ForUsAll recent press

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I’ve been really busy recently, so haven’t been posting much recently. (I did manage to make my vegetarian mexican casserole again this weekend though!)

The good news is that ForUsAll is experiencing some great momentum, and with it, some great press. Here are some of the press pieces that I’m particularly proud of:

ForUsAll in Techcrunch: This technology publication covered ForUsAll’s achievement of an important milestone – $100 million in assets under management. Quoting from the article, “The company has managed to attract a customer base among small and medium-sized businesses precisely because it offers lower cost advisory services with higher engagement rates for employees, according to chief executive and founder, Shin Inoue.”

PlanSponsor: Small- and Midsize-Plan Issues: A plan sponsor finds new provider options. I’m pretty proud of this one, as it is an interview with a non-profit ForUsAll client, Baltimore Curriculum Project. This client talks to PlanSponsor about their decision to work with ForUsAll:

Besides the participant improvements, Scott is pleased because ForUsAll handles enrollment and payroll deductions, as well as Form 5500 reporting. “Previously, I had to enter everything in payroll by hand. Now, after an employee’s one-year eligibility period is up, I get an email that [he] is participating and that the deferral will be deducted from his pay. ForUsAll runs payroll reports and automatically debits deferrals,” she says.

InvestmentNews: Young retirement robo ForUsAll scoring high employee participation rates. InvestmentNews reporter mentions how ForUsAll has reached $100 million in assets under management, and then mentions some of the reasons for our recent growth.

ForUsAll, a budding retirement robo-adviser launched by three former Financial Engines employees, is having more success convincing plan participants to save for their futures than the industry as a whole…

In addition to convincing participants to save for their own retirements, the San Francisco-based firm appears to be presenting an effective argument to attract clients, as it grew assets on its platform to $100 million from $5 million at the start of 2016.

As a reminder, I run marketing for ForUsAll. We are a technology enabled small and mid-sized retirement plan advisor. This means that we help SMBs improve their 401(k) plans by bringing them a suite of technology and our founders’ experience managing billions of 401(k) assets for Fortune 500 companies. This market is highly fragmented, with a number of 401(k) providers duking it out for market share. We help business owners and HR leaders find the right retirement provider, fund lineup, lower fees, and add on a technology stack that helps reduce their administrative workload and fiduciary responsibilities.

Podcast interview with Kruze Consulting

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Late in 2016, Scott Orn interviewed me for his company’s podcast. Scott’s company is Kruze Consulting, a startup accounting and finance firm. He has a great podcast, Founders and Friends, that interviews startup executives, venture capitalists, startup advisors, etc. I highly recommend it!

Some of the things we talked about are how ForUsAll tries to make 401(k)s as easy as possible, while also being affordable. We went into some of the fiduciary risks that business owners take on when they offer a 401(k) plan, how fees get ‘hidden’ in various ways by traditional providers, and how software can help make administering a 401(k) so much easier.

Listen to the Scott Orn / Healy Jones discussion!