Posts

Two Reasons To Launch A Financial Wellness Program In The New Year

If you're considering rolling out financial wellness to clients in 2019, then you don't want to miss the start of the year to launch. Here are two practical, behaviorally-informed reasons why: Fresh Start Effect Experts view the start of…

Why Is Financial Wellness Stuck In An Educational Paradigm?

For decades, the retirement plan industry has focused on educating employees, with the hope that employees' newfound knowledge will lead them to adopt all the best financial behaviors. This longstanding belief, that educating employees leads…

Introducing the To Do Dashboard

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…