What Is Retiremap? Retiremap’s financial wellness program empowers retirement plan advisors to pro-actively engage employees and measurably improve outcomes. How is Retiremap’s Financial Wellness Different? Retiremap was designed for retirement plan advisors and developed with leading behavioral economist and NY Times bestselling author, Dan Ariely. Key differences include: How Do I Learn More? Contact Retiremap’s SVP of Sales, Steve Rydzak, to set up a time to talk. [email protected] or (412) 608-8138 www.RetiremapHQ.com Bishop Ranch 3 | 2603 Camino Ramon, Suite 200 | San Ramon, CA 94583 /// (925) 242-2000 ✓ Advisor-Focused to maximize your value ✓ Full Service Model that acts as an extension of your sales and service team ✓ Connected to the Plan for participant action ✓ Custom Branded for maximum engagement ✓ Measured Impact on outcomes & key issues
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What Is Retiremap? Retiremap’s financial wellness program empowers retirement plan advisors to pro-actively engage employees and measurably improve outcomes.
How is Retiremap’s Financial Wellness Different? Retiremap was designed for retirement plan advisors and developed with leading behavioral economist and NY Times bestselling author, Dan Ariely. Key differences include:
How Do I Learn More? Contact Retiremap’s SVP of Sales, Steve Rydzak, to set up a time to talk. [email protected] or (412) 608-8138
www.RetiremapHQ.com Bishop Ranch 3 | 2603 Camino Ramon, Suite 200 | San Ramon, CA 94583 /// (925) 242-2000
✓ Advisor-Focused to maximize your value
✓ Full Service Model that acts as an extension of your sales and service team
✓ Connected to the Plan for participant action
✓ Custom Branded for maximum engagement
✓ Measured Impact on outcomes & key issues
Key Benefits Retiremap’s key benefits for retirement plan advisors: ✓ Increased Efficiency by holistically profiling employees before any advisor interaction
✓ Scale Your Impact with web-based campaigns and award-winning onsite iPad workshops
✓ Uncovers Advisory Opportunities by covering goals, household assets, rollovers and advice
Success Metrics Key success metrics based on historical implementation statistics:
What Does Retiremap Include? Retiremap’s full service model does the heavy lifting for advisors and includes these key features:
An Award Winning Program In less than 12 months, Retiremap won three top industry awards.
www.RetiremapHQ.com Bishop Ranch 3 | 2603 Camino Ramon, Suite 200 | San Ramon, CA 94583 /// (925) 242-2000
58% Request an
advisor
93% Feel it’s an excellent
new benefit
95% Completion
rate
53% iWorkshop attendees
decide to double their deferral rate
92% Feel they havehelpful tools toreduce financial
stress
97% Feel more
engaged withthe retirement
plan
56% Of employeessign up in the
first month
✓ Implementation Plan to map out success and set plan sponsor expectations
✓ Custom Collateral to promote the program and drive employee engagement
✓ Branded Web and Mobile Apps to engage employees and improve financial wellness
✓ Employee Roadmap for a personalized plan to achieve their financial goals
✓ Online Dashboard developed by leading CFP®s to host an employee’s “living plan”
✓ Personalized Emails on employees’ financial goals for maximum engagement
✓ Financial Wellness Microsite branded for the advisor with articles and videos
✓ Employer Performance Report to measure the program’s impact & identify key themes
✓ Advisor Management Interface to customize the program and access data for more impactful employee interactions
Mobile Financial WellnessBehavioral Economics
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