Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping
We pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a hard follow-up. True to form, he deftly fielded both.
The digital 401(k) recordkeeper is on a tear of late, raising money from major players, and is now named to INC. magazine’s list of the fastest growing U.S. companies. We discuss needed disruption in the recordkeeping space, a pivot to college savings, and what’s next for the industry and company.
Listen to All 401(k) Podcast Episodes
- Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
- Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
- Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
- Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
- Challenging Common Beliefs About Automated Plan Features with Marc Howell and Felix Okwaning from Principal®
- Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
