Wer nutzt diese Software?

Vestwell focuses on the underserved small plan market, where companies either lack a plan, or traditionally only had access to one with egregious fees, poor plan design and limited investment options.

Durchschnittliche Bewertung

8 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4 / 5

Produktdetails

  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Vestwell
  • https://vestwell.com

Über Vestwell

Digital platform that makes it easier to offer and administer 401(k) plans by removing traditional pain points.

Vestwell Funktionen

  • Abzug/Nachlass-Management
  • Anbieter-Management
  • COBRA Verwaltung
  • FMLA Verwaltung
  • FSA-Verwaltung
  • Für Makler
  • HIPAA konform
  • Invalidenversicherungs-Management
  • Krankenversicherung-Management
  • Lebensversicherung-Verwaltung
  • Mitarbeiter-Datenbank
  • Reklamationsabwicklung
  • Rentenplan-Management
  • Rentner-Verwaltung
  • Self-Service Portal
  • für Arbeitgeber

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Die hilfreichsten Reviews für Vestwell

Vestwell Review

Bewertet am 3.9.2019
Monish B.
Senior HR Manager
Marketing & Werbung, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The customer support could be greatly improved. Responses for employer questions range from 24 hours to one week sometimes. We should have a dedicated account rep we can turn to instead of emailing the same support team as employees. Also, the balance shown on your account page is the market value, not the actual balance. This causes a lot of confusion with employees. There should be some way to see both the actual contribution amounts and separate market value. In the same vein, the transaction history is confusing because I believe it is shown in the same way and legal documents are too hidden (the UI could be improved there). Lastly, the rollover process is a little cumbersome. There should be a form that is easily fillable for employees to access versus having to email Vestwell and wait on the support team.

Vorteile: Two way sync with our HRIS (Namely), modern-looking UI and the basics are done very well.

Nachteile: Employer customer support can be improved. Response times can vary from 24 hours to 1 week given the urgency and severity of the issue. Also, we ran into a syncing issue back in April that caused wrong contributions to be sent for multiple employees and it took us until July to fix everything.

Good platform, but needs upgrading

Bewertet am 3.9.2019
Kiril J.
ED, Finance and Operations
Bildungsmanagement, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We moved to vestwell as our retirement (403b) provider because they offer much lower fees than our previous provider. That has been an overall improvement. The lack of a customer support phone number has been an issue for some staff, but customer support via email is generally pretty good. In all, we are happy with the solution, but are hoping they will implement some new functionality in the near future.

Vorteile: The interface is plain and simple. From a user perspective (plan participant) it is easy to navigate and figure out how to change your deferral or view your account balance.

Nachteile: From a plan administrator perspective, it is lacking in some functionality, like being to add/edit employees directly in the system without uploading a census file), or being able to trigger a welcome email to new participants. From a user perspective, it could be easier to figure out how to roll over funds or request a distribution.

Review

Bewertet am 10.9.2019
Julie W.
Sr. HR Manager
Kosmetik, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Easy to use and we've seen an increase in participation. Would like to see additional services available like financial advisers for individual participants willing to pay for the service.

Vorteile: Ease of use, responsiveness from support team, super easy implementation

Nachteile: Lack of reports available, no financial advisers available on an individual level (even if the individual is willing to pay for such a service).

Great experience so far!

Bewertet am 3.9.2019
Rebekah D.
Administrative Director
Restaurants, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Everyone at Vestwell is very responsive and helpful, and the platform has worked perfectly with no snags!

Vorteile: I like that the website is very easy to use, and Vestwell has partnered with Chick-fil-A to make the two platforms very compatible which is wonderful!

Nachteile: It can be difficult to find exactly what the eligibility requirements and different charges are and stuff like that without looking through a lengthy document - it would be nice to have a section explaining those types of things in a brief, simple format

Easy to Use

Bewertet am 8.9.2019
Julie M.
Owner
Einzelhandel, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Vestwell gives us the ability to provide a retirements savings options to our employees.

Vorteile: It is very easy to set up and use, good customer support.

Nachteile: Limited investment options to select from.

Lies weitere Bewertungen