401k Specialist covers our 2021 Retirement Industry Trends Report identifying the key trends in digital solutions that can help advisors up their game.
Vestwell announces board member Lori Hardwick as its new Chair of the Board in this WealthManagement.com feature.
Primary Venture Partners recognizes Vestwell's Founder & CEO Aaron Schumm as a NYC FinTech leader and Vestwell as an infrastructure creator on their Focal FinTech list.
Vestwell's General Counsel and Chief Privacy Officer, Allison Brecher, provides context on crucial cybersecurity measures.
Large 401(k) providers are struggling to engage participants online and in digital tools because “their platforms were essentially built pre-internet,” says Vestwell's Founder & CEO Aaron Schumm. .
“We build technology to catch errors upfront and autocorrect it immediately in our recordkeeping engine. We process 93% of payrolls clean the first time,” Vestwell's Founder & CEO Aaron Schumm says.
The first plan provider to use Franklin’s Goals Optimization Engine, or GOE, within its managed accounts program is Vestwell, which announced an arrangement with the company at the beginning of the year.
Vestwell's General Counsel, Allison Brecher, breaks down the differences between traditional 401(k) and safe harbor 401(k) plans in this Pennsylvania Institute of Certified Public Accountants' blog article.
Recordkeeping-as-a-service firm Vestwell landed a $70 million Series C funding round that has founder and CEO Aaron Schumm describing “a very clear line of sight to be a multi-billion-dollar business in the very near future.”
Vestwell announces the company raised $70 million in Series C financing in this Business Insider exclusive.
Vestwell's President of Retirement Services, Richard Tatum, shares his take on 403(b)s in this article about how the retirement plan for the nonprofit sector works.
Vestwell's SVP of Strategic Partnerships, Joshua Forstater, shares how our managed accounts offering, in partnership with Franklin Templeton, helps advisors scale in the small plan market.