Tools to make wiser financial decisions
Employees receive a custom online Dashboard with their financial goals broken down into actionable steps, based on best practices of independent Certified Financial Planners.
Modeling tools, such as “what if” scenario planning, help employees see how small changes can have a big impact.
Web and mobile apps branded for you
Retiremap’s highly customizable platform ensures that employees know who to thank for another great employee benefit.
Custom branding includes the web app, tablet apps, emails, employees’ financial plan, the microsite and the online Dashboard.
Innovative iPad workshops scale advisor impact
Retiremap reimagines how employees are engaged onsite with iPad workshops that efficiently scale up plan advisors’ impact.
iPad workshops also make it easy for employees to schedule an advisor meeting.