Browsing Tag
Vestwell
61 posts
Vestwell Tackles ‘Traditional’ 401k Recordkeeping with Latest Tech Release
Digital 401k platform Vestwell says it’s taking a leap forward in the technology it provides, “resetting the bar”…
March 4, 2020
What Small-Market Plan Sponsors Think of 401(k)s
There’s business to be had in the small(er) market, and 401(k) advisors now have more options to help…
November 13, 2019
Goldman Gives Vestwell $30 Million
Vestwell Series B funding raises $30M to expand its digital retirement platform with support from Goldman Sachs and top investors.
April 3, 2019
Big Numbers from New 401(k) Coverage and Saving Survey
Company-sponsored retirement plans boost savings, with 76.7% contributing 4%+ monthly and many confident in their plan knowledge.
March 5, 2019
How Advisors Perceive the 401(k) Market, Sponsors and More
Retirement Trends Report reveals advisor and sponsor insights on priorities, challenges, and key goals shaping the retirement industry.
September 28, 2018
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)…
September 5, 2018
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…
June 12, 2018
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…
April 17, 2018
Fintech Giants Roll Out Digital 401(k) Platform
Digital 401(k) Platform empowers advisors to onboard, manage, and grow retirement plans efficiently with Riskalyze and Vestwell.
February 8, 2018
A Bunch of Reasons to Use More 401(k)Fintech
401(k) advisor technology boosts growth, client value, and satisfaction through data-driven tools and innovation.
December 21, 2017