Browsing Tag
Aaron Schumm
5 posts
529 Day Puts College Savings in the Spotlight
Only 2 in 5 believe they are saving enough for college as more than 43 million Americans are carrying student loan debt
Vestwell Enters Emergency Savings Account Market
In wake of SECURE 2.0 provision to promote emergency savings, company expands its suite of financial wellness solutions with a new workplace ESA
John Hancock Retirement, Vestwell Partner on ‘FutureStep’ Launch
New open-architecture retirement plan to be available in “early 2025”
6 Important SECURE 2.0 Provisions Retirement Advisors Should Know
Vestwell Founder and CEO Aaron Schumm’s take on key changes coming as a result of the new landmark retirement reform legislation
The Critical Difference Between Advisor Value and Value Proposition
Insights from Craig Rosenthal on 401(k) advisor value propositions and fee reasonableness at the Excel 401(k) conference.