---------------------------------------------- Angela Sadberry, May 22, 2026, 10:54 AM EDT Hello Kelvin, Angela with Vestwell here — I hope you’re doing well. Thank you so much for reaching out about this. I understand onboarding transitions can sometimes feel overwhelming, and I’d be happy to help make the process as smooth as possible. We can schedule time to connect by Zoom or phone and walk through the steps together. If you’d like to set up a Zoom call with screen sharing, please use this link to schedule: Zoom scheduling link If you’d prefer a regular phone call, please use this link to schedule: Phone call scheduling link We also have recorded webinars available for the Accrue to Vestwell migration here: - Registration Webinar - Platform Walkthrough Webinar Please let me know if I can be of further assistance or if you have any additional questions. Be well, Angela Sadberry Senior Associate, Employer Services Direct: 929-387-3946 Office: (917) 979-5358 Hours: M-F, 9AM-6PM Eastern Time Visit our Help Center Tell us how we’re doing by completing a short survey linked Here! -1](https://hs-45922110.f.hubspotemail.net/hub/45922110/hubfs/Image%20Container%20(8)-1.png?width=100&height=100&upscale=true&name=Image%20Container%20(8)-1.png **Dedicated plan transfer support** From transferring plan design and assets to managing notices and blackout periods, our specialized transfer team handles the heavy lifting. Vestwell has transitioned thousands of plans onto our platform—smoothly and securely.  and SEC guidelines, undergo regular third-party audits, and use strong encryption and internal controls to protect employee data, during the transition and beyond. **Need help?** Our team is here for you. Reach us anytime at [email protected].  979-5358 -- This message and any attachments may contain confidential, sensitive, or proprietary information. If this email was sent to you in error, please notify us immediately by sending us a reply email ([email protected]). Please delete this email from your system and do not share it or any attachments. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. -------------------------------- This email is a service from Vestwell. [7JGMPK-5XVG4]