American Dream 401(k)

With Matson Money’s continued commitment to the Fiduciary Standard and saving families from speculating and gambling with their money, they are giving more people access to their American Dream. For sponsors, The American Dream 401(k) can enable business owners and entrepreneurs to help empower their employees to invest for retirement with mixes based on empirically tested academic principles and a philosophy grounded in the power of the American Dream and living a life on purpose.

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. Through Matson Money’s strategic alignment with Ascensus, participants of The American Dream 401(k) can receive both, helping them to stay disciplined and prudent, no matter the market climate.

Our award submission encompasses the journey of the American Dream 401(k) plan. Participants start by creating their American Dream with their 401(k). Participants are then able to engage in Matson Money's ongoing investor development. This includes participation in the Investor Coaching Series presentations and market-relevant sessions. These presentations are typically held once a month online for 90 minutes and are led by Mark Matson or VP of Training and Development Josh Crawford. Additionally, participants receive invitations to attend the two-day investing seminar known as the American Dream Experience, where they can explore their True Purpose for Money.®

Investing, despite its uncertainties, can be understood using principles that have been identified by top economists and behavioral scientists. This is the foundation of The American Dream 401(k)– treating investing not as a lottery, but as a systematic process. Born out of more than 30 years of experience and Nobel Prize-winning research, The American Dream 401(k) leverages economic principles to guide long-term wealth creation. It’s an approach that can equip you with the knowledge of how markets work, and the discipline required to maintain a long-term focus on your financial goals. (see PDF for Disclosures)