Vestwell

Deadline Alert: October 24, 2025 ⏰ Want to update your 401(k) plan to include a Safe Harbor provision? These plans are among the most popular for a reason: ✅ Streamlined plan management and compliance ✅ Improved employee retirement readiness ✅ Maximized savings for business owners 👉 Get in touch with our team today to make the switch ahead of the deadline: https://hubs.ly/Q03JWWZt0 #SafeHarbor #401k #RetirementPlans #WorkplaceSavings

Advisors across the country cast their votes, and the results are in! 🗳️ Vestwell has been recognized across nine categories in the 2025 National Association of Plan Advisors (NAPA) Choice Top Recordkeepers: 🏆 Regulatory Support 🏆 Staff Credentials 🏆 Multi-Lingual Capabilities 🏆 Calculators 🏆 Plan Sponsor Website 🏆 Advisor Support 🏆 Education Materials From compliance and credentials to tools and tech, advisors voted, and Vestwell’s platform ranked among the best. Thank you to the advisor community for this recognition, and for the trust, partnership, and collaboration that make it possible. Together, we’re building a stronger savings ecosystem and closing the gap for millions of Americans. Check out the full list here: https://hubs.ly/Q03JPVkS0 #NAPAAdvisorsChoiceAwards #RetirementPlans #WorkplaceSavings

The Vestwell team is heading to HR Tech 2025 in Las Vegas, where bold ideas and breakthrough solutions are shaping the future of work. ♠️ Find our team at Booth #2620 to see how Vestwell’s workplace savings platform is helping businesses and their employees thrive with modern, scalable, and streamlined benefits. We’re looking forward to connecting with innovators, HR leaders, and tech disruptors in the heart of the expo! Paul Martin Ava Carnevale Heaslet, AIF®, CPFA® Angel Hernandez #HRTech #WorkplaceBenefits #HRSolutions

Last week, ahead of the WealthManagement.com Industry Awards, the Vestwell team joined the Broker Dealer Roundtable in New York City to discuss the future of workplace savings. Two themes dominated the conversation: → The convergence of wealth and retirement in the workplace → The coming explosion of new plans, with 200,000+ expected in the next five years alone These changes highlight why it’s so important to have modern, easy-to-use solutions that support advisors, employers, and savers across the industry. Capture the key takeaways from the Roundtable here: https://hubs.ly/Q03J5-kM0 #Wealthies2025 #RetirementPlans #WorkplaceSavings #RetirementReadiness

The Vestwell team is headed to the Mile High City. ⛰️ As proud sponsors and members of the National Association of State Treasurers (NAST), we’re joining leaders from across the country to shape the future of savings. From 529 education accounts to disability and retirement savings programs, these conversations fuel the momentum behind government-led savings initiatives that expand access and impact. We’re looking forward to connecting with state treasurers, policymakers, and industry peers as NAST celebrates its 50th anniversary. Be sure to connect with Michael Parker and Courtney Eccles if you’re attending. #NAST2025 #WorkplaceSavings #PublicFinance

What’s next for 401(k) plans? In the latest edition of LinkedIn's Finance Files, Aaron Schumm, Vestwell’s Founder and CEO, notes that while the adoption of new investment options in 401(k) plans may begin slowly, younger generations are increasingly curious about expanding beyond traditional stocks and bonds. 📊 The question is: Should retirement plans open access to alternative investments like private equity, real estate, and even crypto? The opportunity is significant, but so are the challenges around transparency, costs, and investor education. 👉 Read the full story here: https://hubs.ly/Q03HPTLT0 #FinanceFiles #401kPlan #RetirementSavings #Investing

Early fall = evaluation season 🍂 Now is the time to take a closer look at your financial workplace benefits package to determine what’s working, what’s missing, and what needs to change. Why now? Evaluating your benefits in the early fall allows you to collect feedback, consider changes, and implement updates, all before January 1st. Learn why reevaluation matters, how to measure the impact of your current benefits, and what steps you can take to level up: https://hubs.ly/Q03HwFQx0 #FinancialWellness #WorkplaceBenefits #401kPlans #EmergencySavings #EducationSavings #StudentLoanRepayment #EmployeeBenefits #RetirementPlans

Happy 401(k) Day! 🎉 The 401(k) is the backbone of the modern savings economy. Today, we celebrate the positive impact retirement benefits have on both employees and the businesses that support them. A robust 401(k) doesn’t just prepare your team for the future; it helps your business attract, retain, and empower talent today. These plans are now more accessible and affordable than ever before, thanks to: 💻 Modern technology 🔗 Seamless payroll integrations 💲 $16,500+ in tax credits from the SECURE Act 2.0 ⚙️ Flexible plan designs that streamline setup and maintenance This 401(k) Day, we’ve released an exclusive new guide for our community. With this resource, explore step-by-step strategies for launching a modern 401(k) plan that helps your people and your business thrive. Don’t miss the chance to take action today. 👉 Download it here: https://hubs.ly/Q03H3vgQ0 #401kDay #RetirementPlans #WorkplaceSavings

✨ Exciting news: Vestwell was honored with the Retirement Plan Advisor Support Award at the 2025 WealthManagement.com Industry Awards. Now in its 11th year, the Wealthies celebrate the companies and individuals who bring new innovations to market and transform how financial advisors deliver value. This recognition highlights our commitment to empowering advisors to scale their practices and deliver meaningful savings outcomes. Today, Vestwell's platform powers more than 350,000 employers, 1.5 million savers, and $35 billion in assets. We’re the engine behind dozens of government savings programs: from IRAs, 529 education accounts, ABLE Disability Savings Accounts, and emergency savings, while having been named one of America’s fastest-growing private companies for four years in a row by Inc. Magazine, and one of CNBC's World's Top Fintech Company two years in a row. We’re proud to be recognized among the industry’s best—and even prouder to keep pushing forward in our mission to make saving more accessible for everyone. #WealthiesAwards #RetirementPlanAdvisorSupport Aaron Schumm Fred Barstein

Hospitality and food service employees power everyday life in America. 🍽️ Though nearly 16 million people work in this sector, it remains one of the most underserved industries in terms of access and participation in retirement savings programs. Nearly 30% of employees speak a language other than English at home, and when benefits aren’t offered in their preferred language, it can create significant barriers to trust and engagement. Offering a multilingual savings benefit can be a game-changer for hospitality and food service businesses. These perks can help teams feel more satisfied, supported, and equipped to save for the future. Designed for today’s workforce, Vestwell’s platform provides: 📲 Mobile, on-the-go access 🌐 A fully multilingual savings experience in 18 languages 🤝 Payroll integrations with 190+ partners See how language access can change savings outcomes. Read the full industry spotlight here: https://hubs.ly/Q03Gbt4-0 #Hospitality #FoodService #WorkplaceBenefits #FinancialWellness #RetirementSavings