There’s a lot happening on the 401(k) front—ESG, MEPS, and PEPs, the election—and we asked industry veteran Matt Wolniewicz about them all. He recently moved from Fi360 to Prime Capital Investment Advisors. Wolniewicz’s matter-of-fact style shed light on what’s ahead.
From his other long-standing, prominent posts, such as head of sales, global advisor and wealth solutions at Morningstar’s largest operating segment, Wolniewicz will bring to PCIA a client-centric approach to elevate the company with innovative solutions.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
