How Do We Build What People Need Today: Top Ideas from Vestwell’s Aaron Schumm
We first met Aaron Schumm in the rooms where nerdy people talk about the future of retirement savings, and how it might be made better, faster. As a private sector expert he is, of course, anything but nerdy. Aaron is the founder and CEO of Vestwell, a “modern engine powering savings and investment programs for small businesses and individual savers”. So what do they think of Auto IRAs? We had to know.
Retirement Security Matters: January 27, 2022
• Angela Montez: Can we get more for less with CITs? Maybe
• State stats
• States in action - California, Colorado, Connecticut, New Mexico, Virginia, Hawaii, Mississippi, Missouri, Pennsylvania, and Rhode Island
• Retirement-linked emergency savings – does it work?
• Pix of the Week!
Let’s get more for less: a fresh look at CITs
Angela currently serves as a Special Counsel at Eversheds Sutherland (US) LLP, where she focuses her practice on retirement and investment policy and products, including ERISA and related federal tax and securities law issues and collective investment trust matters.