Vestwell

Join us in welcoming our newest Vestwellers, Jeffrey Lehman, Associate, Retirement Plan Administration, and Harshitha Pasupuleti, Sr. Software Engineer. 👋 We are thrilled to have you on board! 

Join DJ Tobin from Vestwell and Steve Puckett of Fiduciary Pension Partners next Tuesday for a Virtual Coffee Talk: Are You Ready for RetireReady NJ? ☕ RetireReady NJ is a state-facilitated auto-IRA savings program created to help bridge the gap in retirement savings for workers in the state of New Jersey. The program requires businesses with 25+ employees without a qualified employer-sponsored retirement plan to register for the program. Attendees of this virtual coffee talk will learn:   - Key details about RetireReady NJ   - How it compares to alternative retirement plans   - Upcoming deadlines and employer responsibilities   🗓️ When: Tuesday, October 29, 2024 | 8:30 am ET As a bonus, attendees will receive a $10 Dunkin' gift card. Register now: https://lnkd.in/eKb5uVUY

Thank you to the ASPPA community for joining us at the Annual Conference in Orlando this week. From our engaging happy hour with industry leaders to the great turnout at Vestwell’s booth, our team enjoyed connecting with the community to advance financial wellness through the workplace.  See you next year! Murray Glass, QPFC, Carlina Miles, Kevin Gaston, CPC, QPA, QKC, QKA, TGPC, Cassie Friedman, Stephanie Smith, Danielle Lorrigan, Sarah Somers, Kristin Wedekin, Wendy Wu, Christopher Eisser, Jennifer Cooke American Society of Pension Professionals and Actuaries #ASPPAAnnualConference

🗓️ October is National Disability Employment Awareness Month, which recognizes and promotes inclusion in the workplace. Yet, often missing from the conversation for those with disabilities is financial inclusion through their employment. ABLE (Achieving a Better Life Experience) accounts are a powerful tool to help empower individuals with disabilities to save for their future. 💡 In 2017, the ABLE to Work provision was passed, allowing employees with disabilities to expand their contribution amounts if they are not already participating in a workplace retirement plan. Through this provision, the ABLE program is helping to make workplaces more inclusive. Learn more here ➡️ https://lnkd.in/g8XFiMm7 #NationalDisabilityEmploymentAwarenessMonth

More than 40% of workers in Missouri lack access to an employer-sponsored retirement plan. The Missouri Workplace Retirement Savings Plan was created to help businesses in the state provide their employees with the opportunity to save for a secure financial future. Once it launches, businesses in Missouri with less than 50 employees can choose to participate in the program and offer a retirement benefit to their employees. To learn more about Missouri’s new savings initiative, check out our recent blog ➡️ https://lnkd.in/gz9dVzDW #MissouriWorkplaceRetirementSavingsPlan

Vestwell’s Founder and CEO, Aaron Schumm, has been recognized by Goldman Sachs as one of the most exceptional entrepreneurs of 2024 at their Builders and Innovators Summit. 🏆 This prestigious award highlights founders and CEOs of high-growth companies, with many previous honorees going on to lead multi-billion dollar companies, both in the private and public markets. "I am proud to lead a team of innovators at Vestwell working to fulfill our mission of closing the savings gap and helping to ensure that all communities, including low-income and families living with disabilities, have a pathway to financial security. Thank you, Goldman Sachs, for your partnership and for raising awareness of expanding financial opportunities for those previously underserved,” said Vestwell’s Founder and CEO, Aaron Schumm. Learn more here: https://lnkd.in/ggtMNxDz #GSInnovators

In honor of #NationalTPADay, we celebrate the work of third-party administrators (TPAs). 🎉 TPAs are vital to the success of over half of the country’s workplace retirement savings programs. Next week, Vestwell is sponsoring the ASPPA Annual Conference in Orlando, FL, which brings awareness to the TPA market. We look forward to exploring new opportunities to deliver innovative, holistic savings solutions to more businesses across the country through our TPA partnerships. Stop by booth # 100 to connect with Vestwellers Murray Glass, QPFC, Carlina Miles, and Kevin Gaston, CPC, QPA, QKC, QKA, TGPC. 👋 American Society of Pension Professionals and Actuaries #ASPPAAnnualConference

This Thursday, Vestwell’s VP of Workplace Wellness Sales, George Lambert, is speaking at the Boston Fintech Week Innovation Forum from 1:30 - 2:15 PM. In this panel, George, Edward Gottfried of Betterment at Work, Kimberly Monty Holzel of Goodwin, and moderator Timothy Flacke of Commonwealth will discuss how new innovations are making savings solutions for low-to-moderate-income workers more accessible. Learn more and register here: https://lnkd.in/dCp3dV-f #BostonFintechWeek

ABLE (Achieving a Better Life Experience) accounts help empower individuals with disabilities by providing the opportunity to build savings without affecting eligibility for public benefits. Join us this week for the "Managing ABLE Accounts: For Organizations and Entities” webinar, hosted by our partners at ABLEtodayorg and the ABLE Savings Plan Network (ASPN). Vestwell’s Daniel Nzouankeu will be a panelist, sharing valuable insights on how organizations can streamline the management of ABLE accounts for the individuals they support. 🗓️ When: Wednesday, October 16, 2024 | 2:00 pm ET 🎙️ Panelists:  Daniel Nzouankeu, Principal, Relationship Manager, Vestwell  Bette Ann Mobley, Director State of Maryland ABLE Program RSVP now:  https://lnkd.in/gWi7TDhT

Welcome to the Vestwell team Jeremy Pierre, Anderson Mejia, Winston Tavarez, and Matthew Shamberger! We are thrilled to have you all joining us. 🎉