What's New
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
How to Effectively Measure Retirement Plan Success
PLANSPONSOR’s article featuring our President of Retirement Services, Richard Tatum, details how plan sponsors can effectively measure plan outcomes and determine plan success.
Read more at www.plansponsor.comFranklin Templeton’s managed account product could be future for DCIOs
Following our recent announcement of our forthcoming integrated managed account solution in partnership with Franklin Templeton, InvestmentNews' Fred Barstein explains why managed accounts are a hot trend for 2021.
Read more at www.investmentnews.com
4 Key Steps Plan Sponsors Can Take to Guard Against 401k Lawsuits
While there is no vaccine against ERISA lawsuits, Vestwell’s General Counsel, Allison Brecher, shares four practical steps plan sponsors can take to help protect themselves.
Read more at 401kspecialistmag.com#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick
Vestwell's board member Lori Hardwick spoke with #ItzOnWealthTech's Craig Iskowitz in Wealth Management Today's podcast episode.
Read more at wmtoday.com
What Is the SECURE Act?
Featuring our General Counsel Allison Brecher, U.S. News & World Report's article dives into how the SECURE Act changes retirement plans for Americans of all ages.
Read more at money.usnews.com
4 Big Trends in 401(k)s, Retirement Plans
ThinkAdvisor highlights four ways the 401(k) industry is evolving in this recap of our 2021 Retirement Trends Webinar.
Read more at www.thinkadvisor.com