Partnership enables Carson Group advisors to scale their small and midsize business 401(k) and 403(b) plan practices

New York, New York – January 10, 2023  –  Today, Vestwell, a leading small business retirement provider and individual savings platform, announced a new partnership with Carson Group. Vestwell will provide a SMB component to Carson Group’s new Carson Complete 401(k) offering, a program that will allow advisors to seamlessly scale their small and midsize business retirement plan practices.

“We are thrilled to launch Carson Complete 401(k) and partner with a leader in the advisor-sold small plan market,” said Jamie Hopkins, managing partner of wealth solutions for Carson Group. “We are committed to enhancing our industry-leading advisory offerings and provide advisors with the best solutions in the market to help ensure they’re set up for success.”

“We believe Carson Complete 401(k) will be a key addition to our retirement offerings,” Hopkins added. “Like our retirement specialists’ program, this partnership provides advisors with the tools they need to rapidly grow their retirement plan practices, while delivering a state-of-the-art experience to clients. Ultimately, it is about providing the best advice to plan sponsors and their participants.”

Carson Complete 401(k) was created to address key friction points for advisors, allowing them to provide their small business clients with a world-class retirement plan experience. The Carson Complete 401(k) offering includes extensive back-office and data integrations and a home office 3(38) solution. The program also includes many of Vestwell’s robust features such as payroll integrations, 3(16) services and streamlined onboarding and enrollment.

“We are honored to be selected as the provider for the Carson Complete 401(k) offering and partnering with such a well-respected advisory firm,” said Aaron Schumm CEO and founder of Vestwell. “We designed the Vestwell platform to solve the major pain points advisors face, from the inside out. The Carson Complete program provides advisors with a true partner on the provider side, enabling them to grow their retirement plan practices in a scalable, efficient manner.”

The partnership will provide advisors with the ability to effectively harness the momentum of the rapidly scaling small plan 401(k) market.

“With significant tax credit expansion offered to small businesses through the SECURE Act, along with affordable fintech solutions driving down the costs for advisors, now is the time to take advantage of this market opportunity,” added Schumm.

About Vestwell

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. We’re helping to close the savings gap by offering a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers nearly 25,000 small businesses, over a million savers, and $27 billion in assets in all 50 states. To learn more visit vestwell.com.

About Carson Group

Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. All three organizations share a common mission to be the most trusted for financial advice.

Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.

Media Contact:

Nicole Wood

nicole.wood@vestwell.com