Browsing Tag
Vestwell
63 posts
How Advisors Ease Non-Revenue-Generating Pain Points: Excel 401(k) 2020 Digital Series
While workplace retirement plans are the only source of invested assets for the majority of Americans, most plans…
Recordkeeping Revolution: How Tech Can (And Will) Upend the 401k Space
“Recordkeeping is broken.” Why that is and what to do about it was the subject of a recent…
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”…
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…
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.
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.
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.
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…