The Digital 401k Transformation with Aaron Schumm

Today we’re joined by Aaron Schumm, the founder and CEO of Vestwell. Aaron takes us into a place we’ve never been—the employer retirement plan arena. He gives us insights into the laws governing the space, the rate of transformation taking place for digital 401ks, and the city in the United States with secretly great tacos.

Listen below to the full episode of Taco Tech on digital 401ks featuring Aaron Schumm right now.

About Vestwell

Learn more about Vestwell, courtesy of Vestwell.com.

Vestwell is a cloud-based modern recordkeeping platform providing the underlying infrastructure to power workplace savings programs, leading with the 401(k), at scale. Built by industry experts and an army of technologists and developers, Vestwell helps people more easily offer, administer, and access workplace investing programs. We do that by partnering with financial institutions – think wirehouses, RIAs, asset managers, insurance providers, and the like – TPAs, payroll providers, and even fellow recordkeepers, to give them the benefits of running their own modern-day recordkeeper without the investment of building and managing one.

For those who were loss-leaders when it came to recordkeeping, we are now giving them the ability to profitably scale while also enabling them to engage more closely with the end user. We’re configurable, unbundled, and open-architecture, built to ensure everyone can deliver the solution that’s right for them. You might not have heard of us, nor should you have, as we’re typically the white labeled engine inside. Our partners are in the driver’s seat and we’re just making sure the ride goes smoothly.

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