Vestwell

This #GivingTuesday, we’re highlighting how individuals can give the gift of education and opportunity through 529 College Savings Plans. 🎁 Vestwell’s Vice President, David Bell, shares how this form of gifting can help loved ones achieve their future goals in the latest 529 College Savings Plans article. Contributions to a 529 account can grow over time, allowing the beneficiary to use the funds for the qualified educational expenses that best support their future. 📚 Learn more about gifting to 529 plans: https://hubs.ly/Q02-8mvm0 #529Gifting

Welcome to the team, Yaritza Rocha, Lewis DeAngelis, Samantha Yorke, Jackson Weissman, Aadam Ali, and Sydney Morris! We are so excited to have you all joining us. 🎉 #OneVestwell #WelcomeToTheTeam

Today, we extend our heartfelt gratitude to our entire community for being a valued part of our journey. To our partners, clients, and savers, thank you for your trust and support. From all of us at Vestwell, wishing you a joyful and memorable Thanksgiving! 🦃

In celebration of Thanksgiving, the Vestwell team gathered for a FEAST meal to share the unique experiences that each Vestweller brings to the table while donating healthy meals and nourishment to those in need. 🍽️ Organized by Vestwell’s Employee Wellbeing Committee, this event was a wonderful opportunity to connect as a team, while giving back to our community during the holiday season. During the event, Vestwell matched employee donations to Encore Community Services, which provides meal delivery to home-bound older adults in NYC who are nutritionally at risk. Thanks to all who joined us! #OneVestwell #VestwellGives

Congratulations to our partners at STABLE Account for surpassing $500 million in assets under administration! 🎊 The STABLE Account program, powered by Vestwell, empowers individuals with disabilities to build a secure future and greater financial independence. This milestone is a testament to the impact this program has had on creating pathways for inclusion and financial growth. Learn more about the STABLE Account program: https://hubs.ly/Q02ZpMlD0 #STABLE Ohio Treasurer of State

We are thrilled to see Rhode Island join forces with our Connecticut partners, MyCTSavings, to expand retirement savings to more private-sector workers across their states. Through this partnership, Rhode Island will launch a new auto-IRA program, RISavers, powered by Vestwell. The program will provide more than 170,000 Rhode Islanders with the opportunity to save for retirement. Learn more about RISavers and how multi-state partnerships like these are expanding access to retirement savings: https://hubs.ly/Q02Z9nCD0 Douglas Magnolia

Yesterday, Vestwell’s Founder and CEO, Aaron Schumm, presented at Duke University to commemorate the university’s centennial celebration. Aaron joined fellow Duke alumni to reflect on the school’s incredible legacy of entrepreneurship and share his own journey and the impact Vestwell has made in closing the nation’s savings gap. Jamie N Jones, Melissa Bernstein Alana Beard #DukeCentennial

Are you prepared for New York’s upcoming retirement plan program? A new requirement is on the way for businesses in the Empire State. 🗽 More than half of New York State’s private-sector employees lack access to a workplace retirement plan. To address this gap, upcoming legislation will soon require New York businesses to offer a qualified, employer-sponsored retirement plan or automatically enroll employees in the New York State Secure Choice Savings Program. Stay informed on the program’s development and understand how this requirement will impact your business ➡️ https://lnkd.in/gy_QKJYd #NewYorkStateSecureChoice

Financial advisors—now is the perfect time to partner with a recordkeeper who can help you grow your business and better serve your clients. Hear directly from the advisors who have worked with Vestwell to scale their practices. 💬 From custom savings solutions to top-tier support, see why our partners and clients trust us to deliver. Discover more success stories from Vestwell’s advisors: https://lnkd.in/gBKiD2V8 Zach Stein, Carbon Collective; Jason M. Booth, TaxStudio; Michael Paris, Paris International

In honor of Duke University’s centennial, Vestwell’s Founder and CEO, Aaron Schumm, was invited to speak at his alma mater this week. As a leading entrepreneur in the country, he will celebrate the university's legacy and share the Vestwell story. Aaron will be joined by fellow Duke alumni and entrepreneurs Melissa Bernstein of Lifelines, LLC, and Alana Beard of 318 Foundation, Inc. 🎤 Entrepreneurship at Duke: Our Past, Present, and Future 🗓️ Wednesday, November 13, 2024 | 6:00 pm ET Register now: https://lnkd.in/gNj6khf6  Tune in to the presentation on Wednesday virtually: https://lnkd.in/gXzENFy4 #DukeCentennial