Retirement Income for Your Employees: Where to Start
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Market volatility. Inflation. Rising medical costs. With more than 4.1 million Americans retiring every year through 2027, the need for guaranteed retirement income is greater than ever before.
In this discussion, we’ll address the most common challenges head-on, discuss the state of the industry, and predict what’s next in retirement income. If you want to stay on the leading edge of in-plan guaranteed income, this is one session you won’t want to miss.
Learning Objectives:
1. Challenges to ensuring employees can retire on time and enjoy their golden years
2. What is 401k in-plan retirement income
3. How do I implement a retirement income solution
Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/. Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.
Matthew Wolniewicz
Throughout his 30-year career, Matt has been singularly focused on helping investors retire with confidence. As President of Income America—an in-plan retirement income solution that provides retirees with guaranteed income for life—he provides innovative, fiduciary-oriented solutions that enhance participants' retirement security.
A prolific speaker and panelist, Matt has spoken at dozens of industry events, including the NAPA 401k Summit, the Alliance for Lifetime Income Summit, the Investment News Retirement Income Conference, the CFA Society PORTFOLIO Conference, AFS 401(k) Retirement Services Employee Benefits Symposium, SS&C Deliver, and the Advisor2X Wealth@Wor(k) conference. With more than 30,000 followers on LinkedIn and Twitter combined, Matt shares his thought leadership on everything from guaranteed income to proposed legislation to fintech trends that impact how Americans plan and save for retirement.
A board advisor for Prime Capital Investment Advisors, Matt previously served as president of Fi360 until its acquisition by Broadridge in 2020. He also served as the executive business leader of Morningstar's Global Advisor and Wealth Solutions unit, the company's largest operating segment, where he was responsible for executing strategy and driving top-line revenue.
Passionate about fiduciary standards of excellence, Matt is an Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA).
To learn more about Income America, please visit www.incomeamerica.com.
To learn more about Matt, please visit https://www.linkedin.com/in/matthewwolniewicz or https://twitter.com/mwalno
