Kevin Gaston, Head of Strategic Retirement Consulting at Vestwell, spoke with Finch's Head of Partnerships Runae Lee at the 2025 NAPA 401(k) Summit about what's on the horizon for the retirement industry, from personalized plans to the role of AI.
Watch the video to learn about Kevin's approach to:
- Navigating the rapidly changing regulatory and legislative environment
- Balancing custom plan solutions with the influx of new sponsors in the wake of SECURE 2.0
- The disruptive potential of AI to deliver efficiency gains and deep insights
- Making retirement plans more accessible to all and encouraging active participation