Company Info

Ellie Stein
Director, Special Markets
917-227-6475
ellie.stein@vestwell.com


Pooled Plans Support
pooledsales@vestwell.com

We are pleased to announce that Synergy Dental has formed a strategic partnership with Vestwell to provide members with a 401(k) pooled retirement plan. This collaboration offers a compelling solution to meet state retirement mandates while streamlining costs and administrative responsibilities.

 

This partnership offers several advantages over traditional stand-alone plans such as:

 

  • Cost Efficiency – By pooling resources, we can significantly reduce plan expenses. Plus, you’ll receive a 15% savings discount through SynergyDental.
  • Dedicated Support Team – A dedicated team of professionals will manage plan setup, ongoing compliance, and administration.
  • National Advisory Support – Members will have access to top-tier advisors for investment guidance and employee education.
  • Seamless Payroll Integration – By integrating with your existing payroll infrastructure, Vestwell will simplify the contributions process.

 

This innovative retirement plan solution is a cost-effective option for enhancing your employment benefits package, while also satisfying state mandates.

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