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Vestwell, Wealth Management, US


Vestwell Works with Dimensional Fund Advisors

Published:

Sep 25, 2018


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Posted In:

Vestwell, Wealth Management, US

Published:

Sep 25, 2018


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Vestwell, a digital retirement platform, today announced the addition of a new retirement income tool from Dimensional Fund Advisors (Dimensional), a global investment firm. Dimensional's My Retirement Income Calculator is now fully integrated into Vestwell's advisor and participant portals, giving advisors unique insight into how their clients are saving and enabling them to better support participants' retirement income readiness.

The calculator, available to Vestwell advisors who utilize Dimensional funds, is designed to enhance their retirement offerings by allowing them to bring a more customized approach to employee retirement programs. The calculator gives advisors a clear line of sight into how much in-retirement income their clients might be able to afford. The income projections offered by the My Retirement Income Calculator also consider asset allocation shifts over time to help improve the reliability of those estimates.

"Vestwell was built to help advisors better service their clients, and Dimensional's calculator perfectly supports that mission," said Aaron Schumm, Founder and CEO of Vestwell. "Thanks to the integration of the My Retirement Income Calculator, Vestwell advisors can better assess the impact of their clients' savings and investment decisions, allowing them to collaborate with clients to better maximize the chances of achieving desired retirement goals."

"We're excited to be working with Vestwell to offer the full functionality of our My Retirement Income Calculator, and thrilled that together we can help enhance the way advisors engage with their clients on retirement income," said Dave Butler, Co-CEO and Head of Global Financial Advisor Services at Dimensional.

Vestwell was built to help advisors better service their clients, and Dimensional's calculator perfectly supports that mission,

Aaron Schumm, Founder and CEO of Vestwell

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