What's New
Advisor Tech Talk (6/9/21)
Our partnership with robo-advisory tech provider Bambu is featured in Digital Wealth News' latest column on advisor fintech happenings.
Read more at dwealth.news
A 401k Rollover Reckoning
Vestwell's General Counsel Allison Brecher weighs in on the Department of Labor's rule that expands fiduciary advice to include rollovers.
Read more at 401kspecialistmag.com
Top SECURE Act 2.0 Benefits for Plan Sponsors and Participants
Vestwell's General Counsel, Allison Brecher, highlights the benefits the Securing a Strong Retirement Act of 2021 (“SECURE Act 2.0") offers plan sponsors and participants.
Read more at www.benefitspro.com
Vestwell’s Aaron Schumm Is Striking Gold Twice—and Advises Fintech Founders Skip Investors Who Don’t Get their Space
Vestwell's Founder and CEO Aaron Schumm shares his advice and insights from his time in the fintech space in this Primary Venture Partners’ series.
Read more at www.nycfounderguide.com
What a Volatile 2020 Taught Portfolio Managers About 401k TDFs
Vestwell's SVP of Partnerships, Joshua Forstater, weighs in on what a volatile 2020 taught us about target-date funds.
Read more at 401kspecialistmag.com
CLOSING ENTRY: Beyond the gold watch
Vestwell's General Counsel, Allison Brecher, dives into New Jersey's Secure Choice Savings Program Act requiring most employers to offer retirement plans for their employees.
Read more at njbiz.com
5 Ways Employers Can Improve Employee Financial Literacy
Vestwell’s President of Retirement Services, Richard Tatum, shares five ways plan sponsors can improve financial literacy in the workplace.
Read more at www.sbtmagazine.net
FinTechs About Situation Around Coronavirus and Market Recession
Vestwell's Founder and CEO Aaron Schumm is featured in WealthTech Club's article, which shares outlook and words of support from fintech experts during this period of uncertainty.
Read more at wealth.insart.com
Want to attract more women to work in retirement? Read this
Courtenay Shipley at Retirement Planology, Kristen Deevy at Pensionmark, Katrina Bell at Zuna, and Deane Mayerhofer at SRP reflect on mentors, challenges, and the 401(k) industry.
Read more at www.benefitspro.com
Women leading wealthtech’s evolution
CEOs and other women in the fintech C-suite, including Vestwell's board member Lori Hardwick, are spearheading the sector's progression and paving pathways for gender equity.
Read more at www.investmentnews.com
#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup
This episode of the #ItzOnWealthTech podcast rounds up the recent news in the industry, including Vestwell's partnership with Franklin Templeton.
Read more at wmtoday.com
Are You Gambling or Investing? Here’s How to Tell
Paul Sydlansky's article includes some great insights on his Vestwell plan.
Read more at www.kiplinger.com