The Bottom Line

Sheila Poad

Quarterly Update & 401(k) Announcement

​

As we approach the end of our third quarter, I’m excited to share that our sales for January and February have outperformed last year’s figures by approximately 7%. To maintain this momentum and continue generating new business, we are continuing to invest in our sales team. A huge welcome to the 19 new customers who joined us this quarter!

401(k) Transition to Vestwell

To improve our benefits experience, our 401(k) provider has introduced Vestwell as our new record keeper. They will now handle all plan management, including: 

• Contribution changes

• Withdrawals

• Payouts

​

Next Steps for Employees:

All eligible employees can now access the new portal at signin.vestwell.com. Please log in to familiarize yourself with the site.

If you have any questions or need a hand getting set up, please reach out to Jackie or myself—we’re happy to help.

Let’s keep this energy going as we head into a successful 4th quarter!