is-Not-a-Retirement-Plan-New-Data-Shows-Why-Both-Matter

09/14/2026

Fact or Myth: You can save as much as you want in a 401(k) plan, no matter how much your employees contribute.

Myth. Without the right plan design, IRS testing can cap your contributions based on employee participation and even force refunds if your team saves too little.

A Safe Harbor plan removes that cap. 🛟 Ready to launch a Safe Harbor 401(k) plan? Get started before the deadline this Wednesday, 9/16: https://save.with.vestwell.com/safe-harbor-employers

This 401(k) Day, we have released a joint report with our partners at Carta that digs into the relationship between stoc...
09/10/2026

This 401(k) Day, we have released a joint report with our partners at Carta that digs into the relationship between stock options and 401(k) plans.

Leveraging data from both Vestwell and Carta, here's what we found: stock options and 401(k) plans don't compete; they complement each other.

Equity gives employees a stake in what they're building, while a 401(k) gives them a steady benefit for their long-term security. Businesses offering both are building the kind of financial stability that encourages employees to stay and invest in the company's future.

Read the full State of Employee Equity and 401(k) Plans report by Carta and Vestwell: https://carta.com/data/state-of-employee-equity-401k/

09/10/2026

Happy National 401(k) Day from the Vestwell team!

90% of workers call a 401(k) essential or very important, indicating that it’s no longer a nice-to-have, but it's now the baseline for employee benefits. And there couldn’t be a better day to get started.

Learn more about 401(k) plans with Vestwell: https://www.vestwell.com/products/traditional-401k/for-employers

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). đź’°

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

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