Case Study: Boston Avenue Law achieves 100% 401(k) participation with Vestwell

The Verdict Is In Boston Avenue Law’s Retirement Plan Success With Vestwell

Boston Avenue Law, a law firm founded by Howard Berkson, sought a turnkey retirement plan solution to offer competitive benefits to its employees. The firm's managing member needed a provider that would require minimal time and effort to manage, allowing him to focus on his legal and business operations. They partnered with Vestwell to implement a 401(k) plan.

Vestwell provided a low-lift solution featuring seamless payroll integration, a user-friendly platform, and a curated safe harbor plan design to simplify compliance. This partnership resulted in a retirement plan with a 100% employee participation rate. Vestwell’s platform allowed the firm to offer a generous, competitive plan with virtually no ongoing administrative effort from the business owners.

Boston Avenue Law

Howard Berkson

Attorney and Managing Member