When Aaron Schumm showed me the software he had built to enable financial advisors to more easily onboard their clients’ employees and enroll them in great 401(k) plans, I knew I had to be a part of it. Vestwell is one of the solutions employed by my firm’s corporate retirement plan division, headed up by veteran Dan McConlogue. Aaron is pioneering in a space where the process has historically been a huge, cum...
Via http://thereformedbroker.com/2018/05/23/the-biggest-mistakes-business-owners-make-with-401k-plans/
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AuthorHi I am Evelina Bryant , I am 32 years old from Big Bear Lake, CA. I am woring as a financial analyst with local financial services company. ArchivesNo Archives Categories |