Matt Wolniewicz, president of the technology and education company, details all that’s happening.
This video titled “Interest In Helping End-Participants – Fi360’s Matt Wolniewicz” features an interview with Matt Wolniewicz conducted by 401(k) Specialist at the FI 360 Conference. Here are the key points discussed:
- Conference Milestones:
- The FI 360 Conference celebrated its 20th anniversary as a firm and the 15th anniversary of the conference itself. This year’s event saw record attendance, surpassing 800 participants.
- Key Themes:
- A significant focus of the conference was on fiduciary duties, particularly in ensuring that end participants and investors achieve their goals.
- Notable speakers included Fred Riesch, Matthew Eichmann, and Rebecca Hourahan, who discussed various topics, including marketing within this space.
- Content Highlights:
- Michael Kitch addressed the relevance of the 4% withdrawal rule, a topic of interest given market and inflation changes.
- FI360 has been making strategic acquisitions, such as the Center for Fiduciary Management, and is nearing 12,000 active designees.
The video captures the dynamic environment of the conference and highlights key industry discussions focused on fiduciary responsibilities and market trends.
If you’d like to watch the video, you can find it here.
