Retirement Plan Integrations

Employee Census for Vestwell 401(k) Plan Onboarding
As a new Vestwell 401(k) plan sponsor, you can use our Employee Census report to easily upload your employee information into the Vestwell platform.
Learn More

Vestwell 401(k) Plan Deductions and Contributions
Vestwell 401(k) customers will have pre-created deductions and contributions set up in your Patriot account. Patriot will automatically keep these updated for you.
Learn More

Non-safe Harbor Vestwell Plans: How to Enter Your Company Match Formula
If you have a Vestwell 401(k) plan that is not a safe harbor plan, you have the option to give an employer match. Here’s how to enter your company match formula in Patriot.
Learn More

Running a Payroll with a Vestwell 401(k) Plan
As a Vestwell 401(k) customer, Patriot will send your payroll data to Vestwell each time you run a payroll. Take a look at how that process works here.
Learn More

Voiding a Paycheck With a Vestwell 401(k) Plan
If you have a Vestwell 401(k) plan and need to void paychecks, here is some important information to see if you need to take additional action.
Learn More

Special Payroll and 401(k) Deductions
If you’re unsure whether you can skip a 401(k) deduction from a payroll, here is some guidance for Vestwell customers.
Learn More

How to Set up a 401(k) Loan Repayment Deduction
If you have an employee who has taken out a loan from their 401(k) account, find how to set up a deduction to pay back the loan here.
Learn More