Vestwell vs FuturePlan Retirement Tracker

Vestwell is on a mission to help savers build the financial future they deserve. Businesses, advisors, individuals, and state governments alike trust our solutions to make saving more accessible and intuitive for all. Wherever you may be in your savings journey, Vestwell grows with you. Our platform is a versatile, one-stop solution for all of your financial needs, including retirement, education, disability and emergency savings solutions. Join more than one million savers who trust Vestwell to save for life’s milestones. Build Your Financial Future Simplify your savings journey and easily track your progress toward your long-term and short-term financial goals—all on one intuitive platform. Take Control Of Your Savings Our mobile app offers the full functionality of our web portal, allowing you to manage your savings seamlessly from your phone. - Maximize Your Savings - Track savings goals, including any employer match - Change your savings amount - Select or change your investment strategy - Roll over funds to easily consolidate savings accounts - Manage Your Account(s) - Designate beneficiaries - Update your contact information - Download statements and documents - Access Your Funds - Initiate withdrawals or loans - Find the distribution options available to your plan - Get Support - Explore financial education resources - Chat with a Vestwell service representative Access Robust Service Access personalized service through phone, email, and live chat—you can get the help you need when you need it. Plus, explore our comprehensive help center with 375+ how-to articles and videos. Experience Modern Technology Take advantage of our streamlined user experience, which makes navigating your savings portal a breeze. Sign up in 3 minutes or less, and set or adjust your savings with just a few clicks. Have Peace Of Mind Our platform was designed with security in mind. We safeguard your data consistent with industry best practices. See how you can save with the Vestwell mobile app, designed to help you build your savings confidently. Vestwell and its logo are registered trademarks of Vestwell Holdings Inc.

FuturePlan’s deep expertise, decades of experience, and advanced analytics uncover unparalleled insights to enhance the success of our participants. Our mobile experience allows you to securely access your account anytime, anywhere to help you monitor your retirement savings. Use your device to: • Register, enroll, and log into your 401(k) • Monitor your account balances and see how close you are to your retirement goal • View your transaction history including your last contribution amount • Keep your personal profile up to date, including username, and password We are backed by the strength and resources of Ascensus, a national firm with unmatched data security and continuous investment in advanced technology. All data is transmitted using secure socket layer (SSL) technology, and no data is stored locally on your device. The images provided are for illustrative purposes only.