Managed Accounts are climbing to the forefront of planning for plan sponsors and plan fiduciaries.
In a recent version of www.WealthManagement.com’s RPA Conversations, Fred Barstein interviews Aaron Schumm CEO and Founder of Vestwell. Mr. Barstein asks pertinent questions of Mr. Schumm relative to the use of managed accounts, the use of participant data, and how that data is actually protected.
Vestwell provides a platform for all workplace savers and investors, within the 401(k) space. Vestwell platforms can serve the needs of most Americans within their 401(k) plan. Click here to learn more from the interview on how plan sponsors can benefit from using the services of a firm such as Vestwell.
Since 401(k) plans consist of many first time savers, there can be a large percentage of participants who utilize managed account technology within the 401(k) space.
