Vestwell
19 Case Studies
Case Study: LaPlante Management achieves a custom equal-contribution retirement plan with Vestwell Flex
A Vestwell Case Study
Profit-Sharing Made Possible A Simple Solution for a Complex Plan
LaPlante Management, a Zendesk consulting firm, needed a highly customized retirement plan that would allow for equal quarterly profit-sharing contributions to all employees, a complex request other providers could not fulfill. They turned to Vestwell and its Flex product, which integrates with third-party administrators, to find a solution.
Vestwell, in partnership with FuturePlan by Ascensus, designed and implemented a safe harbor 401(k) plan featuring the unique quarterly profit-sharing and auto-enrollment. The solution from Vestwell met the founder's specific vision, leading to high employee satisfaction, improved staff retention, and a seamless administrative experience for the company.
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LaPlante Management
Cory LaPlante
Founder