VestGen Broadens Reach to Retirement Plans, Stax.ai, Finch Partner on Payroll-Linked Census for TPAs

VestGen Broadens Reach to Retirement Plans

VestGen Wealth Partners, LLC is expanding into the retirement plan market with the launch of VestGen Retirement Services.

According to a release, VestGen Retirement Services will offer support from plan design and fiduciary oversight to participant education and wealth transitions.

Joining VestGen to help with the expansion is an Oak Brook, Illinois-based retirement-focused advisory team previously affiliated with Osaic, bringing approximately $662 million in total client assets.

Bob Greulich, CPFA, a veteran advisor with more than 40 years in wealth and retirement management, will serve as a managing director and wealth advisor for VestGen Retirement Services, alongside James Kim, who will continue his focus on serving individual clients and participants through rollover and wealth strategies.

“Plan sponsors need compliant plans, but they also need a competitive advantage,” said Greulich. “A well-run retirement program helps companies attract and retain top talent, while giving employees the confidence to retire on time and with dignity.”

Josh Gerry, founder and CEO of VestGen, added, “The wealth management space is evolving rapidly, often at the expense of personalization. We’re building a firm that combines growth with soul — a unified ecosystem where employees don’t just access financial planning, they engage with it. With the same reach as the largest providers, we deliver through advisors who know their clients by name. This addition is a gateway to that vision.”

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