What's New
Vestwell 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.comHere’s an Exclusive Look at the Pitch Deck Savings Plan Startup Vestwell Used to Raise $70 Million From Investors Like Wells Fargo, Goldman Sachs and Morgan Stanley
Our Founder and CEO Aaron Schumm chats with Business Insider about our company’s trajectory and shares the pitch deck that helped secure our latest round of funding.
Read more at www.businessinsider.comEvolving Retirement Landscape: How Small Businesses Benefit From Secure Act 2.0
Our Founder and CEO Aaron Schumm outlines a few key benefits the proposed SECURE Act 2.0 will provide small businesses in his latest op-ed.
Read more at www.benefitspro.comMeeting Younger Investors Where They Are: Why Gamification and TikTok Are Part of the Strategy
Our Head of Enterprise Sales Michelle Tran shares how financial advisors can attract and provide value to millennial and Gen Z investors.
Read more at www.financial-planning.com
What Is a 401(k)?
A 401(k) is the most popular employer-sponsored retirement plan. Our VP of Product Amy Ouellette shares how to use this tool to reach your retirement goals.
Read more at www.sounddollar.com