Josh Forstater

FinTech obsessed & focused on helping advisors provide great retirement plan advice in the fiduciary era. Views are my own. @Vestwell

[Josh Forstater @jforstater]

With 100M+ dependent on their 401k for #retirement, #FinTech attack on DC plan space is welcome. https://t.co/NNdiAp0o7V

[Josh Forstater @jforstater]

@austin_rief @HubSpot @tryramp @GustoHQ @doolaHQ @oceans_xyz @beehiiv @QuickBooks @storyarb @cartainc @meow @Vestwell for 401k

[Josh Forstater @jforstater]

@thesamparr Try Mamaroneck or Larchmont. Beach town feel right outside the City!

[Josh Forstater @jforstater]

Excited to launch a set of new partnerships to help businesses expand #401k & #403b benefits! 🎉 🚀 https://t.co/eeAcBOJFIX

[Josh Forstater @jforstater]

https://t.co/3w2RpevkrU

[Josh Forstater @jforstater]

https://t.co/MXzuQ62oVG

[Josh Forstater @jforstater]

@anothercohen @Compound What about using a CRT?

[Josh Forstater @jforstater]

There’s something about moving to the suburbs with two kids that makes classic rock sound better. @classicdad

[Josh Forstater @jforstater]

Exciting to see @Fidelity help their clients embrace #crypto #bitcoin as a mainstream asset class. https://t.co/T916t0cCfT

[Josh Forstater @jforstater]

@jdcarlson401k Wawa hoagies

[Josh Forstater @jforstater]

Having been on the receiving end of a >$30K surprise bill that we spent over a year fighting, I’m hopefully folks won’t have to go through this in the future. It’s nuts it’s taken so long to pass this! @NYTimes https://t.co/i61gcbj0Cz

[Josh Forstater @jforstater]

I love this story about @toasttab’s contrarian bet on Android to use the technology to build a true PoS and #FinTech ecosystem for restaurants. Fortune favors the bold! https://t.co/4rMbV8f8Jg

[Josh Forstater @jforstater]

@ekp They did at least pay generously. I’m unaware of any other co’s that size w profit share to such a broad set of employees. Even Wall St firms aren’t as generous. https://t.co/esxekCSYP1

[Josh Forstater @jforstater]

@rkesteva @jakemcgraw Exactly what happened to me!

[Josh Forstater @jforstater]

@jakemcgraw @sarahkliff So dead on. It’s amazingly opaque. I submitted our bill $$$ to @nytimes for our 1st child which took 2Y to sort out & cost over $50K for a vaginal birth w >$7K coming out of pocket. It took us over a year just to correct them when they tried to bill us as out of network!

[Josh Forstater @jforstater]

A lot of stories I read follow this @nytimes script, but I’m more curious now that #tech jobs are accessible no matter where you live what that means for the #futureofwork and #startups. Feels like we won’t know for another few years. https://t.co/z82cvE3BgL

[Josh Forstater @jforstater]

We’re still in the very early innings of the development of API’s to unlock payroll data to drive 401K, income verification and other use cases. Payroll data is still really hard to unlock. It’s going to be a game changer for a ton of industries. https://t.co/NLyjZoPdoH

[Josh Forstater @jforstater]

@anothercohen @ericbahn I found - After 100 days, it gets better. After 6 months, it starts to get fun. By age 1, its a blast. I’m now one week into my second child 👶 though…so feel ya.

[Josh Forstater @jforstater]

#401k providers and #advisors have had to disclose their fees for years in the 5500. It’s not perfect, but has led to remarkable changes in fees. In #healthcare, we deserve that same transparency. https://t.co/u0HFztHDMg

[Josh Forstater @jforstater]

Exciting to see @seanlippel & @fintech_io continue to grow & build on the secular trend towards DeFi applications. #fintech #defi #crypto

[FinTech Collective @fintech_io]

Traditional finance (TradFi) meets decentralized finance (DeFi). Backing entrepreneurs globally to rewire how money moves through the world. Let’s go!
#staymagical

https://t.co/VQYLS06yOU

[Josh Forstater @jforstater]

“Upstart technology providers see the opportunity to transform the 401(k) business by building technology” https://t.co/q3bndmctKR via @MichaelKitces