Matt Iverson

By Matt Iverson | 12/2/2015

A new study finds that American employees’ top financial goal, by far, is to save for retirement.Saving for retirement is the most common goal among employees across all income levels, ahead of many short-term goals, including eliminating debt and creating an emergency fund. New research from the... READ MORE

How Do Millennials Fare Across Key Indicators of Financial Wellness?

By Matt Iverson | 10/12/2015

The youngest members of the workforce are demonstrating smart decision-making in areas that will prepare them well for retirement.Millennials stack up surprisingly well against Gen X-ers and Baby Boomers across several indicators of financial wellness, including debt and savings rates. A new... READ MORE

Connecting Personal Budgeting and Deferral Rates

By Matt Iverson | 10/10/2014

Signaling an opportunity for retirement plan advisors, an August 2014 Cerulli report listed helping employees with personal budgeting as the top driver of an appropriate deferral rate. While the report largely called on record keepers to address the issue, retirement plan advisors are uniquely... READ MORE

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Matt Iverson

NAPA's 401(k) Rollover Specialist (k)RS Credential

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