Vestwell

Yesterday, Vestwell’s Founder and CEO, Aaron Schumm, presented at Duke University to commemorate the university’s centennial celebration. Aaron joined fellow Duke alumni to reflect on the school’s incredible legacy of entrepreneurship and share his own journey and the impact Vestwell has made in closing the nation’s savings gap. Jamie N Jones, Melissa Bernstein Alana Beard #DukeCentennial

Are you prepared for New York’s upcoming retirement plan program? A new requirement is on the way for businesses in the Empire State. ?? More than half of New York State’s private-sector employees lack access to a workplace retirement plan. To address this gap, upcoming legislation will soon require New York businesses to offer a qualified, employer-sponsored retirement plan or automatically enroll employees in the New York State Secure Choice Savings Program. Stay informed on the program’s development and understand how this requirement will impact your business ?? https://lnkd.in/gy_QKJYd #NewYorkStateSecureChoice

Financial advisors—now is the perfect time to partner with a recordkeeper who can help you grow your business and better serve your clients. Hear directly from the advisors who have worked with Vestwell to scale their practices. ?? From custom savings solutions to top-tier support, see why our partners and clients trust us to deliver. Discover more success stories from Vestwell’s advisors: https://lnkd.in/gBKiD2V8 Zach Stein, Carbon Collective; Jason M. Booth, TaxStudio; Michael Paris, Paris International

In honor of Duke University’s centennial, Vestwell’s Founder and CEO, Aaron Schumm, was invited to speak at his alma mater this week. As a leading entrepreneur in the country, he will celebrate the university's legacy and share the Vestwell story. Aaron will be joined by fellow Duke alumni and entrepreneurs Melissa Bernstein of Lifelines, LLC, and Alana Beard of 318 Foundation, Inc. ?? Entrepreneurship at Duke: Our Past, Present, and Future ??? Wednesday, November 13, 2024 | 6:00 pm ET Register now: https://lnkd.in/gNj6khf6? Tune in to the presentation on Wednesday virtually: https://lnkd.in/gXzENFy4 #DukeCentennial

The annual Party for a Purpose event hosted by Best Buddies in New York brings awareness to the inclusion of individuals with intellectual and developmental disabilities (IDD). Vestwell shares Best Buddies’ commitment to uplifting and empowering individuals with disabilities and was a proud community sponsor of this year’s event. Thank you to Best Buddies’ Founder and CEO, Anthony Shriver, for having us. Daniel Nzouankeu #BestBuddies #PartyForAPurpose

New Jersey’s retirement program deadline is just around the corner. ?? Are you ready? Businesses in New Jersey with 25 or more employees must offer a qualified retirement plan or enroll employees in the state’s RetireReady NJ program by November 15, 2024, to avoid financial penalties. RetireReady NJ is a state retirement savings program designed to help New Jersey workers easily build retirement savings through payroll deductions to an IRA. Learn more about?the RetireReady NJ program, the upcoming deadline, and how it affects your business ?? https://lnkd.in/g2K27Uyf #RetireReadyNJ

Congratulations to Ashley Lettieri, Senior Manager of Payroll Operations & Implementations, and Daniel Cipolla, Senior Manager of Platform and Process Improvement, for completing the NYC Marathon last weekend! ?? And a big shoutout to all the Vestwellers who came out to cheer and support their fellow teammates along the course right in our backyard of NYC. #OneVestwell Amanda Carey Kristin Wedekin Michael Feeley Jonathan Mark Christopher Eisser

Meet the newest members of the Vestwell team! ?? Join us in welcoming Cara Kim, Kinsey Remaklus, Tye Calhoun, Francis Soime, Zach Dietsch, and Max LaCorte. #OneVestwell #WelcomeToTheTeam

?? Spotlighting: Financial Advisory Firm Interlake Capital Management, LLC Founder and Chief Investment Officer, Kevin Price, AIF?, CPFA?, shares how working with Vestwell transformed the firm’s retirement offering and enabled them to seamlessly convert six plans to the platform in just one year. ?? “It was pretty clear early on that Vestwell was best in class.” By leveraging Vestwell’s frictionless conversion process and user-first design, Interlake streamlined plan management, enhancing client outcomes and driving business growth. The firm is eager to strengthen its relationship with Vestwell and incorporate holistic financial wellness solutions like education savings and guaranteed lifetime income into its offering. Learn more about Interlake Capital’s “no looking back” conversion process with Vestwell in our latest financial advisor spotlight: https://lnkd.in/g9tAdiVV

Vestwell’s Founder and CEO, Aaron Schumm, recently sat down with Dan Rosen from Commerce Ventures for an episode of the Commerce Conversations Podcast. Tune in as Aaron and Dan explore key trends shaping the future of financial services, dive into Aaron's entrepreneurial journey, and discuss how Vestwell is revolutionizing workplace savings to make financial wellness more accessible for millions of Americans. ?? Listen to the episode now: https://lnkd.in/eD9MrRbV?