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
- How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
- How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
- What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
- Previewing the Nestimate Retirement Income Summit with Kelby Meyers
- Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
- Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
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.