Vestwell

Vestwell’s Principal Relationship Manager, Daniel Nzouankeu, recently attended the Los Angeles Abilities Expo in partnership with CalABLE. Together with the CalABLE team, Daniel engaged with individuals, families, and community resource groups, educating them about ABLE (Achieving a Better Life Experience) Accounts—their benefits, the enrollment process, and their role as a tool for financial empowerment. Vestwell is the program manager powering California’s ABLE program—one of the largest ABLE programs in the country—and we are proud to empower individuals with disabilities by providing accessible savings solutions that promote financial independence and inclusion. #LosAngelesAbilitiesExpo #AchievingaBetterLifeExperience #CalABLE #DisabilitySavings

Vestwell’s Founder and CEO, Aaron Schumm, recently sat down for an episode of the Money Life Podcast with Chuck Jaffe to discuss how we’re tackling some of the biggest challenges in savings today. ?? They covered: → The nation’s savings gap, and how Vestwell is making financial wellness more accessible for more people. → How new platforms are empowering people to save—not just for retirement, but for education, healthcare, emergencies, and beyond. → The critical role employers play in making savings more accessible through the workplace. ?? Tune in to hear Aaron’s takeaways: https://hubs.ly/Q03c5ph20 #MoneyLife #MoneyLifePodcast #SavingsGap

Businesses looking to add a new retirement plan, such as a 401(k) or 403(b), will need to include auto-enrollment. This feature automatically enrolls eligible employees into the company retirement plan unless they opt out. ?? Here’s why it matters: ?? Higher Employee Engagement: On average, retirement plans with automatic enrollment see participation rates over 90%, as compared to 28% for those without this feature. ?? Boost Savings: Auto-enrollment helps employees save more for their future by making participation the default choice. ??Savings Rates Grow Each Year: Retirement plans with auto-enrollment automatically increase the savings rate each year by a set percentage. Employees can adjust this if needed, making long-term savings easy. Explore Vestwell’s Auto-Enrollment Guide to see how it can benefit your business’s retirement plan and help employees save effortlessly: https://hubs.ly/Q03bLWzH0 #AutomaticEnrollment #SECURE2 #401k

Vestwell’s Founder and CEO, Aaron Schumm, has been named one of the Top 25 Tech CEOs of New York for 2025 by Key Executives. ?? This recognition celebrates leaders who are leveraging technology to drive innovation and impact. Under Aaron’s leadership, Vestwell is redefining the savings landscape—expanding access to financial wellness and savings programs to help more Americans secure their financial future. https://hubs.ly/Q03bv39W0 #FinTech #WorkplaceSavings #Innovation #KeyExecutives2025

The Vestwell team is headed to Washington, D.C. for the National Association of State Treasurers Legislative Conference. ??? As a leading partner powering state savings programs, we will engage with state officials to advance public benefit programs such as ABLE Disability Savings, 529 Education Savings, and Auto-IRA Retirement Savings. These programs have become essential in helping individuals and their loved ones build a secure financial future, and we look forward to expanding access to these programs. #NASTLegislativeConference #NationalAssociationOfStateTreasurers #StateSavings David Bell Courtney Eccles Michael Parker Matt Golden Daniel Nzouankeu

Women retire with 30% less savings than men. Research from our partners at TIAA highlights a persistent gap in financial security that impacts millions of women.* This International Women’s Day, we’re exploring how businesses can help close this gap through modern, accessible workplace savings programs. ?? Truly Bookkeeping founded by Kelli Bagby, sought a retirement plan provider that aligned with its values of empowerment and inclusivity for women in business. With a thoughtfully designed 401(k) plan, Kelli is making it easier for her employees to save for the future—helping to break down barriers to financial security. ?? “I intentionally surround myself with people who are supportive of me as a female entrepreneur. I choose to be in environments where I feel supported, and I'm able to support others too,” said Kelli. By expanding access to savings opportunities, businesses can play a vital role in driving financial equity for women. Read more about Truly Bookkeeping’s journey and the impact of workplace savings: https://hubs.ly/Q039W1dq0 #InternationalWomensDay #FinancialEmpowerment #ClosingTheSavingsGap #WomenInBusiness *https://hubs.ly/Q039W83s0

Vestwell is proud to be a Diamond Sponsor of the 2025 NAPA 401(k) Summit. ?? This annual event is the retirement industry's premier gathering, hosted by the National Association of Plan Advisors. We look forward to connecting with all of our advisor partners this year and shaping the future of workplace savings—together. Connect with our team in Las Vegas at booth #311 ?? https://lnkd.in/exwPxK5S #NAPA2025 #NAPADiamondSponsor

Forbes Names Vestwell One of America’s Best Startup Employers ?? At Vestwell, we’re on a mission to close the savings gap, ensuring more individuals have access to a secure financial future. This award from Forbes is a reflection of the incredible team that makes it all possible. Each year, the Best Startup Employers list evaluates companies based on employer reputation, employee satisfaction, and company growth—analyzing over 7 million data points from 20,000+ companies to select the top 500. We’re honored to be recognized once again as a leading workplace, reinforcing our commitment to building a culture where innovation, collaboration, and impact thrive. https://lnkd.in/dGSX3ahr #OneVestwell #BestStartupEmployers2025 #ForbesBestStartupEmployers

As a proud Platinum sponsor of the upcoming College Savings Foundation 2025 Annual Conference, we’re spotlighting the impact of 529 Education Savings Accounts in helping individuals and their families secure a stronger financial future. 529 plans offer: ?? Tax-advantaged growth ?? Flexible use for education-related expenses ?? The opportunity for anyone to contribute to the plan As education costs continue to rise, these savings vehicles are more important than ever in making education accessible. Learn more about their benefits: https://hubs.ly/Q038L_vp0 For those attending the Annual Conference next week in Berkley, CA, be sure to connect with Vestwell’s David Bell and Michael Parker. #529Plans #EducationSavings #CollegeSavings

Congratulations to our partners at Colorado SecureSavings Program on this milestone. ?? With this retirement savings program, Colorado is taking significant strides toward closing the savings gap for its residents. ?? "This milestone is a powerful testament to the importance of making workplace savings easy and accessible. The significant growth underscores the demand for these essential savings vehicles, and we’re proud to partner with Colorado to help individuals across the state build a more secure financial future,” said Vestwell’s Founder and CEO, Aaron Schumm. Learn more about Colorado SecureSavings: https://lnkd.in/ghDjT5H6