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Invested at Work: Off the Cuff With Aaron Schumm

Invested at Work: Off the Cuff With Aaron Schumm

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What is the one critical thing your employees care about deeply that you might be completely overlooking?This is Invested at Work: Off the Cuff. Unscripted and top-of-mind, where industry leaders share candid perspectives on the realities of scaling businesses, managing total compensation strategies and navigating the complexities of leadership.This week: Aaron Schumm, founder, CEO and chairman of Vestwell.To hear the full story of how Aaron is rebuilding workplace savings from the ground up, check out his full interview with host Rodney Bolden, available right now in your feed.For more conversations on the future of workplace financial benefits, make sure to follow or subscribe to Invested at Work. Share this episode with a colleague, and visit us at morganstanley.com/atwork to unlock the power of your organization's benefits.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 #sharemorganstanleyThis podcast episode is for informational/educational purposes only and is not investment, legal, or tax advice. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley. The guest speaker (Aaron Schumm/Vestwell) is an external guest; the views expressed are solely his own and do not represent Morgan Stanley’s views.Nothing in the episode should be construed as a recommendation or solicitation to buy/sell any security, adopt any investment strategy, or implement any particular plan design; listeners should consider their own circumstances and consult appropriate professionals.The discussion is general in nature and not intended to address any particular individual/entity’s circumstances.Morgan Stanley Smith Barney LLC and its affiliates and Financial Advisors/Private Wealth Advisors do not provide tax or legal advice; tax laws are complex and subject to change; consult a tax advisor/attorney.Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.This episode discusses legislation and regulatory initiatives—such as the “savers match,” child savings accounts/“Trump accounts,” “Trump IRA,” ERISA-related provisions, and the “in-plan vs. out-of-plan” emergency savings framework—those references are provided for general informational purposes only and are not intended as legal, tax, or compliance advice.Any discussion of laws, regulations, proposed rules, or government programs reflects general commentary and may not reflect the most current legal or regulatory developments.Laws and regulations are complex, may be amended, and may be subject to different interpretations by regulators, courts, plan fiduciaries, and other parties; guidance and enforcement priorities may also change over time.Accordingly, listeners should not rely on the episode as a substitute for professional advice, and should consult their own qualified legal counsel, tax advisor, ERISA counsel, or other appropriate professional regarding their specific circumstances and any plan design, eligibility, or implementation questions (including questions related to ERISA provisions, leave/eligibility rules, and emergency savings design ...
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