Vestwell
Richard Tatum is currently serving as the President of Workplace Savings at Vestwell since December 2020. Prior to this, Richard held the position of Divisional Vice President — FuturePlan at Ascensus from January 2019 to December 2020. With over two decades of experience in the industry, Richard was also the President & CEO at Avintus for 20 years. Richard graduated from Lipscomb University in 2000 with a Bachelor of Science in Finance/Economics and Business Management.
This person is not in any offices
Vestwell
4 followers
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their 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.