You're taking a 50-plus-year-old industry and flipping it on its head and saying, ‘We're going to redo this from the ground up.’ Aaron Schumm, founder, CEO and chairman of Vestwell, is shaking things up when it comes to modernizing workplace savings solutions. As inflation concerns rise and workforce demands shift, traditional benefits packages are no longer enough. In this episode, Aaron joins host Rodney Bolden to share how fintech innovation is allowing companies to build flexible, automated benefits frameworks that can help relieve employee financial stress, improve retention and scale seamlessly with organizational growth. 00:00 Introduction to Aaron Schumm 01:40 Fixing a broken system 03:33 Engaging employees in savings solutions 05:54 Rising inflation and the power of auto-enrollment 09:18 Next best dollar solution 10:32 What small business owners can do 13:47 Impact on employees’ lives 16:30 Future of workplace savings 18:16 Modernizing ERISA law At Vestwell, Aaron leads a fintech unicorn currently anchoring customizable benefits for over half a million businesses and two million individual savers. Having previously scaled the wealth management technology platform FolioDynamix, Aaron transitioned to the workplace benefits sector after recognizing systemic inefficiencies in how employee savings plans were administered. Visit Vestwell.com to learn more about workplace savings vehicles. Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce, and our associate producer is Ive Jones. Our production partner is Sequel Media Inc. #investedatworkpodcast #employeebenefits #workplacebenefits

 345