![]() ![]() Vestwell is a digital platform that makes it easier to offer and administer 401(k) plans. “We’re excited to partner with Vestwell to provide our clients with a like-minded, advanced technology solution that seamlessly integrates into our HR platform.” About Vestwell Holdings, Inc. “At Namely, we’re focused on providing mid-sized companies with best-in-class technology for all of their HR needs,” said Michael Manne, VP Sales, Namely. Namely clients interested in Vestwell’s services for their retirement offering will benefit from a simplified payroll integration, fast and easy onboarding, transparent pricing, and streamlined administration. “By coupling Vestwell’s turnkey retirement solution with Namely’s humanized and savvy HR system, we’re able to create a more harmonious experience for the plan sponsor and their participants.” “At Vestwell, our key objective is to modernize how retirement plans are offered and administered, and our partnership with Namely does just that,” said Aaron Schumm, founder and CEO, Vestwell. ![]() More importantly, the new offering provides payroll integration, thus removing the significant administrative burden from plan sponsors of providing ongoing payroll information and updated election deferrals. Through single sign on, users will gain access to key benefits and retirement information, all in one place. Vestwell’s retirement offering will now integrate into Namely’s platform. NEW YORK, NY, Ap– Vestwell, a digital retirement platform, announced today that it is partnering with Namely, a leading HR platform for mid-sized companies, to provide an all-in-one retirement experience for plan sponsors and their employees. provides companies with a user-friendly, integrated digital retirement experience ![]() In the Namely URL, your subdomain appears before. Check your organization's Namely subdomain.If necessary, create and configure a new token for the connector. To test the connection, create and run a chain with the connector's Get Report command, and verify it returns a valid output.Select the environments to use with the connection, and click Save.Under Properties, enter the connector's details:Įnter the API bearer token created in Namely for the connector.Įnter the subdomain for your organization's Namely.Under Basic Info, enter a unique name and description to help identify the connection.Under BizApp Connection, select Namely and the default CloudRunner.From Chain Builder, click Connections compare_arrows, and then Create at the top right.Set up the Namely connector Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration. Copy the PAT that appears for the connector's configuration.On the Personal Access Tokens tab, enter a unique name to identify the connector's token, and click Create.To secure the connection to the Namely API, the connector requires a bearer token-known as a personal access token (PAT)-created in Namely. Note: In the URL for your organization's Namely instance, the subdomain appears before. An API personal access token created in Namely for the connector.To enable the connection, the connector use the Namely REST API. For example, with this connector, you can: With the Namely® connector, you can use commands in a chain to interact with Namely. ![]()
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