Vestwell

Vestwell offers 403(b) plans for nonprofits and schools, with flexible plan design, 3(16) fiduciary support, and an advisor dashboard.

Vestwell offers a built-in, no-cost emergency savings account (ESA) described as helping cut retirement plan leakage.

Serve more clients at scale with pooled retirement plans—PEPs, MEPs, and GOPs that simplify compliance, lower client costs, and share fiduciary oversight.

Help employees pay down student loans faster with employer contributions up to $5,250 tax-free—plus student loan retirement match and refinancing tools.

401(k) basics explained: how contributions, employer matches, IRS limits, rollovers, and withdrawals work—plus the Roth vs. traditional difference.

The page describes personalized, real-time guidance for advisors amid a $124T wealth transfer.

Vestwell is a fintech company offering careers with hybrid work and benefits; its team works to close the savings gap.

The page compares bundled, TPA-unbundled, and pooled retirement plan solutions for clients.

The page compares Vestwell's Starter(k), Workplace, Plus, and Solo(k) retirement plan options by pricing, features, and eligibility.

The page names Vestwell's leadership team, board, and investors, including founder and CEO Aaron Schumm.

Meet Vestwell, the company building the backbone of the modern savings economy—powering retirement, education, and emergency savings for 2.55M+ savers.

Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers.

Vestwell's privacy policies cover how personal information is collected, used, and shared for plan participants, savers, and state program enrollees.

Vestwell, which provides infrastructure for employers to power workplace savings programs, raises $125 million in a funding round it describes as “preempted.” Lightspeed Venture Partners leads the round, joined by existing backers Fin Capital, Primary Venture Partners and FinTech Collective, as well as new investor Blue Owl.

Dec 2023 · TechCrunchNews article