Retiremap is built for how advisors service retirement plans. The Advisor Management Interface helps advisors understand each employee’s goals and current financial situation quickly, making every employee interaction more impactful and efficient.
Retiremap’s full-service approach means that advisors have an extension of their sales and service teams. Meanwhile, the easy-to-implement turnkey program frees up HR to work on more pressing issues.
Increasing employee savings rates is critical to improving plan health and employees’ long term financial security. Retiremap makes it easy for employees to take action and enroll in the plan or increase their savings rate.
Retiremap is branded for both the employer and the advisor to ensure the largest number of employees are engaged. Custom branding includes emails, employees’ financial plan, the microsite and the online Dashboard.
After the launch of the program, the advisor presents the employer with Retiremap’s custom Performance Report detailing adoption, behavior change and key insights to focus financial wellness efforts.
On average, Retiremap engages over half of the employees at companies.
When the Evening Post, a major media and information organization, was undergoing a plan transition, the plan sponsor recognized that employees were satisfied with the change in provider but they still needed a more holistic retirement readiness assessment. Read about Retiremap's impact in the case study.
As a retirement plan advisor, get your own branded video and be the first to share financial wellness with your clients. More and more top advisory firms are offering financial wellness programs as a way to develop relationships with prospects. Don't let other firms be the first to present financial wellness to your clients.