Income America, LLC

ICYMI, President Matthew Wolniewicz, AIFA Wolniewicz recently joined Eric Dyson, Executive Director of 90 North Consulting, on the?“Be More than a Fiduciary”?podcast! ??? In this insightful episode, Matthew discussed the evolution of retirement income solutions—and how Income America is putting simplicity, control, and flexibility front and center. Tune in here: https://lnkd.in/eBWqtHab #ProtectedRetirement #GuarenteedIncome #Fiduciary

Participants' views on retirement income are evolving—and reshaping plan sponsors’ priorities. Join us on November 19 at 2:00 pm ET for the webinar, “Changing the Conversation on Guaranteed Retirement Income,” where we’ll dive into the latest insights. Register now: https://lnkd.in/gmFuuv6H Hosted by PLANSPONSOR and sponsored by Income America, this event features: ·??????Moderator: Rebecca Moore, Managing Editor, Special Content, PLANSPONSOR ·??????Panelist: Glenn Dial, Senior Retirement Strategist, American Century Investments ·??????Panelist: Matthew Wolniewicz, AIFA, President of Income America, LLC Drawing from American Century’s 11th Annual Retirement Survey, Glenn and Matt will explore: ·??????Why participants are placing a greater emphasis on income replacement ·??????Strategies for plan sponsors to help participants safeguard their savings from market volatility and convert it into stable income ·??????Essential insights for advisors and plan sponsors to better meet participant needs, foster engagement, and improve retirement outcomes Don’t miss this opportunity to stay ahead in the conversation on retirement income.

We’re honored to announce that Income America, alongside our agency partner Crackerjack Communications, has won The Gramercy Institute’s 2024 Asset Management Marketing Award in the Small Cap Business-to-Intermediary category for our "On the Money" video series! ?? This series, developed in response to the rising need for guaranteed in-plan retirement income options, provides advisors with the insights and clarity they need to navigate complex retirement income solutions. Here’s what makes "On the Money" special: ?? Dispels misinformation around guaranteed retirement income ?? Addresses critical advisor concerns like portability, complexity, and cost ?? Offers expert answers on Income America 5ForLife Thank you to the Gramercy Institute for this recognition and to everyone who’s helped make "On the Money" a success. Here’s to paving the way for smarter retirement solutions! ?? You can watch the videos here: https://lnkd.in/eFFfb4vt. #GuaranteedIncome #AssetManagement #RetirementIncome #GramercyAwards #ThoughtLeadership #FinancialMarketing #CrackerjackCommunications Matthew Wolniewicz, AIFA Cathy Marasco Rupa Athreya Richard Luchinsky Glenn Dial Ralph Ferraro Bonnie Treichel Ginny Walker Caggiano Cynthia Chappell Deal Scott Colangelo Andrew Deal

The PLANADVISER #PlanAdviser360 conference was exceptional, and I enjoyed our panel, hosted by?Grant Ellis, AIF?, CPFA?, titled Navigating?#RetirementIncome?for Participants. I loved the flowing conversation and audience participation between Tamiko Toland Vikrant Arya, CFA, CAIA Sri Reddy, CFA & myself. Well done Alison Mintzer & Alex Ortolani! #401k #guaranteedincome

I had a great time on stage leading this amazing group of experts through a discussion about retirement income solutions. It’s a complex topic and I’m grateful there are smart people like these working so diligently on it. Thanks to PLANADVISER and Alex Ortolani for having us out. Matthew Wolniewicz, AIFA Vikrant Arya, CFA, CAIA Tamiko Toland Sri Reddy, CFA

Participants' views on retirement income are evolving—and reshaping plan sponsors’ priorities. Join us on November 19 at 2:00 pm ET for the webinar, “Changing the Conversation on Guaranteed Retirement Income,” where we’ll dive into the latest insights. Register now: https://lnkd.in/gmFuuv6H Hosted by PLANSPONSOR and sponsored by Income America, this event features: ·??????Moderator: Rebecca Moore, Managing Editor, Special Content, PLANSPONSOR ·??????Panelist: Glenn Dial, Senior Retirement Strategist, American Century Investments ·??????Panelist: Matthew Wolniewicz, AIFA, President of Income America, LLC Drawing from American Century’s 11th Annual Retirement Survey, Glenn and Matt will explore: ·??????Why participants are placing a greater emphasis on income replacement ·??????Strategies for plan sponsors to help participants safeguard their savings from market volatility and convert it into stable income ·??????Essential insights for advisors and plan sponsors to better meet participant needs, foster engagement, and improve retirement outcomes Don’t miss this opportunity to stay ahead in the conversation on retirement income. Register here: https://lnkd.in/gmFuuv6H

Great presentation at PLANADVISER conference from Grant Ellis, AIF?, CPFA?, Matthew Wolniewicz, AIFA, Tamiko Toland, Sri Reddy, CFA and Vikrant Arya, CFA, CAIA regarding #retirementincome One big theme: education, education, education! ?? Education is multi-layered and needs to be available for both advisors and plan sponsors. ?? What do all these terms mean? Retirement income v lifetime income. Portability v liquidity. And, so much more! The terms we use matter and require collaborative education. ??There are free resources available to learn more including the RI(k) program from National Association of Plan Advisors and resources from the Broadridge Retirement Income Consortium. So many other great topics covered; talk to these presenters to learn more!

There is never a bad time to head to Scottsdale, AZ. Bonus points if you get to moderate a panel on Retirement Income with these industry leaders. They say you should ensure you aren't the smartest person in the room. Mission accomplished ??. I look forward to seeing everyone at the PLANADVISER 360 conference! Matthew Wolniewicz, AIFA Sri Reddy, CFA Tamiko Toland Vikrant Arya, CFA, CAIA

Wondering how to navigate the risks associated with adding a lifetime income solution to your retirement plan? Watch the latest video from Matthew Eickman, J.D., Chief Legal Officer at Fiduciary Law Center. In just a few minutes, he outlines a clear roadmap for managing risk in accordance with the SECURE Act’s Safe Harbor: 1.???Thorough review 2.???Insurer assessment 3.???Review for reasonable costs 4.???Document the process 5.???Fulfill ongoing responsibilities Watch the video now: https://lnkd.in/eGKmZjV8 #guaranteedincome #retirement #protectedretirement

Looking forward to our session about #RetirementIncome : Progress & Pitfalls at PLANADVISER #PlanAdviser360 Grant Ellis, AIF?, CPFA? Ellis Retirement Services, LLC Sri Reddy, CFA Principal Financial Group Tamiko Toland Vikrant Arya, CFA, CAIA TIAA Rebecca Moore - Monday, November 11th at 4:15 pm. Income America, LLC #401k #guaranteedincome #Fiduciary