Income America

You’re invited to join us for Income as an Outcome, a special in-person seminar taking place in Boston at Fidelity Investments Investments on September 9. RSVP now at https://lnkd.in/gETDFfhC. 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. Panel discussion for advisors 10:30 – 11:30 am 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* Panel discussion for plan sponsors 2:00 – 3:00 pm 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* - Scott Colangelo, Chairman, Managing Partner, Prime Capital Financial *Income America, LLC is separate from Income America 5ForLife series of funds. #guaranteedincome #protectedretirement #retirement

Mark your calendar! You’re invited to join us for Income as an Outcome, a special in-person seminar taking place in Boston at Fidelity Investments Investments on September 9. RSVP now at  https://lnkd.in/gETDFfhC. Moderated by Ami Hindia, CRPS®,C(k)P®, Southeast & Central Divisional Manager at Fidelity Investments, the seminar will explore how guaranteed income solutions are changing the industry—and participants’ retirements—for the better. Seminar 1 for Advisors 10:30 – 11:30 am Seminar 1 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* Seminar 2 for Plan Sponsors 2:00 – 3:00 pm Seminar 2 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*  - Scott Colangelo, Chairman, Managing Partner, Prime Capital Financial *Income America, LLC is separate from Income America 5ForLife series of funds. #guaranteedincome #protectedretirement #retirement

Please join us on September 9th in #Boston https://lnkd.in/gHFj844V for a discussion about "Income as an Outcome" hosted by our friends Fidelity Investments at 245 Summer Street. Can't wait to join Ami Hindia, CRPS®,C(k)P® Kristal A. Mason Stacey Tovrov BlackRock Scott Colangelo Prime Capital Financial & Cathy Marasco Nationwide for a discussion about how to help #401k participants solve what Bill Sharpe calls the "nastiest, hardest problem in finance" -- translating their hard-earned #retirment savings into #retirementincome. The advisor session is 10:30 am - 11:30 am with an optional lunch to follow, and the plan sponsor session is 2 pm - 3 pm. Tyler Neenan, CFP®, C(k)P® Kevin Eknaian Maggie Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR Ryan Grosdidier #retirmentincome

The SECURE Act. You’ve heard about it before, but now hear why it’s critically important to plan sponsors in our next On the Money video featuring Endeavor Retirement Chief Solutions Officer Bonnie Treichel and Income America President Matthew Wolniewicz, AIFA. Notably, the SECURE Act: - Paves the way for easier adoption of in-plan retirement income solutions - Provides robust and clearly defined protections and requirements for plan fiduciaries - Includes a fiduciary safe harbor for the selection of a lifetime income provider Watch now: https://lnkd.in/eGKmZjV8 #guaranteedincome #retirement #protectedretirement 

There are more in-plan guaranteed income solutions than ever before—and that’s good for plan sponsors, employees, and the industry at large. But more choices make it more difficult to decide which to choose.   To help make it easier, our latest On the Money video—featuring Lincoln Financial Group’s Ralph Ferraro and American Century Investments’ Richard Luchinsky—explains the top four attributes that advisors and plan sponsors should consider when evaluating in-plan guaranteed income solutions.   Watch now: https://lnkd.in/eGKmZjV8   #guaranteedincome #retirement #protectedretirement

Employees anticipate their #401k will become their main source of #retirementincome in the future, with #SocialSecurity benefits becoming less reliable, according to the “2024 401(k) Participant Study” released by Charles Schwab. The new J.P. Morgan report, “2024 Defined Contribution Plan Participant Survey Findings,” found plan options that offer guaranteed retirement income piqued the interest of 90% of participants. Additionally, participants’ desire to increase their contributions to #retirement plans was strongly influenced by guaranteed income. Natalie Lin PLANADVISER https://lnkd.in/gUAcKMTe

The trickiest part of helping participants plan for retirement? Helping them sustainably spend their savings. We tackled this issue with leaders from Fidelity Investments, BlackRock and Income America during last week’s webinar: Income as an Outcome. A big thank you to moderator Ami Hindia, CRPS®,C(k)P® and panelists Kristal A. Mason, Stacey Tovrov, Scott Colangelo, and Matthew Wolniewicz, AIFA for sharing their insights. Here are a few highlights from the discussion: - Addressing participant concerns – Research indicates that participants are worried about outliving their savings, and even retirees with substantial nest eggs are drastically reducing their standard of living. - Demystifying decumulation – Now it’s time to help participants take their lump sum and translate it into an income stream. Simply put, people want to “auto retire” just like they were able to “auto save.” - Evaluating the options – With more guaranteed retirement income solutions on the market, it’s more complicated to compare them; however, you can look at suitability, cost, liquidity, and risk to start. Join us for our next event – live and in person on Monday, September 9 in Boston. Learn more now: https://lnkd.in/gETDFfhC #guaranteedincome #protectedretirement #retirement

Wonderful conversation this afternoon about #401k #retirementincome “Income as an Outcome”. I feel like I have spent years with my brilliant panelists & thank you Ami Hindia, CRPS®,C(k)P® for your leadership as moderator & to Kristal A. Mason Stacey Tovrov Scott Colangelo for thoughts and friendship. Can’t wait for our session in #Boston on September 9! Details to follow! It’s wonderful to see Fidelity Investments BlackRock Prime Capital Financial & Income America come together to offer innovative solutions for participants when they begin to think about #retirement & a monthly paycheck 👏👏👏

Please join us TODAY https://lnkd.in/gvAaSh-3 for a discussion "Income as an Outcome". Please join Ami Hindia, CRPS®,C(k)P®Kristal A. Mason Fidelity Investments Stacey Tovrov BlackRock Scott Colangelo Prime Capital Financial & myself Income America as we have a robust conversation about #401k #retirementincome! #retirement #guaranteedincome

Exceptional weekend at the American Century Investments #ACCGolf Championship! Congrats to Mardy Fish on his victory in beautiful Lake Tahoe & great to see so many friends & such strong support of Income America 🇺🇸. Eric Stevenson Cathy Marasco Nationwide Rupa Athreya Athena James Frentzas Michael Nelligan, CFA Sean Murray, CFA Envestnet, Inc Victor Zhang Erik Schneberger Super Bowl champion & #Chicago (& me) fav Jim McMahon Chicago Bears Friendly & kind Trevor Lawrence Jacksonville Jaguars Stanley Cup champion & great person Matthew Tkachuk Florida Panthers The spectacular 17th hole Edgewood Tahoe Golf Course #401k #retirementincome #protectedretirement