Alera Group Unveils PEP Enhancements With the Standard
The retirement adviser is leaning into the small-plan market and startup plan creation.
Source: plansponsor.com
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Survey finds U.S. employees increasingly interested in retirement, savings programs
The vast majority (89 per cent) of U.S. employees say they’d be more likely to continue working for an employer that offered a retirement plan, according to a new survey by Vestwell Holdings Inc. The survey, which polled more than 1,200 workers, found a similar percentage (89 per cent) expressed some level of interest in […]
Source: benefitscanada.com
The Future Of Investing: Fintech 50 2024
These six fintechs are serving everyone from high net worth investors to ordinary workers who need help consolidating their old 401(k)s.
Source: forbes.com
What Vestwell's CEO Told World Leaders at Davos
It’s not every day that a retirement industry executive is asked to speak at the World Economic Forum.
Source: thinkadvisor.com
Vestwell Raises $125M in Series D Funding
FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time!
Source: finsmes.com