Vestwell
19 Case Studies
A Vestwell Case Study
Senior Helpers Naperville, a healthcare company, faced significant challenges with its previous retirement plan provider, including time-consuming administration and a severe lack of customer support. This put a crucial employee benefit at risk, prompting Executive Director Lynn Sullivan to seek a new solution.
The company switched its safe harbor 401(k) plan to Vestwell. The vendor provided a streamlined onboarding process, a crucial integration with their payroll provider, and robust support. This saved the administrator several hours per week on plan tasks and provided employees with far better service. The switch enhanced the company's retirement benefits, reinforced its commitment to staff, and solidified its reputation as a premier workplace.
Lynn Sullivan
Executive Director