Browsing Tag
Vestwell
64 posts
Corporate Roundup: Alera Group, Vestwell Partnership, Equitable Leadership Appointments
Alera Group and Vestwell launch a new workplace retirement solution aimed at small businesses, Equitable announces new leadership changes, and more
Employees See 401(k) Plans as Prerequisite Instead of Perk
A study released today by Vestwell finds that 89% of participants would be more likely to continue working for an employer who offers a retirement benefit
Delaware the Latest to Offer State Auto-IRAs
The first state will be joining the Partnership for Dignified Retirement, which includes Colorado and Maine and who provides automatic IRA programs to state workers
New Jersey Selects Vestwell to Administer Latest State Auto-IRA
The 401(k) recordkeeper will serve as program administrator to New Jersey's Secure Choice Savings Program
Corporate Roundup: Toland Opens Annuity Practice; OneDigital Acquires $900M Firm
An annuity veteran announces new consulting practice while OneDigital acquires Triad Financial Advisors, and more
Corporate Roundup: New Hires at Vestwell, Northern Trust, Wealthspire
Vestwell names a chief strategy officer, Northern Trust appoints a global FX leader, and Wealthspire Advisors hires a new advisor and announces their latest office
Colorado and Maine Team Up for Automatic Retirement Savings
Vestwell will also serve as the program administrator for the new partnership
Vestwell Acquires Student Loan Benefits Provider
The deal will add new products to the Vestwell platform, including programs that manage and allocate funds to student debt, contribute to education savings accounts, and refinance student loans
Vestwell Grows MEP and PEP Capabilities
The firm provides a fully digital plan setup and onboarding process for advisors and TPAs to manage and scale multiple plans simultaneously
Vestwell Partners with Gusto on 360-Degree API-Based Integration
New deal will support both 401(k) plans and state auto-IRA programs