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v2025-01-01

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v2025-01-01
Check + Vestwell 401(k) Integration Guide

Getting Started

  • Overview
  • Quickstart
  • Check Console
    • Working with Check Console
    • API Logs
  • Status Page

API

  • Understanding Sandbox and Production Environments
  • Webhooks
    • Working with Webhooks
    • Webhook Event Types
    • Receiving webhooks
  • Request Patterns
    • Pagination
    • Idempotent requests
    • Batching edits
    • Fetching multiple resources
  • Rate limiting
  • Sensitive Data API
  • Request logs
  • Metadata

CHECK AI

  • Check MCP Server
    • Hosted (Remote)
    • Self-Hosted
  • Check CLI

Check Components

  • Overview
  • Check Component Library
    • Live Component Example
  • Working with Check Components
    • Embedding a Component
    • Customizing Components
    • Handling Component Events
    • Check Onboard
      • Embedding Check Onboard

Onboarding & Setup

  • Onboard Status
  • Address Validation
  • Taxes, Agencies, and Jurisdictions
    • Jurisdictions
  • Implementation Status
  • Company Enrollment
    • Retrieving a Company's Federal EIN
    • Automatic Federal EIN Verification
    • Uploading Company Provided Documents
  • Employee Setup
    • Collecting Employee Information From Employers
      • 2% Shareholders
    • Custom Employee Onboarding
      • Linking Bank Accounts with Plaid
      • Working with Employment Forms
    • SSN Validation
  • Requirements API
    • Company Review Document Requests
    • Bank Account Verification Document Requests
    • Required Tax Parameters
    • Resolve Funding Failures
  • External Payrolls
    • External Payrolls Validations

Working with Payroll

  • Core Concepts
    • Defining Workplaces
    • Payroll Preview and Approval
    • Payroll Status
    • Pay Schedules
    • Defining Benefits
      • Period Benefits
    • Creating Post-Tax Deductions
    • Overrides
    • Off-cycle Payrolls
    • Balancing Payrolls & Fulfillment Receipts
    • Voiding a Payroll Item
    • Generating Paystubs
  • Structuring Earnings
    • Working with Tip Credit
    • Working with Piece Rate Pay
    • Working with Reimbursements
  • Calculating Payroll Taxes
    • Handling Negative Net Pay
    • Multi-State Withholdings
    • Reciprocity
    • Courtesy Withholdings
    • Overriding Withholding Taxes
  • Payroll Reporting
    • Payroll Journal with Workplace Breakdown
    • Advanced Payroll Reporting Breakdowns
  • Payments Overview
    • Bank Account Validation
      • Notifications of Change (NOCs)
    • Glossary of Check-initiated Payments
    • Net Pay Splits
    • Fund By Wire
    • Handling Failed Payments
    • Testing Payments in Sandbox

Tax Payments & Filings

  • Tax Parameters
    • Working with tax parameter settings
  • Tax Filings
    • Filings API Integration Guide
    • Tax Filings: Sandbox Testing
    • Migrating from the Legacy Tax Filings API
  • Employee Tax Statements and Tax Packages
  • Tax Deposits

Notifications & Communications

  • Managing Employer & Worker Communications
  • Notification & Communication Library

Usage

  • Billing customers

Ecosystem Partnerships

  • Check Ecosystem Overview
  • Accounting
    • Check + Layer Accounting Integration Guide
  • Business Insurance
    • Check + Next Workers' Compensation Integration Guide
  • Earned Wage Access
    • Check + Clair Earned Wage Access Integration Guide
  • Health Insurance
    • Check + SimplyInsured Integration Guide
    • Check + Benbase Integration Guide
  • Retirement Benefits
    • Check + Vestwell 401(k) Integration Guide
    • Check + Human Interest Integration Guide
  • Ecosystem Partner Guide

Check + Vestwell 401(k) Integration Guide

    • Introduction
    • Launching the Vestwell Component
    • Vestwell Experience Walkthrough
    • Vestwell Benefit Creation
    • Required Fields
    • Vestwell Plan Status
    • Customer Support