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Vestwell

@Vestwell

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Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country.

Manhattan, NY
Joined March 2016
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@Vestwell
Vestwell
28 days
@johnhancockusa announced today they have partnered with Vestwell to power their new retirement plan offering, FutureStep™. Through Vestwell’s industry-leading technology, the offering will help to bridge the access gap and empower savings. Learn more:
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@Vestwell
Vestwell
3 months
We are thrilled to see Rhode Island join forces with our Connecticut partners, @MyCTSavings, to expand retirement savings to more private-sector workers across their states. Learn more about Rhode Island’s new auto-IRA program:
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@Vestwell
Vestwell
4 months
Vestwell’s @AaronSchumm has been recognized as one of 2024’s most exceptional entrepreneurs by @GoldmanSachs at the Builders & Innovators Summit, as a leader making major entrepreneurial impacts across industries. 🏆 Learn more:
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@Vestwell
Vestwell
4 months
📱The Vestwell mobile app makes it possible to save while on the go. Whether it’s retirement, education, or other financial goals, savers can manage their accounts across the savings spectrum. Learn more:
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@Vestwell
Vestwell
4 months
Vestwell proudly powers Delaware EARNS to expand access to retirement savings across the First State. 📅 October 15 is the deadline for Delaware businesses with 5+ to register for this program or offer another qualified retirement plan to their employees.
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@Vestwell
Vestwell
5 months
We’re thrilled to partner with @CommonwealthFN to power their Gateway 401(k) Plan, a new pooled employer plan (PEP) offering. 🚀 Discover how the Gateway 401(k) Plan will empower 2,000+ advisors to scale their practices with a modern group plan solution:
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@Vestwell
Vestwell
5 months
Vestwell’s Aaron Schumm, Founder and CEO, and Douglas Magnolia, Chief Customer Officer, recently sat down with Meg Carpenter for an episode of The Growth Leaders of Wealth Management podcast. 🎙Take away key insights in the latest episode:
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@Vestwell
Vestwell
5 months
Today, we are thrilled to announce a significant milestone in our journey—a strategic partnership with @TIAA to launch a Guaranteed Retirement Income product on the Vestwell platform, expanding our suite of holistic workplace savings solutions.
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@Vestwell
Vestwell
5 months
Did you know that your business may be eligible for thousands of dollars in tax credits? If you're launching a retirement plan or making employer contributions, you may be able to take advantage of some significant tax credits. Learn more:
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@Vestwell
Vestwell
6 months
Vestwell was recently featured in @FPrimeCapital’s article, where they shared Vestwell's story and how the company has expanded access to savings for more individuals across the country. Learn more:
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@Vestwell
Vestwell
6 months
September is College Savings Month, and our partners at @529forCollege are offering students an opportunity to show their dream jobs in their “This is My Dream Job” sweepstakes. 🎨 For a chance to win $529, submit your artwork starting this September:
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@Vestwell
Vestwell
6 months
We’re thrilled to welcome 7 new members to our team today! 🎉 Happy to have you joining us Roosevelt Theodore, Kevin Romoser, Everett Tum, Michael Atme, Michael Cacciatore, Neonta Wilson, and Tiffany Lauer. #OneVestwell #WelcomeToTheTeam
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@Vestwell
Vestwell
6 months
@AaronSchumm recently sat down with @PLANADVISER for a conversation on state savings programs and how they are playing a significant role in closing the nation’s savings gap. Learn more:
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@Vestwell
Vestwell
6 months
The countdown is on! There are only 2️⃣6️⃣ days left to offer a safe harbor 401(k) with Vestwell in 2024. Are you interested in launching one of the most popular types of retirement plans? Learn more about safe harbor 401(k)s:
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@Vestwell
Vestwell
6 months
🗓️ Advisors, mark your calendars! Vestwell is hosting a webinar on Monday, August 26 at 1 p.m. ET all about Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), and Groups of Plans (GoPs). RSVP now:
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@Vestwell
Vestwell
6 months
Join Vestwell’s Senior Vice President of Program Management, Michael Parker, tomorrow at the @NASACT 2024 Annual Conference for an exclusive session on state-facilitated retirement plans. Learn more:
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@Vestwell
Vestwell
6 months
@AaronSchumm, Vestwell’s Founder and CEO, was featured in @DukeCapPartners’ most recent Founder Spotlight. As a proud Duke Fuqua alum, Aaron shared his insights as a founder and what it means to be part of the Duke Capital Partners community. Learn more:
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@Vestwell
Vestwell
6 months
Vestwell’s Founder and CEO, @AaronSchumm, recently sat down with @jasonpereira for an episode of the @fintech_impact podcast. 🎧 Learn more about the story of Vestwell and how our platform is reshaping savings through the workplace:
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@Vestwell
Vestwell
6 months
Nearly 75% of Vestwell 401(k) plans are safe harbor plans! Don't miss out on the opportunity to launch one for your business. The September 16th deadline is approaching quickly. Get your plan in motion:
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@Vestwell
Vestwell
6 months
Happy ABLE Savings Day! Today we highlight the value ABLE savings accounts bring to those living with disabilities. We're honored to offer ABLE accounts and bring more saving opportunities to individuals with disabilities. Learn more:
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