What's New
Why You Soon Might Have More Access to Sustainable Investments Within Your Company 401(K)
Founder & CEO Aaron Schumm shares his thoughts on the Department of Labor's new proposed rule that may make ESGs in 401(k) plans more available to employees.
Read more at www.businessinsider.com
Now Is the Time to Auto-Enroll in Retirement Savings
Amy Ouellette, SVP of Retirement Services, breaks down two methods that can minimize employer pain points around auto-enrollment in retirement plans.
Read more at www.benefitnews.com
8 Steps Women Need To Take To Close the Retirement Gap
Vestwell's SVP of Retirement Services, Amy Ouellette, shares how women can close the retirement gap and take control of their finances in this Financially Savvy Female column.
Read more at news.yahoo.com
Vestwell to Administer Several State Savings Plans
Vestwell announced Dec. 8 that Sumday will administer plans in Oregon, Connecticut and Maryland.
Read more at www.napa-net.org
More Retirement Industry Trends to Prepare for in 2022
PLANSADVISER recaps our webinar exploring the trends retirement plan practitioners can expect in 2022.
Read more at www.planadviser.com
Aaron Schumm, Founder & CEO of Vestwell — Powering Modern Day Workplace Savings
In this Wharton Fintech Podcast episode, host Anirudh Singh sits down with Vestwell Founder & CEO Aaron Schumm to discuss Aaron's entrepreneurial journey, Vestwell, and the future of the fintech industry.
Read more at medium.comAsk an Adviser: How Can Compliance Test Reviews Be Less Overwhelming?
Vestwell’s SVP of Retirement Services, Amy Oullette, shares how plan sponsors can ease the challenges of retirement plan compliance testing review.
Read more at www.benefitnews.com
Should RPAs Seek to Control Their Own DC Record-Keeping Platforms?
Vestwell's CEO Aaron Schumm gives his take on why RPAs would benefit from controlling their own record-keeping platforms.
Read more at www.rpaconvergence.com
Vestwell Sets Sights on BNY Mellon’s 529, State Savings Division
The cloud-based recordkeeper is aiming to increase savings participation with the acquisition and expand its workplace platform offerings.
Read more at 401kspecialistmag.com
A Year of Disruption Spotlights Tech, Cybersecurity
According to Vestwell’s newly published “Retirement Industry Trends Report,” 85% of advisers agree that, as a result of this past year, they have placed a greater emphasis on the technology they use to run their businesses.
Read more at www.planadviser.com
4 Tech Trends Transforming 401(k)s
ThinkAdvisor looks at the new ways in which the push for tech-forward solutions has manifested itself in the 401(k) industry, according to Vestwell's 2021 Retirement Industry Trends Report.
Read more at www.thinkadvisor.com
After 401(K) Account Growth Catapults Ahead of Curve, Vestwell CEO Scrambles to Make Big Hires and Abdicates Chairmanship to Freed-up Lori Hardwick
Vestwell's Chair of the Board Lori Hardwick and Founder & CEO Aaron Schumm spoke with RIABiz to discuss the next chapter in our growth.
Read more at riabiz.com