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Vestwell Eyes 'Multi-Billion-Dollar' Future After Landing $70M


Vestwell Eyes Multi-Billion-Dollar Future After Landing $70M Investment
Aaron Schumm s Vestwell is growing quickly, fueling Morgan Stanley s workplace ambitions and landing Connecticut s state auto-IRA.
Recordkeeping-as-a-service firm Vestwell landed a $70 million Series C funding round that has founder and CEO Aaron Schumm describing “a very clear line of sight to be a multi-billion-dollar business in the very near future.” The investment round was co-led by Wells Fargo Strategic Capital and Fin Venture Capital, according to an announcement, with additional investments from sources including Goldman Sachs and Morgan Stanley as well as the venture arms of insurances firms that include Nationwide Ventures, Allianz Life Ventures and Northwestern Mutual. ....

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OregonSaves Retirement Program Welcomes Homecare Workers and Personal Care Attendants


OregonSaves Retirement Program Welcomes Homecare Workers and Personal Care Attendants
Improved access to retirement savings for a new community of Oregon workers
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SALEM, Ore., April 16, 2021 /PRNewswire/  The Oregon Retirement Savings Board and State Treasurer Tobias Read today announced that OregonSaves is now available for SEIU-represented Homecare Workers. Homecare Workers and Personal Care Attendants provide home-based help and services to adults experiencing physical disabilities.
OregonSaves began with a pilot program in July 2017 and is expanding statewide in waves. The program now facilitates saving by than 105,000 workers most of them first-time savers and combined they have set aside more than $100 million toward retirement. ....

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OregonSaves Retirement Program Welcomes Homecare Workers and Personal Care Attendants

Oregonians Reach $100 Million in Retirement Savings through OregonSaves


Oregonians Reach $100 Million in Retirement Savings through OregonSaves
First-time savers continue to join the simple, first-in-the-nation program
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SALEM, Ore., April 8, 2021 /PRNewswire/  OregonSaves, which helps Oregon s private sector workers save for retirement when their employer doesn t offer an option at work, is celebrating a major milestone: $100 million saved as of April 2.
Participants in OregonSaves reached $100 million in assets saved in just under four years. When OregonSaves launched in 2017, it was the first state-based retirement savings program in the country. The program s popularity shows that having a convenient, accessible way to save for retirement helps people choose to build better futures for themselves and their families. ....

United States , Tobias Read , Oregon Treasury Savings Network , Oregon College Savings Plan , State Treasurer Tobias , Oregon State Treasury , ஒன்றுபட்டது மாநிலங்களில் , டோபியாஸ் ரெட் , ஓரிகந் கருவூலம் சேமிப்பு வலைப்பின்னல் , ஓரிகந் கல்லூரி சேமிப்பு திட்டம் , நிலை பொருளாளர் டோபியாஸ் , ஓரிகந் நிலை கருவூலம் ,

Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts


Press release content from PR Newswire. The AP news staff was not involved in its creation.
Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts
March 11, 2021 GMT
Oregon College Savings Plan Logo (PRNewsfoto/Oregon College Savings Plan)
SALEM, Ore., March 11, 2021 /PRNewswire/ The Oregon College Savings Plan today announced the rollout of a new tax form that will streamline the process of saving for post-secondary education and job training for tax filers in Oregon.
With the Department of Revenue’s OR-529 form, taxpayers can now elect to open an Oregon College Savings Plan account or deposit personal income tax refunds into preexisting Oregon College Savings Plan or MFS 529 Savings Plan accounts while filing their 2020 state tax returns. ....

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