Browsing Tag
Vestwell
49 posts
Goldman Gives Vestwell $30 Million
Digital retirement platform provider Vestwell got a major shot in the arm with $30 million in Series B…
Big Numbers from New 401k Coverage and Saving Survey
Digital DC disruptor Vestwell is out with the results of its latest study, which found 76.7% of those…
How Advisors Perceive the 401k Market, Sponsors and More
Vestwell is out with a compelling survey (two actually) of 401k advisors and plan sponsors. The resulting report,…
After the 401k Executive Order, What Happens with RESA Legislation?
Now that President Trump has announced an executive order to encourage the use of multiple employer plans (MEP)…
Understand 401(k) Plan Expenses to Yield Fitting Benefits
The recent barrage of litigation and emerging regulations pertaining to retirement plan fees has put 401(k) plan sponsors…
Vestwell, Namely Collaborate for ‘All-in-One’ 401k Management Solution
Digital retirement platform Vestwell is teaming with human resource software startup Namely to provide employers and employees with a one-stop shop…
Fintech Giants Roll Out Digital 401k Platform
Technological innovations designed to make life easier abound, and the retirement savings industry is getting in on the…
A Bunch of Reasons to Use More 401k Fintech
“Advisors need to innovate or die, because the change in technology is relentless.” Jim O’Shaughnessy clearly (and thankfully)…
What’s Happening With 401(k) Advisor Technology?
401(k) Specialist interviews Aaron Schumm, CEO of Vestwell, at the Excel 401(k) Advisors Conference. We talk about technology…