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#15 - 401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell

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Content provided by Gordon Asset Management, LLC, Gordon Asset Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gordon Asset Management, LLC, Gordon Asset Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping.
With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, please visit vestwell.com.

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43 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on April 12, 2024 18:55 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 280050520 series 2792741
Content provided by Gordon Asset Management, LLC, Gordon Asset Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gordon Asset Management, LLC, Gordon Asset Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping.
With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, please visit vestwell.com.

  continue reading

43 episodes

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