Scottsdale, Ariz.-based RIA Matson Money today announced the launch of “The American Dream 401(k)” to help empower employees to invest for retirement by discovering their “true purpose for money.”
Matson Money, a federally Registered Investment Advisor founded in 1991 by Mark Matson, designed The American Dream 401(k) for businesses and entrepreneurs to take on and implement a 401(k) solution that can place them in the driver’s seat for how they want to help enable their employees to save for retirement.
In a press release, Matson Money said The American Dream 401(k) is guided by two primary principles inherent at the company:
• First, educating investors to help them understand what they are doing with their money and why. It begins with helping empower investors to discover their “True Purpose for Money.” Through education, investors saving for retirement can be empowered to stay prudent and disciplined to help build wealth and avoid speculating and gambling with their hard-earned money.
“Investors’ financial future is guided by how they pursue their individual American Dream, which allows them to shape their own destiny and decisions to enjoy the legacy they envision in their retirement”
Mark Matson
• Second, applying the science of investing to their 401(k) through the “Matson Method,” built on more than 30 years of experience backed by Nobel Prize-winning investing principles, empirically tested academic research, and the study of human behavioral science and performance. These concepts are combined to create a systematic way of investing.
“Investors’ financial future is guided by how they pursue their individual American Dream, which allows them to shape their own destiny and decisions to enjoy the legacy they envision in their retirement,” said Matson, founder and CEO of Matson Money. “The investment approach we take has always been rooted in empirically tested academic investing principles with real-life impact. Now, for the first time, we are providing access to a retirement plan that is built on investors’ true purpose and a time-tested approach to investment.”
A potential key benefit to investors is gaining access to individualized investor training and development. “Investing is a lifelong journey, and just like top athletes, successful investors need the right coach and training,” Matson said. Through Matson Money’s strategic alignment with recordkeeper and TPA Ascensus, participants of The American Dream 401(k) can receive both, helping them to stay disciplined and prudent, no matter the market climate.
The company says its focus on training and developing advisors on how to support clients in transforming their relationship with money—including both the mathematical and the human dimensions of wealth creation—can ignite a powerful exploration of their financial future.
Matson Money works with more than 500 advisors across the U.S., Canada, and Puerto Rico. Its flagship investor education event, The American Dream Experience, has been attended by over 4,200 families since its inception in 2017. As of September 5, 2023, Matson Money’s assets under management were $9.7 billion. The firm has offices in Scottsdale and Mason, Ohio.
SEE ALSO:
• HUB Launches Pooled Employer Plan
• Freedom Fiduciaries Launches Pooled Employer Plan
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
