Aaron Schumm
401(k) Specialist Podcast
English - August 19, 2022 15:00 - 9 minutes - 6.47 MBInvesting Business 401k retirement planning retirement advising wealth advising 401kspecalist podcast john sullivan brian anderson ria Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping
We pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a hard follow-up. True to form, he deftly fielded both.
The digital 401(k) recordkeeper is on a tear of late, raising money from major players, and is now named to INC. magazine’s list of the fastest growing U.S. companies. We discuss needed disruption in the recordkeeping space, a pivot to college savings, and what’s next for the industry and company.