We are thrilled to be welcoming five new members to the team today! 👋 Excited to have you on board Jacobi Poesch, Paul Martin, Brandon Leech, Kathya Vazquez, and Adam Stroz. #OneVestwell #WelcomeToTheTeam
Vestwell
Financial Services
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
-
http://vestwell.com/
External link for Vestwell
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York
- 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
-
Primary
1410 Broadway
23rd Floor
New York, 10018, US
Employees at Vestwell
Updates
-
Last month, we had the privilege of hosting Danielle Prescod, author of “Token Black Girl: A Memoir,” in our office for a Juneteenth celebration. Led by Vestwell’s Black Empowerment Network (B.E.N.), Prescod shared her story and led a meaningful discussion with our team that focused on education, empowerment, and culture within the Black community. Thanks for joining us, Danielle! #OneVestwell
-
Vestwell has teamed up with Maine to bring retirement savings to more private-sector workers across the state. The auto-IRA program, called MERIT - Maine Retirement Investment Trust, has been up and running since January of this year. The program currently requires Maine businesses with 5 or more employees to register for MERIT unless they already offer a qualified, employer-sponsored retirement plan to their employees. For everything you need to know about Maine’s program, check out our recent blog: https://lnkd.in/g2CHYa5M
-
-
Happy National Intern Day to Alexis Semidey-Martinez, Katelyn Cornett, Madison Coll, Thaddeus King, Alan Xian, Julia Kunzelmann, Olafade Omole, Dan Sunchu, Roosevelt Theodore, Han Gao, Lauren Chun, and Sadae S.! With the largest-ever cohort, it has been a pleasure working with our Vestwell interns this summer. We look forward to seeing the impact they have on Vestwell, the savings industry, and beyond. #OneVestwell #NationalInternDay
-
-
How much you should contribute to your 401(k)? Saving for retirement can help you build a meaningful nest egg for your later years, and starting early and taking advantage of employer matching can make a big difference down the road. “Employers will often match a certain percentage of your retirement plan contributions, so make sure you’re contributing enough to at least get the maximum they will contribute,” said Vestwell’s President of Workplace Savings, Richard Tatum. Whether you're just beginning your savings journey or looking to catch up, remember the key is to get started and stay consistent. Learn more about average 401(k) balances, how much to contribute, catching up, and more in MarketWatch’s recent article: https://lnkd.in/gsZD2APB
-
Financial advisors—join us for our exclusive safe harbor 401(k) webinar this week! 💻 Get actionable strategies that you can take back to your clients, whether they’re interested in starting a new safe harbor plan or converting an existing one. Kevin Gaston, CPC, QPA, QKC, QKA, TGPC will be sharing the key benefits of safe harbor plans, including: ✅ Simplified administration ✅ Tax savings ✅ Accelerated savings ✅ Recruiting and retention capabilities Plus, we’ll dive into the details about compliance testing, employer matching contributions, maximum annual deferrals, and more. Not to mention, this session is eligible for NAPA CE credit. When: Wednesday, July 24th | 12 pm ET RSVP: https://lnkd.in/gEA4rBSM
-
-
🗓️ Advisors: Join us for a webinar with practical tips and strategies for safe harbor 401(k) plans! Kevin Gaston, CPC, QPA, QKC, QKA, TGPC, Vestwell’s Director of Plan Design, will discuss the key benefits of safe harbor plans, including simplified administration, tax savings, accelerated savings, and attracting and retaining top talent. He will also dive into the details about compliance testing, employer matching contributions, maximum annual deferrals, and more. You’ll leave the session with actionable strategies that you can take back to your clients, whether they’re interested in starting a new plan or converting an existing one. Plus, this session is eligible for NAPA CE credit. When: Wednesday, July 24th | 12 pm ET RSVP: https://lnkd.in/gEA4rBSM
-
-
According to the 2024 Vestwell Savings Industry Report, 76% of employees feel stressed about their financial situation. As a result, many are seeking comprehensive financial benefits from their employer. From Emergency Savings Accounts (ESAs) to Health Savings Accounts (HSAs), employees seek ways to save at work beyond their retirement plan. In a competitive job market, offering a comprehensive benefits package can help businesses attract and retain talented employees. Learn more about the top savings programs requested by employees in our latest blog: https://lnkd.in/g8XFiMm7
Vestwell Savings Report: Expanding the Scope of Workplace Wellness Benefits | Vestwell
vestwell.com
-
Thanks for joining us this week at Vestwell’s National Sales Meeting, Bonnie Treichel! As Founder and Chief Solutions Officer of Endeavor Retirement, Bonnie sat down with Vestwell’s VP of Sales, Christian Romano, to discuss the many exciting opportunities for financial professionals in workplace savings. Through new legislation like SECURE 2.0, emerging tax credits, and efficient partnerships, advisors can expand their client base and offerings. Advisors, catch Christian’s top tips for scaling your practice in the market ⬇️
Helping retirement plan advisors save time, manage risk, and secure business through the installation of governance frameworks | 401k | 403b | ERISA
Are you an advisor thinking about the small plan market and all of the opportunities that await? (hint: think SECURE tax credits, new legislation continues to be introduced, the push from the state plans, and beyond!) But at the same time are you thinking there is no way this is going to be a good use of your time? You will definitely want to hear from Christian Romano of Vestwell at their National Sales Conference in NYC! He shares 3 quick tips on how you can capitalize on this market segment in a competitive way. And, you can hear about what sport I will be crushing tonight! ⛳ Eli Landow Richard Tatum Joshua Forstater John Farmakis, Jr. Endeavor Retirement Endeavor Law Jana Cooper Molly Treichel Chris Simmers
-
Welcome to the team, new Vestwellers! 👋 We’re so excited to have you on board Diane Ruiz, Josh Halperin, Rhonda Brier, Pete Naquin, Kimberly Damore, Lauren Lason, and Evelyn S. #OneVestwell #WelcomeToTheTeam
-