401(k) management
Simplify your 401(k) management
Equity meets modern retirement
Connected total benefits
Access flexible, scalable 401(k) plans tailored to your business needs.
Preferred pricing, built for you
Unlock preferred partner pricing for companies and employees.
Retain top talent
Give your team an intuitive, holistic view of their total compensation.
A 401(k) solution that scales with your business
Offer a flexible, scalable retirement plan without added complexity.
Total ownership visibility
Scalable operations
Competitive total rewards
Already a Carta customer?
Related resources
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Align your compensation philosophy with your long-term business goals.
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Carta Classroom
Discover resources on building a compensation plan that works for you.
FAQs
You have questions, we have resources and answers.
If you’re already a Carta customer, you can sign up for the Carta 401(K) by speaking with your Carta customer success manager. The process is designed to be streamlined and integrated with your existing Carta relationship.
Ready to get started? Learn more about this 401(k) solution and start the onboarding process here.
From day one, you will have a dedicated Vestwell implementation manager to help guide you through designing your 401(k) plan, payroll integrations, and a smoother launch for your employees.
Deep payroll connectivity with integrations to 190+ providers to automate eligibility, contributions, and employee updates—helping reduce errors and admin time.
Through our partnership with Morgan Stanley, they can serve as your ERISA 3(38) investment manager fiduciary to help reduce risk and lift for your team.
Yes—flexible plan designs are supported, including part-time exclusions, custom match formulas, and vesting.
Simplify your 401(k) management
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