What's New
Vestwell Rolls Out ‘Significant Upgrades’ to Recordkeeping Platform
Vestwell announced significant upgrades to its proprietary recordkeeping platform designed for the small plan market.
Read more at 401kspecialistmag.com
RPA Conversations With Vestwell's Aaron Schumm
Our Founder and CEO Aaron Schumm joined Fred Barstein on RPA Edge to discuss how 65% percent of plans on our platform utilize managed accounts.
Read more at www.wealthmanagement.com
Are You Prepared for Year-End 401(k) Deadlines?
Our VP of Product, Amy Ouellette, shares how you can make the most out of your savings and set yourself up for success in 2023.
Read more at www.marketwatch.com4 Lessons I’ve Learned on My Way to Financial Independence
Our VP of Product Amy Ouellette shares the lessons she’s learned on her journey of finding financial independence in this MarketWatch op-ed.
Read more at www.marketwatch.comVestwell Launches Recordkeeping Product, Portal for 401k TPAs
Vestwell announced two major Third Party Administrator product launches that will enable outside servicers to vastly scale their client business.
Read more at 401kspecialistmag.com
5 Financial Wellness Benefits Small Businesses Should Consider Offering
Our Head of People Patty Kim dives into the top financial wellness benefits employees are looking for from their employers in this BenefitsPRO op-ed.
Read more at www.benefitspro.com
13 Fintech Service Providers That Startups Are Flocking to as They Look To Cut Costs
Vestwell is featured as one of the financial services providers that are helping startups scale in Business Insider.
Read more at www.businessinsider.comVestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping
Our Founder and CEO Aaron Schumm joined the 401(k) Specialist Podcast to discuss disruption in the recordkeeping space and his outlook on the future for the industry.
Read more at 401kspecialistmag.com
Inc. 5000 2022: Vestwell
Vestwell places #435 on the 2022 Inc. 5000 Annual List of fastest growing private companies in America.
Read more at www.inc.com
Vestwell’s Michelle Tran Rarely Rests, Which Is Making a Difference for Women in Fintech
SVP, Head of Enterprise Sales Michelle Tran dives into what inspired her to build a women-focused fintech organization in this Financial Planning feature.
Read more at www.financial-planning.com
What Gen Z Really Wants From the Workplace
Our VP of Product Amy Ouellette shares the key offerings Gen Z are looking for when seeking full-time employment in her latest op-ed.
Read more at www.benefitnews.com
7 Things Advisors Should Do Before 401(k) Plan Selling Season
Industry experts, including our SVP of National Sales Joshua Forstater, highlight seven things advisors should be doing now to scale their business during selling season.
Read more at www.thinkadvisor.com