What's New
Vestwell just nabbed $70 million from Wells Fargo, Morgan Stanley, Goldman Sachs, and others as it looks to disrupt employee retirement programs
Vestwell announces the company raised $70 million in Series C financing in this Business Insider exclusive.
Read more at www.businessinsider.com
What Is a 403(b)?
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.
Read more at money.usnews.com
Vestwell Managed Account Platform Helps Advisers Meet Needs in Small Plan Market
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.
Read more at www.planadviser.com
A Business Owner’s Guide to Choosing the Best Retirement Plan for Employees
Vestwell’s President of Retirement Services, Richard Tatum, shares the benefits and limitations of company-sponsored retirement plan options in this AllBusiness’ article.
Read more at www.allbusiness.com
It’s safe harbor season: Here’s what you (and your clients) should know
Vestwell's General Counsel, Allison Brecher, shares what CPAs (and their clients) need to know about safe harbor retirement plans.
Read more at www.mncpa.org
RIA Aggregation Firms Drive 401k Managed Account Adoption
Cerulli Associates' report notes the latest advisor managed accounts program launches, including our very native managed account offering in partnership with Franklin Templeton.
Read more at 401kspecialistmag.com
Potential in PEPs helps Smart secure $228 million in new funding
Vestwell's Founder & CEO, Aaron Schumm, weighs in on small business 401(k) plans and pooled employer plans.
Read more at www.investmentnews.comState IRA programs ignite a new market for small 401(k) providers
See how we’re partnering with BNYMellon and 401(k) advisors in response to state mandated initiatives.
Read more at www.investmentnews.com
Advisor Tech Talk (6/9/21)
Our partnership with robo-advisory tech provider Bambu is featured in Digital Wealth News' latest column on advisor fintech happenings.
Read more at dwealth.news
A 401k Rollover Reckoning
Vestwell's General Counsel Allison Brecher weighs in on the Department of Labor's rule that expands fiduciary advice to include rollovers.
Read more at 401kspecialistmag.com
Top SECURE Act 2.0 Benefits for Plan Sponsors and Participants
Vestwell's General Counsel, Allison Brecher, highlights the benefits the Securing a Strong Retirement Act of 2021 (“SECURE Act 2.0") offers plan sponsors and participants.
Read more at www.benefitspro.com
Vestwell’s Aaron Schumm Is Striking Gold Twice—and Advises Fintech Founders Skip Investors Who Don’t Get their Space
Vestwell's Founder and CEO, Aaron Schumm, shares his advice and insights from his time in the fintech space in this Primary Venture Partners’ series.
Read more at www.nycfounderguide.com