Partnership with Vestwell

Vestwell is the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era. and Vestwell have recently partnered to offer our users a complete Software-as-a-Service (Saas) solution to help TPAs with recordkeeping services to modernize their businesses.

“The TPA and recordkeeping industries have long been plagued by old technology,” said Chris Sullivan, Vice President and General Manager for the Transactional and Retirement Portfolio for Wolters Kluwer Legal & Regulatory U.S. “The partnership with Vestwell for will change that by leveraging modern technology to increase efficiency and differentiation while driving down back office costs for our customers. This integrated solution will deliver a true end-to-end offering that elevates both the process and the user experience.”

To learn more about any of the products in the suite of software, contact your sales consultant using the “Find Your Sales Rep” link below.