Retirement Plan Integrations
Learn more about how our free integration through our preferred 401(k) provider, Vestwell works in Patriot Payroll.
Vestwell
Patriot has an established Vestwell, a leading 401(k) provider as our preferred 401(k) provider. As a Patriot customer who signs up for Vestwell, you’ll receive special discounts and free, seamless 401(k)integrations with your payroll.
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Patriot has an established Vestwell, a leading 401(k) provider as our preferred 401(k) provider. As a Patriot customer who signs up for Vestwell, you’ll receive special discounts and free, seamless 401(k)integrations with your payroll.
Learn More
Employee Census for Vestwell 401(k) Plan Onboarding
Using preferred 401(k) provider Vestwell as your 401(k) plan sponsor, you can use our Employee Census report to easily upload your employee information into the Vestwell platform.
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Using preferred 401(k) provider Vestwell as your 401(k) plan sponsor, you can use our Employee Census report to easily upload your employee information into the Vestwell platform.
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Vestwell 401(k) Plan Deductions and Contributions
As a part of the seamless integration, 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.
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As a part of the seamless integration, 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.
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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.
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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.
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Running a Payroll with a Vestwell 401(k) Plan
If you use Vestwell as your 401(k) provider, Patriot will send your payroll data to Vestwell each time you run a payroll as a part of our seamless free integration. Take a look at how that process works here.
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If you use Vestwell as your 401(k) provider, Patriot will send your payroll data to Vestwell each time you run a payroll as a part of our seamless free integration. Take a look at how that process works here.
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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.
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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.
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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.
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If you’re unsure whether you can skip a 401(k) deduction from a payroll, here is some guidance for Vestwell customers.
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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.
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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.
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Vestwell 401(k) Plan Sponsors: How to Prepare for Year-End Discrimination Testing
Vestwell 401(k) plan sponsors can learn how to prepare for year-end discrimination testing with this help article.
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Vestwell 401(k) plan sponsors can learn how to prepare for year-end discrimination testing with this help article.
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