Income America

Excited to speak on a panel at the upcoming Wealth@Wor(k) conference on the topic of In-Plan Retirement Income with industry experts Glenn Dial Matthew Eickman, J.D. and Matthew Wolniewicz, AIFA. Given the realities for today's retirees (with 34% of workers not confident they will be able to cover medical bills in retirement and 83% of retirees believing they will have to make spending cuts due to inflation according to the 2024 Retirement Confidence Survey published by EBRI), this is a prioritized topic for our industry and for retirement plan sponsors. Thank you American Century Investments for hosting our main stage discussion! #wealthatwork #retirementincome #plansponsors #retirementplanning #marshmma

How to do well & do good to for the #nextgen of #401k industry leaders…special and inspiring evening w so many #retirement entrepreneurs / innovators/ legends. It’s refreshing to start w the question “what are the biggest mistakes you have made” & then to hear honest answers. We learn so much more from failure (IF we learn) than our success! Thank you Shlomo Benartzi for hosting and to Mitchell Haber Voya Financial & Fred Barstein TPSU - The Plan Sponsor University Charles Nelson & Steve Malbasa Cerity Partners for being awesome facilitators at the tables. And to my “Table 1” friends what a great evening w all of you & still laughing about the stories that were told (“the 🐖 “) George Fraser, CRPS, AIF, PPC, CBFA Robert Patton SageView Advisory Group Stephen Rubino JPMorganChase Jonah Lehrer Benedetta Jasmine Guetta & our two 4 legged friends. Bill Peartree, AIF Blake Thibault Brad Arends Brendan Mahoney Charlie Epstein Corby Dall Daniel Bruns Elizabeth Heffernan (she, her, hers) Greg Wilson James Liberi John Russon Josh Rundle Larry Deatherage Laurel Taylor Pete Swisher PETROS KOUMANTAROS Ralph Haberli Randy Long Rick Unser Sean Hanna Sean Murray, CFA Stephen M. Welch, CRPC® CRPS® QPFC® FiWD Teresa Hassara #fiduciary #friends

When evaluating retirement income options, cost is obviously a key consideration. But it can be difficult to know what’s reasonable—and what’s exorbitant. In this video, Matthew Eickman, J.D., Chief Legal Officer at Fiduciary Law Center, breaks down how to: ·     Perform a relative assessment ·     Look at both the in-plan and retail markets ·     Understand the tradeoffs between different options Watch now: https://lnkd.in/eGKmZjV8 #guaranteedincome #retirement #protectedretirement

“Guaranteed retirement income solutions are too complex.” We’ve heard it before, but the reality is that the new generation of income solutions are often simpler than you may think. In this video, Matthew Eickman, J.D., Chief Legal Officer at Fiduciary Law Center explains how there are now simple solutions to address the very complex problem of creating a stream of income in retirement. Watch now: https://lnkd.in/eGKmZjV8 #guaranteedincome #retirement #protectedretirement

Sad but true: American workers are more concerned about running out of money than they are of dying. But there’s something we can do solve this problem—and help more people enjoy the retirement they deserve. In our latest video, Fiduciary Law Center’s Matthew Eickman, J.D. outlines the four essential components: 1.   More savings 2.   Vehicles to help make their savings last 3.   Guarantees that their savings will last 4.   Education so they know what they have Watch now: https://lnkd.in/eGKmZjV8 #guaranteedincome #retirement #protectedretirement

Such a pleasure to join Ami Hindia, CRPS®,C(k)P® Fidelity Investments Cathy Marasco Nationwide Rupa Athreya Income America 🇺🇸 Stacey Tovrov BlackRock & Scott Colangelo Prime Capital Financial Prime Capital Retirement this morning for a conversation about #401k “Income as an Outcome” & the demand from hard working Americans for in-plan #guaranteedincome solutions. In #retirement there is a demand for predictability & certainly when it comes to a “paycheck” & according to a recent Nationwode survey, 83% of plan sponsors would use “auto income” in their plans if it was available! Also a couple of shout outs to other thought leaders whos work I respect and appreciate John Faustino AIFA®, PPC® Broadridge and the #Retirementincome Consortium, John Sullivan & National Association of Plan Advisors Nation RIK Certificate, David Blanchett & Michael Finke for their work on “License to Spend” (do you have a parent who won’t take one penny more than their RMD - I do!), Matthew Eickman, J.D. Bonnie Treichel Fred Reish for all they do to support retirement income and make sure there is a prudent process for search, selection, implementation and monitoring!

Now a virtual event! You’re invited to join us for Income as an Outcome, a special webinar on September 9, 10:30 – 11:30 am ET. RSVP now at https://lnkd.in/e2U4V_aS. Moderated by Ami Hindia, CRPS®,C(k)P®, Southeast & Central Divisional Manager at Fidelity Investments, the panel discussion will explore how guaranteed income solutions are changing the industry—and participants’ retirements—for the better. Speakers include: - Cathy Marasco, Head of Protected Retirement, Nationwide Solutions - Stacey Tovrov, Head of Investment Strategy for Retirement Solutions, BlackRock - Rupa Athreya, Chief Operating Officer, Income America, LLC* - Matthew Wolniewicz, AIFA, President, Income America, LLC* - Scott Colangelo, Chairman, Managing Partner, Prime Capital Financial *Income America, LLC is separate from Income America 5ForLife series of funds. #guaranteedincome #protectedretirement #retirement

Celebrating best friends at the #Wealthies tonight - Congrats Matt Rafferty Chris Weirath Morningstar John Faustino AIFA®, PPC® Broadridge Sean Murray, CFA Envestnet, Inc on winning the #401k #retirement support and advisor services Wealthie! And to the Income America 🇺🇸 Team for our Wealthie! Cathy Marasco Nationwide Ralph Ferraro Lincoln Financial Group Richard Luchinsky American Century Investments Rob Barnett Great Gray Trust Company Nathan Palmer, CFA Wilshire John Geli SS&C Technologies #protectedretirement #guaranteedincome #fiduciary #fintech WealthManagement.com Informa

What an honor! We’re excited to share that Income America has been recognized as In-Plan Retirement Income Product/Service of the Year at the Wealth Management Industry Awards—also known as “The Wealthies.” Now in its tenth year, the #Wealthies is the only awards program that celebrates companies, individuals, and organizations driving innovation that makes a real difference in the daily lives of financial advisors—and their clients. Matthew Wolniewicz, AIFA #wealthies #differencemaker #retirementincome #protectedretirement

Excited to represent Income America 🇺🇸 tonight at the #Wealthies in #NYC! Congratulations to all the finalists in the #401k in-plan #retirementincome category: Tamiko Toland Benjamin Thomason, JD Allianz Steve McCoy iJoin Todd Kading, CFP®, RF™ Kassandra Hendrix LeafHouse Brendan McCarthy TIAA Informa WealthManagement.com David Armstrong Tim Welsh, CFP Fred Barstein Anthony M. Stich #selfies #wealthmanagement #retirement