Ep #2: Building the Digital Recordkeeping Platform of the Future with Vestwell's Aaron Schumm
Aaron Schumm is the founder and CEO of Vestwell, a digital recordkeeping platform that leverages modern technologies to bring a low-cost, easy to use retirement platform to the small-to-medium sized plan market. With over 15 years of experience in wealth management and advisory services, Aaron has a lot of knowledge to share on how to make ERISA Fiduciaries smarter.
Listen in as we discuss how technology is reshaping the recordkeeping industry by increasing flexibility and access to data, as well as limiting potential errors. You will learn the importance of cyber security, how to set up a safe environment for recordkeeping, and where Aaron believes the retirement industry is headed.
Listen in as we discuss how technology is reshaping the recordkeeping industry by increasing flexibility and access to data, as well as limiting potential errors. You will learn the importance of cyber security, how to set up a safe environment for recordkeeping, and where Aaron believes the retirement industry is headed.
