Matthew Wolniewicz: Income America

Be More Than A Fiduciary

Throughout his 30-year career, Matt has been singularly focused on helping savers retire with confidence. As President of Income America, LLC—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 impacting how Americans plan and save for retirement.

A board advisor for Prime Capital Financial, 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).

In this episode, Eric and Matthew Wolniewicz discuss:

• Plan sponsor trends with retirement income solutions
• Simplicity, control, and flexibility
• The benefits of Income America
• Flexibility and guarantees through Income America

Key Takeaways:

• Many plan sponsors are becoming more paternalistic, allowing money to remain in the plan post-retirement, and recognizing the need for auto retirement income solutions, despite it not being required.
• Income America offers a flexible, retirement income solution, which was initially launched by seven firms, prioritizing simplicity, control, and flexibility, addressing concerns over losing control and high costs associated with traditional annuities.
• Income America provides professional money management, the ability to take withdrawals without penalties, and income guarantees to counter market crashes before retirement.

“Simplicity was really the foundation and the bedrock for income America, the other thing that we thought that was really important was control and flexibility.” - Matthew Wolniewicz

Connect with Matthew Wolniewicz:

LinkedIn: https://www.linkedin.com/in/matthewwolniewicz/

Connect with Eric Dyson:

Website: https://90northllc.com/

Phone: [phone]

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/401kguy/

The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to change

It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.

The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.