VESTWELL STATE SAVINGS

We bring together the complex suite of capabilities that enables seamless delivery for you and plan participants. Unique to the industry, our end-to-end solution is owned by Vestwell Holdings, Inc., and brings together Vestwell's proprietary technology and the capabilities of the world's largest financial institutions... We understand and adapt to the needs of states as they help individuals save for college, retirement and disability-related expenses. Sumday, a Vestwell company, helps states administer and grow their secure choice retirement savings plans, 529 college savings plans, 529A ABLE and other public-sponsored savings plans. It delivers an end-to-end solution for individual end-users, investment advisors, and plan sponsors... We are excited to announce the agreement to be acquired by Vestwell ( opens new window ). The acquisition will fuel the newly formed Vestwell State Savings program, and builds on Vestwell's mission to power all workplace savings programs.

Also known as: Vestwell State Savings, LLC

Primary location: New York United States