401(k) Specialist interviews Aaron Schumm, CEO of Vestwell, at the Excel 401(k) Advisors Conference. We talk about technology available to 401(k) advisors. Below is a summary of the video and the video to watch the interview with Aaron Schumm.
- Vestwell’s Focus: Aaron discusses Vestwell’s mission to modernize and improve the 401k experience for advisors and their clients.
- Importance of Technology: Emphasis is placed on the role of technology in streamlining 401k management and enhancing user experience.
- Growth and Innovation: Aaron talks about the company’s growth and the continuous innovation needed to stay ahead in the industry.
- Industry Insights: Insights into the current state of the 401k industry and the challenges faced by advisors and plan sponsors are shared.
See Also:
- Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping
- 6 Important SECURE 2.0 Provisions Retirement Advisors Should Know
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 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.
