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Financial Coaching Superior Strategy for Closing the Retirement Intention Action Gap

Financial Coaching Superior Strategy for Closing the Retirement Intention Action Gap

Financial coaching has surfaced as a service distinct from either financial education, financial wellness or purchasing advice from a financial advisor.  Financial coaching generates outcomes differently and better than what has occurred in the past.  And now, with the help of Moneymap, plan fiduciaries and retirement plan participants can gain access to financial coaching at no-cost. through research of behavioral scientists at Duke University.  Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU), met with Matt Iverson, Founder of Moneymap and Adjunct Lecturer with The Retirement University Faculty.

For a limited time, Moneymap is offering motivated, committed employers a fully-funded implementation of Moneymap’s high-tech, high-touch financial coaching services. To learn more, watch this video interview where Fred Barstein, Founder and CEO of The Retirement Advisor University speaks with Matt Iverson, Founder and CEO of MoneyMap.

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One challenge regularly associated with Financial Wellness programs is the Cost-to-Benefit analysis. Previous research commissioned by The Consumer Financial Protection Bureau (CFPB) supports the successful use of financial coaching as having strong positive effects on a variety of healthy financial behaviors!

This Moneymap no-cost implementation is provided on a first-come, first-served basis.

Complete the form below to apply for a no-cost Moneymap implementation.

Apply here:

Steff Chalk

Steff Chalk

Managing Editor at 401kTV
Steff C. Chalk is Executive Director of The Retirement Advisor University, a collaboration with UCLA Anderson School of Management Executive Education. Steff also serves as Executive Director of The Plan Sponsor University and is current faculty of The Retirement Adviser University.
Steff Chalk

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