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Recordkeeper Profile
New York City, New York
vestwell.com
Founded in 2016
Contact Information
Christian Romano
401-829-8126
christian.romano@vestwell.com
Vestwell
Retirement Made Easy
Vestwell is a digital platform that makes it easier to offer and administer retirement plans. Through advanced tools and technology, we've brought all the necessary 401(k) and 401(b) services under one roof to target common friction points typically felt throughout the plan lifecycle. This means advisors can effectively scale their businesses, while offering clients streamlined administration, flexible investment options, fiduciary oversight, and transparent pricing.
Basic Info
Our Team
Years of experience administering retirement plans:
Number of employees dedicated to DC market:
Total employer sponsored retirement plan assets under administration:
Regarding
401k
administration:
401k Total Plans
401k Total Assets
401k Participants
Regarding
403b
administration:
403b Total Plans
403b Total Assets
403b Participants
Regarding
457b
administration:
457b Total Plans
457b Total Assets
457b Participants
Financial Rating:
Our Team
Aaron Schumm
Founder/CEO
Philanthorpy
Important Links
Vestwell Home Page
Vestwell Advisor Playbook
Vestwell Flex Pricing Page
Vestwell Flex Advisor Brochure
Vestwell Advisor Brochure
Payroll Integrations
Vestwell Sales Map
Product Demos
Meet Vestwell