Retirement Plan Integrations

Vestwell
Patriot has partnered with Vestwell,a leading 401(k) provider. As a Patriot customer, who signs up for Vestwell, you’ll recieve special discounts and seamless 401(k) integrations with your payroll.
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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.
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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.
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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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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.
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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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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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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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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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