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Aaron Schumm
Paylocity Launches Paylocity Retirement, Integrating 401(k) Administration into Payroll and HR
Paylocity (NASDAQ: PCTY) has launched Paylocity Retirement, embedding Vestwell's retirement technology directly into its HCM platform. Employers can manage payroll, HR, and retirement plans in one system, while employees gain access to 401(k) and 403(b) tools via web and mobile. SCHAUMBURG, I
Jun 11, 2026
Aaron Schumm
New York Savings Infrastructure Platform Vestwell Raises $385M to Expand AI-Native Capabilities
Vestwell has raised $385 million in Series E funding, doubling its valuation since its 2023 Series D. The round was led by Blue Owl Capital and Sixth Street Growth, with participation from major institutional investors including Neuberger Berman, Morgan Stanley, Franklin Templeton, and TIAA Ventures
Feb 18, 2026
Aaron Schumm
Vestwell to Acquire Accrue 401k, Becoming the Platform for Nearly 30,000 Guideline Plans
Vestwell announced an agreement to acquire Accrue 401k, the entity formed to support the nearly 30,000 Guideline retirement plans excluded from Gusto’s acquisition of Guideline. Once finalized, approximately 350,000 savers across small and mid-sized businesses will transition to Vestwell’s payro
Dec 9, 2025
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