Game, set, save! 🎾 Vestwell is proud to support Alexei Popyrin, ranked World No. 24, and Jaqueline Cristian in their matches. It’s always a pleasure to be part of such amazing events happening right in our backyard in New York City. Congratulations to all the players on an exciting tournament, we are looking forward to next year!
Vestwell
Financial Services
New York, NY 12,634 followers
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.
About us
Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers more than 50,000 businesses, over a million savers, and $30 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.
- Website
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http://vestwell.com/
External link for Vestwell
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Financial Services, 401(k), 403(b), IRA rollovers, Retirement Planning, Financial Advisors, Defined Contribution Plan, student loans, and ESAs
Locations
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Primary
360 Madison Ave
New York, NY 10017, US
Employees at Vestwell
Updates
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Vestwell reposted this
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Vestwell’s Aaron Schumm, Founder and CEO, and Douglas Magnolia, Chief Customer Officer, recently sat down with Megan (Meg) Carpenter for an episode of the The Growth Leaders of Wealth Management podcast. They were joined by industry leaders and Vestwell board members Logan Allin and Lori Hardwick, who shared their insights on how Vestwell is shaping the future of workplace savings. Listen in to learn about Vestwell’s SaaS series D round (one of the largest in 2023), our journey to closing the nation’s $40 trillion savings gap, and the endless opportunities for growth ahead. 🎙 Take away key insights from Aaron, Douglas, Logan, and Lori in the latest episode of The Growth Leaders of Wealth Management podcast: https://lnkd.in/ep9ySfN9
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Happy National 401(k) Day! 🎉 401(k) plans have paved the way to retirement security for millions of employees across the U.S. In fact, employees are 15 times more likely to save for retirement if they can do so through their employer. This week also marks the 50th anniversary of the Employee Retirement Income Security Act (ERISA), a foundational piece of legislation that has profoundly shaped workplace financial security and the savings industry—including 401(k) plans. At Vestwell, we’re proud to be part of this legacy, empowering Americans to prepare for a secure retirement. The 401(k) has been instrumental in our mission to close the savings gap through equitable workplace savings tools, and today, we’re excited to celebrate its impact.
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Today, we are thrilled to announce a significant milestone in our journey—a strategic partnership with TIAA to launch a Guaranteed Retirement Income product on the Vestwell platform, expanding our suite of holistic workplace savings solutions. 🎊 According to the Alliance for Lifetime Income, 51% of savers between the ages of 45 and 75 feel they need more retirement savings to last their lifetime. Addressing financial security during retirement is essential in offering modern solutions to close the savings gap. Vestwell’s platform, with the addition of the new Guaranteed Retirement Income product, will help Americans plan and secure their financial future with confidence at all phases of their savings journey, including throughout their retirement. Learn more: https://lnkd.in/gixHZgxe
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Did you know that your business may be eligible for thousands of dollars in tax credits? If you're launching a retirement plan or making employer contributions, you may be able to take advantage of: ➡️ The Startup Credit: Up to $15,000 over 3 years ➡️ The Auto-Enrollment Credit: Up to $1,500 over 3 years ➡️ The Employer Contribution Tax Credit: Up to $1,000 for each eligible employee per year for 5 years For more information on these tax credits and if your business may be eligible, check out our recent blog: https://lnkd.in/gTGyXvYZ
An Employer’s Guide to Retirement Plan Tax Credits | Vestwell
vestwell.com
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“Aaron Schumm has successfully led the company to become an award-winning recordkeeping platform that is far more efficient than any traditional platform today. Vestwell has also gone beyond just 401(k)s, creating the only single platform architecture to power other tax-preferred savings vehicles in and out of the workplace, such as emergency savings, 529 Education Savings, student loan matching payments, and ABLE disability savings programs.” Vestwell was recently featured in F-Prime Capital’s recent article, where they shared Vestwell's story and how the company has expanded access to savings for more individuals across the country. As a leading workplace savings platform, we are pleased to partner with F-Prime Capital to continue innovating the savings industry. Learn more: https://lnkd.in/gT22syqT
Vestwell • F-Prime Capital
fprimecapital.com
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Introducing “This is My Dream Job” sweepstakes by our partners at 529 College Savings Plans. In celebration of #CollegeSavingsMonth this September, they are offering students an exciting opportunity to creatively show their dream jobs. Students can enter by creating artwork portraying their dream job with “529” somewhere in the piece. Nine winners will be randomly selected in October and will have $529 deposited into a new or existing 529 education savings account. These savings accounts provide students and their families with the tools and opportunities to build meaningful savings toward their future educational aspirations. 🎨 Submit your artwork and learn more about the contest here: https://lnkd.in/gMJA5mda
This is my Dream Job sweepstakes
https://www.collegesavings.org
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We’re thrilled to welcome 7 new members to our team today! 🎉 Happy to have you joining us Roosevelt Theodore, Kevin Romoser, Everett Tum, Michael Atme, Michael Cacciatore, Neonta Wilson, and Tiffany Lauer. #OneVestwell #WelcomeToTheTeam
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“[State savings programs] have been an incredible driving force behind the adoption of new workplace savings programs—both through the state and in the private plan market. Along with tailwinds from SECURE 2.0, we’ve seen unprecedented demand from businesses looking to implement a savings program for their employees,” said Vestwell’s Founder and CEO, Aaron Schumm. Alex Ortolani of PLANADVISER recently featured a conversation with Aaron on the impact of state savings programs and how they are playing a significant role in closing the nation’s savings gap. Learn more: https://lnkd.in/gfXuAMkV
State 401(k) Mandates May Cause ‘Crowd-In’ Effect, Boosting Private Plans | PLANADVISER
planadviser.com