Vestwell

Every employee has unique financial goals. Their workplace benefits should meet them where they are. Vestwell's VP and Head of Strategic Retirement Consulting, Kevin Gaston, CPC, QPA, QKC, QKA, TGPC, recently sat down with Franklin Templeton's Jacquelyn K. Reardon, RMA®, for a session at HR Brew's live event. Their fireside chat explored new Vestwell and Franklin Templeton research on what employees actually want from their benefits, and where many employers may still be missing the mark. Read the full recap from the session with Kevin and Jacquelyn: https://lnkd.in/e4rSd3KG #HRBrewIRL #EmployeeBenefits #FinancialWellness #401k #HR #WorkplaceBenefits

Open enrollment is the time of year when your employees revisit health coverage, dental insurance, and everything else on their benefits checklist. 💼 Retirement should be on that list, too. If you don't offer a plan, it may already be top of mind for your employees this time of year. In fact, 90% say a retirement plan is essential. And if you already offer one, open enrollment is a good time to ask whether it’s as easy to manage and use as it should be. With Vestwell, starting or switching a retirement plan is easy. For a limited time, eligible employers get three months fee-free when they start a plan or switch to Vestwell by November 15. Get started today: https://lnkd.in/eHfxrxDH #OpenEnrollment #WorkplaceBenefits #RetirementSavings #EmployeeBenefits

Open enrollment season is here. 🗓️ For employers, it's the time of year when your employees are paying closest attention to what's in their benefits package…and what's missing. Recent Vestwell research shows that 90% of workers say a 401(k) is essential. If yours isn't in place yet, now is the moment to change that. Read this month's edition of Vest'ed for everything you need to make open enrollment count, plus new research on why financial confidence remains low even at higher income levels, and what employees actually want from their benefits right now. ⬇️ #VestedForEmployers #VestwellForTheFuture

Expanding access to savings means rethinking the infrastructure behind it. 🚀 A decade ago, Vestwell's Founder and CEO, Aaron Schumm, had a vision to modernize the retirement industry by connecting employers, financial institutions, payroll providers, advisors, and governments through modern technology. Today, Vestwell has grown beyond retirement into a broader savings platform that helps people save for retirement, education, health, disability expenses, and more. Thank you to TIAA Ventures for your continued partnership and for spotlighting Aaron’s leadership. Here's to making savings accessible for everyone. #WorkplaceSavings #Retirement #FounderSpotlight #OneVestwell

Did you miss Vestwell at HR Brew's live event? ☕ Earlier this month, our very own Head of Strategic Retirement Consulting, Kevin Gaston, CPC, QPA, QKC, QKA, TGPC, sat down with Franklin Templeton's Jacquelyn K. Reardon, RMA®, for a live session at HR Brew's live event, "The Total Rewards Equation." The session unpacked new research on the gaps between employee expectations and employer benefits, exploring what workers are actually asking for and how employers can meet that demand. If you missed the event, the on-demand session is now available with all of the takeaways from Kevin and Jacquelyn: https://lnkd.in/gZ_veHGc #HRBrewIRL #EmployeeBenefits #FinancialWellness #401k #HR #WorkplaceBenefits

This month, as we rang in our 10-year anniversary, we caught up with our Founder & CEO, Aaron Schumm, on a walk around the Vestwell HQ for 10 rapid-fire questions. 🎥 From Aaron’s go-to coffee order to the best advice he's ever gotten and what's in store for the next 10 years, he answered it all. Watch the video below. ⬇️ #Vestwell10 #WorkplaceSavings #VestwellForTheFuture #OneVestwell

Employees increasingly see a retirement plan as non-negotiable. Giving employees what they expect shouldn’t be complicated. Technology has made so much of everyday life simpler, from booking a flight to splitting a bill or ordering a ride. With Vestwell, retirement plans can be just as easy. For a limited time, eligible employers get three months fee-free when they start a plan or switch to Vestwell. Get started: https://lnkd.in/eHfxrxDH #VestwellForTheFuture #RetirementIsNext

Our Founder and CEO, Aaron Schumm, recently sat down with Pulse 2.0 to talk about building Vestwell, where we're headed next, and some of our recent milestones, including: 🚀 Closing a $385M Series E earlier this year, doubling our previous valuation in 2023, and bringing total capital raised to $660M 🤝 Acquiring Accrue 401k, adding nearly 30,000 businesses and nearly 350,000 savers to our platform 🌱 Launching the National ABLE Savings Initiative, expanding access for the roughly 6 million Americans with qualifying medical conditions newly eligible to save without risking essential benefits Aaron explained how we're just getting started: "We have some of the most exciting product releases about to happen that I've been wanting to build since we started the company a decade ago." Read the full interview here: https://lnkd.in/eMVMUSPa #Fintech #RetirementSavings #EmployeeBenefits #WorkplaceSavings #SavingsGap

Vestwell is partnering with M Financial Group to bring our retirement plan infrastructure to advisors across the M Financial Group Member Firm network. 🤝 This partnership gives M Financial's advisors access to Vestwell's modern savings platform, so they can scale their retirement plan practices without adding complexity for their business owner clients. As demand grows for retirement solutions that reduce risk and administrative burden, this partnership positions M Financial's advisors to meet that moment with the right technology behind them. Learn more about the partnership here: https://lnkd.in/euUpNcDW #RetirementPlanning #FinancialAdvisors #Fintech #WorkplaceSavings