Matson Money's The American Dream 401(k)

Matson Money, a federally Registered Investment Advisor (RIA) with the Securities Exchange Commission (SEC) founded in 1991 by Mark Matson, launched The American Dream 401(k) in 2023. An offering designed 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 empower their employees to save for retirement and to pursue their American Dream by discovering their True Purpose for Money®.

The American Dream 401(k) is guided by two primary principles inherent at Matson Money:
• 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.

• Second, applying the science of investing to their 401(k) through the Matson Method. The Matson Method was 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.

The firm, which has billions in assets under management adheres to a disciplined, structured investing methodology integrating Nobel Prize-winning academic investing principles, leading behavioral science, and financial coaching to help investors achieve peace of mind around their money while pursuing their life’s purpose. Since Matson Money’s inception in 1991, the firm has helped advisors and their clients rethink investing and transform their relationships with money. Matson Money leads educational events for advisors and their clients called The American Dream Experience, where participants can encounter clear, potentially life-altering truths about economics and investing and engage in a profound exploration of their family's financial future. The firm has offices in Scottsdale, Arizona, and Mason, Ohio.