As a small business, we have worked to be able to grow to place to where we could offer benefits. Vestwell (specifically Aemon Lin and Samantha Schueller) were absolutely incredible to work with through the onboarding process. Every question was answered and explained, and everything was handled so professionally.

Hi Tanvir, I hope you are doing well. Now that our transition from Guideline to Vestwell has been completed, I wanted to take a moment to personally thank you for all of your assistance throughout the process. Working through a retirement plan transition can be overwhelming, but you made the experience incredibly smooth from start to finish. You were always responsive, patient, knowledgeable, and willing to go the extra mile to ensure every question was answered and every detail was taken care of. Your professionalism and commitment to providing exceptional service did not go unnoticed. I truly feel fortunate that you were the representative assigned to assist us. It is rare to encounter someone who is not only highly competent but also genuinely invested in making sure their clients have a positive experience. You are a tremendous asset to Vestwell, and I sincerely hope your leadership recognizes the outstanding work you do. Thank you again for making what could have been a stressful transition such a seamless one. It was a pleasure working with you, and I look forward to working with you again whenever the opportunity arises. Wishing you continued success.

It’s connected to my payroll provider (Rippling).