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 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.
