Case Study: EGPS improves efficiency and scales growth with Vestwell Flex

How EGPS Improved Efficiency and Scalability With Vestwell Flex

EGPS, a third-party administrator (TPA), faced challenges with the complexity of manually managing retirement plans and the confusion caused by clients receiving multiple invoices from different vendors. They sought a partner to streamline operations and improve the experience for their clients and advisors, leading them to Vestwell and its Flex partnership program.

Vestwell addressed these challenges by providing a consolidated pricing structure that bundled fees and a technology platform with over 100 payroll integrations to automate key processes. This solution allowed EGPS to scale its business, improving efficiency and client transparency. As a result, EGPS has partnered with Vestwell on 117 plans, enabling scalable growth and strengthening their relationships with advisors.

EGPS

Tali Vaughn

Regional Vice President of Sales and Consulting