What's New
Patriot Partners with Vestwell to Offer Retirement Plans for Small Businesses
Vestwell will serve as Patriot’s exclusive recordkeeper, providing a fully integrated 401(k) solution to Patriot’s payroll customers.
Read more at www.cpapracticeadvisor.com
Vestwell to Power Colorado-New Mexico Auto-IRA Program
Vestwell will power the first multi-state auto-IRA program for Colorado and New Mexico, bringing retirement savings to over one million people.
Read more at 401kspecialistmag.com
Colorado and New Mexico Select Vestwell to Power Historic State Savings Program
Vestwell announced it has won a competitive bid to administer the Colorado Secure Savings Program and New Mexico Work and $ave auto-enroll IRA programs.
Read more at www.prweb.com
Preparing for the SECURE Act’s Impact on 401(k) Eligibility
VP of Product Amy Ouellette provides an in-depth overview on upcoming SECURE Act eligibility changes in her latest op-ed.
Read more at www.benefitnews.com
Advisers Cheer SECURE 2.0 and Renewed Focus on Retirement Savings
CEO Aaron Schumm discusses how the SECURE 2.0 bill can expand access to workplace savings programs.
Read more at www.investmentnews.com
After Co-Founder Rob Foregger Departs NextCapital, the CEO Turns Around and Sells the Company to Goldman Sachs, Which Calls It ‘Another Tool'
CEO Aaron Schumm shares his thoughts on how Goldman Sachs’ acquisition of robo-advisor NextCapital will further drive workplace savings programs.
Read more at riabiz.com
Saving for Retirement? How to Choose Between a Traditional and Roth IRA
VP of Product Amy Ouellette discusses why now is the best time to invest in Fortune Magazine's article about IRAs.
Read more at fortune.com
Connecticut Launches State-Run Retirement Savings Program
Connecticut's MyCTSavings announces its launch with Vestwell as the program’s third-party administrator.
Read more at 401kspecialistmag.com
Is the Dream Job Real? The Great Resignation Poses New Questions, Challenges.
Linda Lee, Product Manager at Vestwell, shares her path to finding her dream job, which included finding roles that offer work-life balance and flexibility.
Read more at builtin.com
5 Ways Employers Can Close the Retirement Gap
In this BenefitsPRO op-ed, CEO Aaron Schumm shares five actionable steps small businesses can take to ensure their employees’ are maximizing their benefits.
Read more at www.benefitspro.com
How Do We Build What People Need Today: Top Ideas from Vestwell’s Aaron Schumm
CEO Aaron Schumm discusses how governments, businesses, and individual savers are working together to push forward changes in the retirement savings space.
Read more at www.massenaassociates.com
Advisers Can Help Plan Sponsors Set Goals for Their Plans
President of Retirement Services Richard Tatum shares how employers can tap into their partnerships with the recordkeeper and advisor to improve their retirement plan outcomes.
Read more at www.planadviser.com