Vestwell
@Vestwell
Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country.
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https://www.vestwell.com 12-03-2016 19:54:52
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Vestwell was proud to be Diamond Sponsor at this year’s @NAPA401k Summit in Music City! 🎸 Thank you to our partners and the entire NAPA community for making this such a successful event. See you next year!
#NAPA2024 #NAPA401kSummit #TheAdvisorExperience
In honor of #WomensHistoryMonth , last week, we hosted a webinar titled “The Power of Women.” To catch the key takeaways—from leading with empathy and authenticity to leveraging SECURE 2.0 to benefit women around you—check out our latest blog.
vestwell.com/blog/the-power…
Vestwell is proud to be a Diamond Sponsor of the upcoming NAPA - National Association of Plan Advisors Summit! If you’ll be attending, be sure to stop by booth #307 and say hello to our team! 👋
#NAPA2024 #NAPA401kSummit #TheAdvisorExperience
Thank you, WealthManagement.com, for featuring us in your latest article and bringing attention to the gender savings gap. Following our “Power of Women” webinar, we continue to engage in conversations around the challenges women face in building savings.
wealthmanagement.com/retirement-pla…
Welcome to the Vestwell team Emily Gandhi, Rudy Grodzen, Carson Whiteman, Marisa Adams, Shannon Hayes, Kathryn Baldwin, Ria Gilliam, Jordan Propst, Dana Shelters, Seneca Kimble, and Tara Calton! 🙌 We’re so excited to have you on board.
#OneVestwell #WelcomeToTheTeam
Vestwell’s Aaron Schumm will be speaking this Wednesday at Gies Business. Aaron will share his insights from over 20 years as a successful entrepreneur, including leading Vestwell and rapidly reshaping a 40+-year-old industry.
forms.illinois.edu/sec/398047890
We’re thrilled to announce our partnership with Alera Group! Together, we’re excited to build a comprehensive solution for bringing large-plan services to businesses of all sizes.
Learn more: 401kspecialistmag.com/corporate-roun…
Attendees of the NAPA - National Association of Plan Advisors Summit—be sure to stop by the advisor breakfast session on April 9 at 8 AM CT led by Vestwell’s Kevin Gaston. Learn how advisors can communicate their unique value proposition in response to SECURE Act 2.0. 🍳🥓