Joseph Pena's Contact Details

Joseph Pena's Company Details

Vestwell

New York, NY, US • 100 - 249 Employees
SaaS

Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). We remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through our easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology. Mission:Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone's best interest, including financial advisors, companies and employees. About Vestwell Holdings, Inc.:Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell.