Displaying 26 results
Ascensus hits $1B mark in state auto-IRAs
The number of programs across the country has been rising, expanding retirement account coverage to many workers.
Just Futures takes social justice to retirement plans
In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.
Financial wellness benefits a ‘must-have’ work perk: Vestwell
Poll of more than 1,200 workers highlights shifting savings habits, student debt woes, and overwhelming demand for advisors.
What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
Will employers pass the college planning test?
As federal student loan payments resume, parts of the SECURE 2.0 Act will soon make it easier to save for college or contribute to a 401(k).
Would you like your 401(k) with a side of emergency savings?
The Secure 2.0 Act will let employers add emergency accounts for workers next year, and fintechs are gearing up.
New Jersey chooses Vestwell to administer retirement savings program
Its plan, which will be rolled out in 2024, is the seventh state auto-IRA to partner with the digital record keeper.
Morgan Stanley sells student loan benefits provider to Vestwell
Gradifi, which sold to ETrade in 2019 for $30 million, will expand Vestwell beyond retirement savings.
Vestwell expands retirement offerings for small, midsize businesses
The company is adding to its support for groups of plans and rolling out new programs for multiple employer plans and pooled employer plans.
J.P. Morgan partners with Vestwell to expand 401(k) business
Vestwell will provide a new record-keeping solution and help power Everyday 401(k), Chase’s workplace savings program for small businesses.
Vestwell selected to administer California ABLE program
The digital record keeper is now administering ABLE programs for 20 states.
SECURE 2.0 gives fintechs opportunity to help advisors navigate tax season
eMoney Advisor and FP Alpha have tools to help advisors with Roth conversions.
Vestwell teaming up with Carson Group to expand retirement offering
Vestwell will provide a small business component for Carson Group’s Complete 401(k) offering that will allow advisors to better scale their small-and-midsize business retirement plan practices.
Fintech Bytes: Morgan Stanley at Work, Vestwell and Redtail updates
Additionally, BNY Mellon invests in a fixed-income fintech and Broadridge partners with IntraFi on securities-backed lending.
Vestwell targeting 401(k) TPAs with pair of new products
The record-keeping platform announced that it's releasing a third-party administrator partner product, Vestwell Flex, as well as a TPA portal.
Virginia announces auto-IRA program, Vestwell to administer
Virginians without access to a workplace retirement savings plan will now be able to save a portion of their pay in a professionally managed IRA.
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
Should RPAs seek to control their own DC record-keeping platforms?
Does it make sense for advisers to enter this space and compete? Sending those clients off platform and hoping to get them back when work separation occurs seems illogical.
Vestwell to buy BNY’s Sumday auto-IRA and 529 business
The deal would catapult Vestwell to serving as program manager for nearly $20 billion, with the acquisition adding about 800,000 participants and 17,000 small employers to its book of business.
Vestwell names Rob Molchon CTO
The digital record-keeping platform also promoted Ryan Anderson to chief product officer.
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