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
- Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
- Exploring the Target Date Landscape with Mercer’s Preet Prashar
- The 401k Girls Are Making Financial Planning Actually Fun
- George Fraser’s GigMatch Debuts at NAPA 401(k) Summit
- What Participants Really Think with Invesco’s Greg Jenkins
- Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
