Vestwell

Netchex Launches 401k Solution to Make it Easy to Offer Retirement Benefits | HR Dive Human Resources and Workforce Management News

MarylandSaves is here to support small businesses across Maryland. We recognize the hard work that goes into running your business, which is why we're here to give your employees the benefit of retirement savings at no extra cost to you! Learn more at https://www.marylandsaves.com/

MarylandSaves helps you help your employees save for retirement! If you are a business owner, be sure to register TODAY and check out the registration checklist at the link in our bio to make sure your employees are all set to start saving!

Vestwell Joins Forces with Carson Group to Launch Carson Complete 401(k) | Vestwell Vestwell is a digital recordkeeping platform redefining the way workplace savings plans are powered for the benefit of advisors, employers, and employees.

Meet Ben Fifield, RevOps Associate, here at Vestwell. 👋 During his time at Vestwell, Ben has optimized and automated processes that have enabled greater velocity, volume, and value within our sales pipeline. 🚀

What else you should know about Ben:
🕹️ In his free time, he enjoys playing tabletop games, such as Cyberpunk 2020 and Dungeons and Dragons.
📚 He is an avid fan of the book series, The Hitchhikers Guide to the Galaxy. In fact, his dog is named Trillian!
✅ His go-to productivity trick? Use the 5W model: Asking who, what, where, why and when before starting a project is a great way to establish scope and context.

Want to learn more about becoming a Vestweller? Check out our careers page for the latest openings: https://bit.ly/32XAV2M

We’re thrilled to announce major upgrades to our proprietary recordkeeping platform designed for the small plan market. 🚀

Vestwell’s leading technology platform now provides users with five times greater efficiency than legacy platforms, transforming the experience for advisors, employers, and savers.

Dive into our press release to learn more: https://www.vestwell.com/blog/vestwell-rolls-out-recordkeeping-platform-enhancements-leapfrogging-legacy-players

Congratulations to our partner, Maryland ABLE, on 5 years of helping Marylanders with disabilities and their families save and invest for the future. 🙌

Their savings program, powered by Vestwell, has made it possible for over 5,000 people with disabilities to save and invest to help improve financial security and the quality of their life. Find out more about at

Maryland ABLE More independence, greater financial security and a better quality of life – that’s the future Maryland ABLE wants to help build. Maryland ABLE accounts are a new way to help individuals with disabilities save money and pay for qualified disability-related expenses without jeopardizing state or ...

Meet Linda Lee, Product Manager at Vestwell. 👋 In her day-to-day, Linda works cross-functionally with our teams and external partners to build the solutions and resources necessary for client and saver success. 🚀

What else you should know about Linda:
📍 She is a Bostonian!
🎵 In her free time, she loves to go to live music events.
✅ Her go-to productivity trick? Set an agenda and objectives prior to running meetings.

Want to learn more about becoming a Vestweller? Check out our careers page for the latest openings: https://bit.ly/32XAV2M

It’s ! With the holiday season now upon us, there’s no better time to shop small and support the 30+ million SMBs across the country.

What small business are you supporting this weekend? Drop it in the comments!

This Thanksgiving, we’re taking time to reflect on how thankful we are for the work we do here at Vestwell, the millions of small businesses and savers we help power, and the people we do it with. Happy Thanksgiving! 💙

Yesterday, our partner MarylandSaves hosted an event at Atwater's, one of the program’s pilot businesses. Our teams came together with members of the Board, elected officials, and several participants from the pilot program to celebrate all those involved in the development and successful launch of the retirement savings program. Congratulations all!

“Vestwell has reshaped the industry by providing a tech-forward experience in a space that has historically been neglected and plagued with far too much paper.”- Vestwell’s SVP, Business Operations & Strategy, Jonathan Mark

See how our integration with DocuSign provides us with a solid foundation for our sales optimization solutions as we continue to rapidly scale and work to close the savings gap across the country:

Vestwell Ramps Up Automation and Boosts Revenue by Investing in DocuSign CLM Learn how Vestwell’s streamlined contract processes helped the firm scale its client base and achieve record growth.

Meet Dan Horne, VP of Platform Service & Operations at Vestwell. 👋 In his day-to-day, Dan leads our core service operations and is constantly looking for new ways to better serve our clients and savers on their savings journey.

What else you should know about Dan:
🏈 He is a huge Philadelphia Eagles fan.
💙 In his free time, he enjoys spending his time with his daughter and two sons.
🔊 He geeks out on acoustics, the science behind sound, and home theater setups, and has even built a home theater designed for optimal acoustics!

Want to learn more about becoming a Vestweller? Check out our careers page for the latest openings: https://bit.ly/32XAV2M

When it comes to retirement plans, one size does not fit all businesses.

Read all about the different types of employer-sponsored programs and each of their unique benefits in our blog:

Small Business 401(k) Guide: Which Type of Retirement Plan Is Right for You? | Vestwell Find a list of the tax-advantaged savings plans that can help your business recruit and retain top talent.

Happy Halloween from our team and our furry coworkers here at Vestwell! Wishing everyone a safe and spooky day ahead. 🎃

WTFintech? is bringing to San Francisco on November 10, and we’re excited to see our Head of Enterprise Sales Michelle Tran as a featured speaker, alongside other phenomenal women in the industry. 🤩

Expect to hear stories around Michelle’s personal experiences in navigating fintech, careers, and more. Register for the event here ➡️ https://www.eventbrite.com/e/fintech-is-femme-san-francisco-tickets-433049461597

Fintech Is Femme, San Francisco Nicole Casperson of WTFintech? is bringing Fintech Is Femme to the West Coast on Thursday, November 10 at the Nasdaq Entrepreneurial Center!

We are beyond honored to receive this year’s Money Management Institute/Barron's Industry Award for Digital Innovation for our Advisor Managed Accounts feature. 🙌

Launched in partnership with Franklin Templeton, our Advisor Managed Accounts feature provides advisors with an innovative tool that allows for a personalized retirement planning experience for their clients.

Check out the full list here ➡️ https://lnkd.in/eFhqQ_B2

“At Vestwell, we’re trying to have a hand in democratizing access to savings programs for all Americans. We’re actively going after plans that companies in another time might not have been interested in. To me, that is innovative because you’re opening a new market, but it’s also great because you’re giving people access to savings they normally wouldn’t have.”

Meet our Director of Plan Design, Kevin Gaston! Dive into his learnings from past roles, his passion for improving the retirement plan space, and more. ⬇️

Triathlons, Retirement, & More: Meet Kevin Gaston, Vestwell's Director of Plan Design | Vestwell Vestwell is a digital recordkeeping platform redefining the way workplace savings plans are powered for the benefit of advisors, employers, and employees.

Meet Daniel Aronov, Director of Product at Vestwell. 👋 In his five impactful years at Vestwell, he has helped build our best-in-class team, and scaled product experiences and infrastructure that put the user front and center. 🚀

What else you should know about DA:
♟️ He is Vestwell’s resident chess whiz (although he claims we give him too much credit).
📈 Prior to becoming to a product manager, he worked mainly in development and data analysis, which has helped him tremendously in bridging the gap between engineers and business stakeholders.
🎙️ In his free time, he enjoys listening to podcasts.

Want to learn more about becoming a Vestweller? Check out our careers page for the latest openings: https://bit.ly/32XAV2M

Meet Larissa Dirks-Bingham, Internal Sales Associate here at Vestwell. 👋 In her day-to-day, Larissa partners with financial advisors and helps set up workplace savings programs that suit the needs of their small business clients and their employees.

What else you should know about Larissa:
🏖️ In her free time, she likes to take walks on the beach with her Aussiedoodle, Rotor.
🌎 One of her passions is traveling the world.
💡 Her go-to productivity trick? Think about the outcome that you want to achieve, and act as if it has already happened!

Want to learn more about becoming a Vestweller? Check out our careers page for the latest openings: https://bit.ly/32XAV2M

We're excited to be named a finalist for the 2022 Money Management Institute/Barron's Industry Awards in the Digital Innovation category. 🙌

We’re honored to have our Advisor Managed Accounts feature, created in partnership with Franklin Templeton, recognized as a leading solution that supports advisors in offering a personalized retirement planning experience for small businesses and their employers.

Congratulations to all the finalists and firms that were nominated! Read the full list below. ⬇️

2022 MMI/Barron’s Industry Awards – Finalists Announced MMI is pleased to announce the finalists for the 2022 MMI/Barron’s Industry Awards which recognize innovation and leadership in the investment advisory solutions industry. Our congratulations to the finalists and all the firms that were nominated! VIEW FINALISTS

A 529 College Saving Plan is a highly-effective tool available to families who want to help the next generation pursue their dream education. These plans are simple, straightforward, and can be set up quickly and within the comfort of your own home.

In celebration of , our Nasdaq article covers how 529 plans work and the advantages that these plans offer. Read more below. ⬇️

Saving for College: Is a 529 College Saving Plan Right for You? Can you handle the cost of college?

Meet Jennifer Shieh, VP of Product on our Vestwell State Savings team. 👋 In her day-to-day, Jennifer ensures savings programs powered by Vestwell are set up for success and helps deliver product solutions for savers across the country. 🚀

What else you should know about Jennifer:
🗽 She’s a born and bred New Yorker.
💡 Her go-to productivity trick? Prioritize your to-do list.
📺 She’s currently binging Netflix stand-up comedy specials, including those of Cristela Alonzo, Taylor Tomlinson, and Tom Papa.

Want to learn more about becoming a Vestweller? Check out our careers page for the latest openings: https://bit.ly/32XAV2M

We’re thrilled to announce two new product launches today for third-party administrators: a TPA partner program, Vestwell Flex, and a new modern TPA portal.

“Vestwell recently piloted two new TPA programs to meet the unparalleled demands of administrators and retirement plan advisors. Administrators, frustrated with operational inefficiencies that prevented growth, needed a modern solution. We also saw demand from retirement plan advisors to use Vestwell as a fully unbundled platform, which led us to launch Vestwell Flex,” said Richard Tatum, President of Retirement Services at Vestwell.

Vestwell Launches Two Products For 401(k) Third Party Administrators | Vestwell Vestwell is a digital recordkeeping platform redefining the way workplace savings plans are powered for the benefit of advisors, employers, and employees.

We are beyond thrilled to win the WealthManagement.com 2022 Industry Award in the 401(k) Technology category! We are honored to be recognized for our Advisor Managed Accounts feature, created in partnership with Franklin Templeton. 🙌

This recognition is a testament to the work of our team who are dedicated to making savings programs accessible for all. Thank you Wealth Management for this honor and congratulations to all winners. 👏

Wealth Management.com Names Vestwell Winner in the 401(k) Technology Category at 2022 Industry Awards | Vestwell Vestwell is a digital recordkeeping platform redefining the way workplace savings plans are powered for the benefit of advisors, employers, and employees.

Vestwell is turning 6! On this special day, we want to thank our incredible team as well as our clients and partners who trust us to power their savings programs every day. Thank you. 💙

It's National 401(k) Day! 🥳

Dedicated to promoting retirement readiness, this day marks a great time to check in on your nest egg. Whether you’re confident in your 401(k) or you still have some questions, we got you covered. Check out our article covering the top 401(k) FAQs here: https://www.vestwell.com/blog/401k-basics-a-starter-guide-to-understanding-your-retirement-plan

401(k) Basics: A Starter Guide to Understanding Your Retirement Plan | Vestwell Understanding your 401(k) plan can understandably be confusing at times. Here's a quick Q&A of the most common inquiries we get from participants. Learn more!

In honor of National College Savings Month, we are pleased to highlight 529s College Savings Programs with our partners in the Oregon State Treasury on Nasdaq TradeTalks.

Our President of Vestwell State Savings Doug Magnolia joined Oregon Treasury Savings Network’s Executive Director Michael Parker in conversation to discuss the value and importance of 529 plans in helping individuals save for education.

Tune in below. ⬇️

#529Plans and Closing the Savings Gap in America. #CollegeSavingsMonth Vestwell State Savings President Douglas Magnolia & Oregon Treasury Savings Network Executive Director Michael Parker join Jill Malandrino on Nasdaq ...