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Vestwell Teams with Carson Group to Launch Carson Complete 401(k)

Service Providers

Small business retirement provider Vestwell has announced a new partnership with the Carson Group that will allow advisors to seamlessly scale their small and midsize business (SMB) retirement plan practices.

According to the firm’s Jan. 10 announcement, Vestwell will provide an SMB component to Carson Group’s new Carson Complete 401(k) offering, which was created to address key “friction points” for advisors, allowing them to provide their small business clients with a world-class retirement plan experience. 

“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. “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.”

The offering includes extensive back-office and data integrations, a home office 3(38) solution, as well as many of Vestwell’s 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,” added 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 [2.0] Act, along with affordable fintech solutions driving down the costs for advisors, now is the time to take advantage of this market opportunity,” Schumm further emphasizes.