Jon Mark
COO at Vestwell, the digital workplace savings platform serving 25,000 small businesses. Focused on closing the U.S. savings gap through 401(k), 403(b), state auto-IRA, 529, and student debt paydown programs.
Between Two COOs episodes featuring Jon Mark
About Jon Mark
Jon Mark is COO at Vestwell, a digital platform for workplace savings and investment programs. Vestwell serves around 25,000 small businesses and is the largest provider of state-sponsored retirement programs, the auto-IRA mandates that require employers without a retirement plan to offer a payroll-deducted IRA.
His operating remit covers product distribution, payroll integrations, and the administrative backbone behind 401(k), 403(b), 529 education savings, and the student debt paydown product Vestwell acquired from Morgan Stanley with Gradifi. His focus is the smaller end of the market, where retirement plan administration has historically meant printing forms and faxing them.
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