Press | Vestwell

Average 401(k) Balance By Age

Vestwell's President of Workplace Savings, Richard Tatum, shares how to maximize your savings in an employer-matched 401(k).
Read more at www.marketwatch.com

Vestwell Rolls Out ‘Significant Upgrades’ to Recordkeeping Platform

Vestwell announced significant upgrades to its proprietary recordkeeping platform designed for the small plan market.
Read more at 401kspecialistmag.com

RPA Conversations With Vestwell's Aaron Schumm

Our Founder and CEO Aaron Schumm joined Fred Barstein on RPA Edge to discuss how 65% percent of plans on our platform utilize managed accounts.
Read more at www.wealthmanagement.com

Are You Prepared for Year-End 401(k) Deadlines?

Our VP of Product, Amy Ouellette, shares how you can make the most out of your savings and set yourself up for success in 2023.
Read more at www.marketwatch.com

4 Lessons I’ve Learned on My Way to Financial Independence

Our VP of Product Amy Ouellette shares the lessons she’s learned on her journey of finding financial independence in this MarketWatch op-ed.
Read more at www.marketwatch.com

Vestwell Launches Recordkeeping Product, Portal for 401k TPAs

Vestwell announced two major Third Party Administrator product launches that will enable outside servicers to vastly scale their client business.
Read more at 401kspecialistmag.com

5 Financial Wellness Benefits Small Businesses Should Consider Offering

Our Head of People Patty Kim dives into the top financial wellness benefits employees are looking for from their employers in this BenefitsPRO op-ed.
Read more at www.benefitspro.com

Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping

Our Founder and CEO Aaron Schumm joined the 401(k) Specialist Podcast to discuss disruption in the recordkeeping space and his outlook on the future for the industry.
Read more at 401kspecialistmag.com

Inc. 5000 2022: Vestwell

Vestwell places #435 on the 2022 Inc. 5000 Annual List of fastest growing private companies in America.
Read more at www.inc.com

Vestwell’s Michelle Tran Rarely Rests, Which Is Making a Difference for Women in Fintech

SVP, Head of Enterprise Sales Michelle Tran dives into what inspired her to build a women-focused fintech organization in this Financial Planning feature.
Read more at www.financial-planning.com

What Gen Z Really Wants From the Workplace

Our VP of Product Amy Ouellette shares the key offerings Gen Z are looking for when seeking full-time employment in her latest op-ed.
Read more at www.benefitnews.com

7 Things Advisors Should Do Before 401(k) Plan Selling Season

Industry experts, including our SVP of National Sales Joshua Forstater, highlight seven things advisors should be doing now to scale their business during selling season.
Read more at www.thinkadvisor.com