Matt is the Director of Retirement Services for Brio Financial Services. Matt’s enthusiasm and extensive experience in the corporate retirement plan market serve as the building blocks in a process that results in customized solutions for plan sponsors and participants. He is a Smithtown, NY native. He graduated from the University of Scranton, in Scranton, P.A. with a B.S. in Marketing. Matt has over 15 years of experience in the industry. Matt along with his wife, Katie, and three children, Sean, Ellen, and Colin reside in Lincroft, NJ.
Employees worry just as much about quality of life as they do their salary. We believe a sound financial wellness program should help employees keep spending within their means, and this can be achieved by giving them access to a comprehensive suite of tools to make good decisions.23 May 2021
While rare, plan sponsors might opt to use multiple TDFs when a recordkeeper specifies that it will reduce its recordkeeping fees if the sponsor includes a proprietary TDF from its platform in the lineup, or as the QDIA.23 May 2021