We’ve just launched the latest enhancement to the Moneymap platform with our new employee To Do Dashboard. We developed the Dashboard with our partners at Duke’s Common Cents Lab in order to take the complexity out of financial decision-making and help people make real progress on their money. In fact, we created a whole page […]
About Matthew Iverson
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Entries by Matthew Iverson
If the goal of your financial wellness program is to get employees to take action and achieve their financial goals, then it’s critical to have a financial coach that helps keep employees accountable and feeling confident about their finances. By incorporating real people into a financial wellness program, you’re able to achieve a much greater […]
InvestmentNews recently ran an article written by our partners at Duke University, on why education doesn’t doesn’t work and lasting ways to change employees’ unhealthy financial behaviors. Check out the article here: http://www.investmentnews.com/article/20170521/FREE/170529991/how-401-k-advisers-can-create-effective-financial-wellness-programs
There’s a very real danger that financial wellness programs will flame out with employers. That’s because they are designed to educate, not change employee behavior. Without metrics to show behavior change (e.g. open a new 401(k), HSA, emergency savings account + income flowing into those accounts), employers will sour on these programs. And it could […]
You already know that there’s a ton of buzz around financial wellness. But what you might not know is that there are three key concepts that are completely missing from financial wellness programs. By not including these key behavioral economics concepts, advisors, providers and employers are losing out on their opportunity to have a big […]
It’s easy to feel overwhelmed by financial planning. According to a recent survey by T. Rowe Price, 18% of workers avoid dealing with their financial situation because it is out of control; among Millennials, the number bumps up to 25%. This alarming datapoint highlights the need for open and thoughtful discussions around employees’ personal finance challenges. Moneymap believes that focusing […]
American workers are expecting more help from their employers in regards to retirement planning, according to a new study from American Century Investments. The survey, which included responses from over 2,000 defined contribution plan participants, found that retirement is top of mind for employees but they still need more help. 80% of participants believe that […]
Moneymap’s research-backed employee financial wellness program was designed with renowned behavioral economist Dan Ariely and his team from Duke to help employees take action and improve their financial health.
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