Browsing Tag
Vestwell
49 posts
Vestwell Partners with Carson Group on SMB 401(k) Offering
The program will includes features dedicated to SMBs from both entities
Vestwell Rolls Out ‘Significant Upgrades’ to Recordkeeping Platform
New York-based fintech says it has scaled its technology platform to five times greater efficiency than legacy platforms
Vestwell Launches Recordkeeping Product, Portal for 401k TPAs
Fully unbundled platform Vestwell Flex and TPA Portal intend to enable outside retirement plan servicers to vastly scale their client business
20 Fast-Growing, Retirement-Focused Firms from Inc.’s 2022 List
Inc. Magazine’s latest list of the fastest-growing private companies in America includes a select few with an emphasis on retirement planning
Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping
We pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a…
Yet Another State IRA Program Set to Debut Mid-2023
Virginia’s state-facilitated private retirement program has selected Vestwell as program administrator and BlackRock as investment manager
Vestwell to Power Colorado-New Mexico Auto-IRA Program
First multi-state auto-IRA program projects it will provide new retirement plan access to more than a million residents of the states
Connecticut Launches State-Run Retirement Savings Program
Vestwell named third-party administrator for “MyCTSavings” plan, which is mandatory for employers not currently offering a plan and voluntary for employees
How Technology is Transforming the Retirement Industry
Vestwell’s new study identifies key trends in digital solutions that can help advisors up their game
401(k) Business Briefs: IPX Retirement, Envestnet, Vestwell
News from around the 401k market featuring a name-change, Envestnet signing on as investment manager for a new PEP, and Vestwell raising $70 million in Series C funding