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#15 - 401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell
Manage episode 280050520 series 2792741
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.
44 odcinków
Manage episode 280050520 series 2792741
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.
44 odcinków
Wszystkie odcinki
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1 #41 - Market Brief - November 20, 2023 w/ Glenn Moore 4:04
1 #40 - Protecting Your Company from Costly Retirement Plan Lawsuits w/ Todd Zempel 8:02
1 #39 - T. Rowe Price Capital Appreciation Revisited w/ Ira Carnahan 32:22
1 #38 - March 2023 Market Review & Outlook with Centre Funds' James Abate 34:28
1 #37 - Energy Update with Brad Olsen, Portfolio Manager for Recurrent Advisors 47:16
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1 #34 - Macro Musings with Glenn & Z (05.06.22) 37:38
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