Case Study: Truly Bookkeeping achieves 100% 401(k) participation with Vestwell

Beyond the Books Leveraging Technology for Financial Empowerment

Truly Bookkeeping, a virtual bookkeeping firm founded by Kelli Bagby, needed a retirement plan provider that offered a streamlined, technologically advanced platform. Their challenge was to find a solution that was efficient to manage and easy for their employees to use, as their experience with other clunky systems involved manual, non-integrated processes. They sought a provider from Vestwell that was trustworthy and accessible.

Vestwell provided an effortless 401(k) plan solution featuring seamless payroll integration with Gusto, which automated contributions and changes, and an auto-enrollment feature to remove barriers to saving. This user-friendly approach resulted in a 100% participation rate for Truly Bookkeeping's employees. The positive experience also made Kelli an advocate, and she now regularly recommends Vestwell to her own clients.

Truly Bookkeeping

Kelli Bagby

Owner