Buzz

Jason Chepenik, CFP®, AIF®
Chepenik Financial
Winter Park, FL

John Spach, AIFA®
401k and 403b Advisors
Los Angeles, CA

“Retiremap helps us differentiate our services by offering an independent, best-of-breed plan education solution.

On top of that, Retiremap helps us measure our impact on plan outcomes and then demonstrate that back to plan sponsors. Also, the delivery innovations, through tablets, webinars and email activation links, save me time and increase my value to the plan.”

Josh Itzoe, MBA, AIF®
Author of “Fixing the 401(k)“

Greenspring Wealth Management
Towson, MD

“Our firm often gets the question “How are you going to educate my participants?” and what I like about Boulevard R’s approach is that the automated 404(c) compliance process is verifiable and the education component is self-service, while still being comprehensive. This way our firm could scale up to serve larger plan sponsors, as well as deliver education to branch offices we can’t travel to.”

Eric Coffman, MBA, AIF®

PRLKW & Co.
Fairlawn, OH

“Retiremap helped us win a high-profile educational consulting contract.

When we presented Retiremap to the group, one of them exclaimed, “I thought we were hiring a consultant to simply explain the benefits program however the education program looks like it will offer so much more.”””