The head of the digital 401(k) provider talks about the firm’s dual strategy of arming the private sector—financial advisers—and the public sector—state governments—with workplace retirement plans.
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The PLANADVISER Interview: Aaron Schumm, Vestwell Founder and CEO
"A workplace savings plan, employers get. It makes sense. I think a lot of people know a 401(k). Thankfully—even though it took decades to get there—most people know that. But then they also think, 'Ooph. That’s a headache. It’s going to be a headache to implement.'"
