What's New
LUMINARIES Class of 2022 Finalists
Founder and CEO Aaron Schumm is selected as a finalist for the ThinkAdvisor LUMINARIES' Executive Leadership Award.
Read more at www.thinkadvisor.com
The Trusty 401(k) Is One of the Best Ways to Invest. This Chart Shows Why
Our VP of Product Amy Ouellette dives into 401(k) accounts and the returns you can expect in this NextAdvisor and TIME's article.
Read more at time.com
Virginia Selects Vestwell to Power State-Mandated Retirement Program, RetirePath Virginia
Vestwell announced the Commonwealth of Virginia has selected it as the program administrator for RetirePath VirginiaSM.
Read more at www.prweb.com
WealthManagement.com Announces 2022 'Wealthies' Finalists
Vestwell's Advisor Managed Account feature is named a finalist in WealthManagement.com's 2022 Industry Awards.
Read more at www.wealthmanagement.com
Best Places to Work in Fintech 2022
Vestwell is named one of the Best Places to Work in Fintech by American Banker.
Read more at www.americanbanker.com
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.comColorado 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