Vestwell vs FutureNest

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.

Retirement is coming. The question is whether you'll be ready. FutureNest turns retirement planning into a clear, personal roadmap built around your life, your goals, and your numbers. No financial jargon. No spreadsheets. No subscription. See Exactly Where You Stand Know instantly whether you're on track, ahead of schedule, or need to adjust, and by exactly how much. FutureNest projects your retirement balance in real time from your savings, contributions, and investment strategy, and breaks down what your target is actually made of. Free, and Genuinely Useful The planner is free. Build a plan, track up to four accounts, read your projection chart and key numbers, update your balances as they change, and count down to the day. No ads, no trial, no time limit. What's In A Plan - Set individual growth rates per account for a more accurate projection - See how your retirement location changes your real cost of living, across 178 places worldwide - Include Social Security on the real SSA claiming schedule, or leave it out and see what that adds to your target - Find out the earliest age you could actually retire - Count down the exact days until your retirement date - Learn key retirement concepts built right into the app FutureNest Pro - The What-If Sandbox: change a contribution, a return rate, or a retirement age and watch the answer move, then apply it to your plan - Unlimited plans, so "retire at 60" and "retire at 67" can sit side by side on one scale and be read against each other - Unlimited tracked accounts - Duplicate a plan and adjust the copy One purchase, yours forever. No subscription, ever. Bought FutureNest before it went free? Pro is already yours. Your Data, Your Device No ads. No servers storing your financial data. FutureNest syncs securely through your personal iCloud, the same way Apple syncs your contacts and photos. Built For Real People Whether you're 25 and just starting out or 45 and reassessing, FutureNest meets you where you are. No finance background required. FutureNest is a projection and estimation tool for informational purposes only. It does not constitute financial advice. All projections are based on assumptions and hypothetical scenarios. Actual results will vary. Consult a qualified financial advisor before making investment or retirement decisions.