Taking the pain points out of 401(k) plans

Josh here – on today’s Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren’t paying enough attention to. That’s how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly managed.

401(k)’s have long been the province of brokerage firms and insurance companies, but RIAs who want to service these plans and build new ones from scratch now have a new weapon in the arsenal thanks to Schumm’s company, Vestwell.

I joined the advisory board of Vestwell after seeing a demo of the technology. You can check out it out for yourself here:

http://vestwell.com/

If you’re in need of a second opinion about your company’s 401(k) plan or you haven’t started one yet, talk to us here

Be sure to subscribe to our channel so you never miss an update

Follow us on Twitter

Follow us on Facebook

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Taking the pain points out of 401(k) plans – Financial Solutions commented on Feb 15

    […] Josh here – on today’s Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren’t paying enough attention to. That’s how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly managed. 401(k)’s have long been the province of brokerage firms and insurance compa… Source: https://thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  2. liquid spice commented on Sep 14

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  3. thenaturalpenguin.com commented on Sep 15

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  4. Eat Verts commented on Sep 21

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  5. Energy Rates commented on Oct 02

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  6. Pinball Machines for Sale commented on Oct 14

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  7. cc shop online commented on Oct 31

    … [Trackback]

    […] Here you can find 19398 additional Info to that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  8. Harold Jahn Utah commented on Nov 27

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  9. DevOps consulting services commented on Dec 01

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  10. 안전놀이터 commented on Dec 24

    … [Trackback]

    […] Here you will find 58355 more Information on that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  11. cbd for anxiety commented on Jan 02

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]

  12. wigs commented on Jan 19

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/ […]