Financial wellness reimagined using the latest in behavioral economics research and technology.
Employees select their goals, raise their financial confidence by finding out what they’re doing right with their money and then commit to their custom plan.
Employees are virtually matched with a plan advisor to boost accountability and personalize the program.
Automated, just-in-time coaching based on a personalized plan and delivered via SMS, email and in-app messages helps employees achieve their goals faster.
Apply by Friday, 9/30 at 5pm PDT to be one of the less than 25 plan advisory firms selected to gain access to Retiremap 2.0.
– Dan Ariely, James B. Duke Professor of Behavioral Economics at Duke University
New York Times Bestselling author of Predictably Irrational
Wall Street Journal columnist of Ask Ariely
Retiremap 2.0 product partner
Retiremap is a research-backed employee financial wellness program designed with Duke University and renowned Professor Dan Ariely to help employees achieve their financial goals.
Bishop Ranch 3
2603 Camino Ramon, Suite 200
San Ramon, CA 94583