Join a Webinar On The New To Do Dashboard

Join us for an informative webinar highlighting how the highly customizable To Do Dashboard coaches employees to achieve their financial goals. We will cover both the behavioral strategies and the technology we used.


  • To Do Dashboard presentation and demo (20 minutes)
  • Q&A (10 minutes)

Please start registering by entering your name and email address. For those who can’t attend our live session, we’ll provide a recording. The session we are offering include:

How Financial Wellness Reduces Fiduciary Risk

If you missed the recent webinar “How Financial Wellness Reduces Fiduciary Risk” covering how a program such as Retiremap can mitigate fiduciary liability for plan sponsors, you can listen to the webinar or review the slides below.

These slides were developed with the assistance of The Wagner Law Group expressly for the benefit of Retiremap and are not appropriate to extrapolate to another financial wellness program.


Financial Wellness: Calculating the ROI

Yesterday’s webinar on developing the bottom-line rationale for implementing a financial wellness program is now available. You can listen to the play-by-play, with presenters Matt Gnabasik (Blue Prairie Group) and Matt Iverson (Retiremap), in the video below or just review the slide deck below the video.

For quicker viewing, here are the slides from the webinar:

[Webinar Recording] Engaging Gen X and Gen Y to Boost Retirement Readiness

If you saw the article in PlanAdvisor on the recent Retiremap webinar “Engaging Gen X and Gen Y to Boost Retirement Readiness” you can view it here:


Thanks and let us know if we can help you think through new ways to engage employees to improve their retirement readiness and financial wellness.

[Webinar recording] Kiva’s Award Winning Financial Wellness Program

Enjoy the recorded webinar “Innovator Award Winner Presents Financial Wellness Program” with Britt Huber and Matt Iverson. Learn how Kiva succeeded in improving employee outcomes by using iPads to better engage and boost their financial wellness.

The webinar has been broken into two sections: Presentation and Q&A, accessible through the Playlist on the right of the video.

Jason Chepenik and Boulevard R Partner for Webinar on “How to Win More Retirement Plans”

Boulevard R is happy to announce the sponsorship of a Financial Planning Association® webinar with Jason Chepenik, CFP®, AIF® on Wednesday, May 25 at 2pm Eastern.

To register on FPA’s website, click here.

The webinar, designed for financial advisors, is entitled How to Win More Retirement Plans and will cover:

  • How the retirement plan industry is changing and what that means for fiduciaries and non-fiduciaries
  • How fee disclosure and increased demand to improve plan outcomes is creating opportunities for financial advisors
  • How you can use some of the same prospecting strategies and tools that top plan advisors employ to win new plans

We’re very fortunate to have Jason running this webinar.  Recognized as one of the top advisors in the country, Jason is a Managing Partner at Chepenik Financial.  Jason’s professional highlights include:

  • 16 years Investment/Retirement Industry Experience
  • Named to 2011 The 401kWire 60 Most Influential DC Advisors
  • 2010 Top Advisor in the Mid-Market Retirement Plan space by the 401kWire
  • 2010 401kWire “100 Most Influential People in the Defined Contribution Industry” Recipient
  • 2009 401kWire “Top 40 Defined Contribution Advisor” Recipient
  • 2009 Institutional Investor “Rising Star” Recipient
  • 2007-2009 PLANSPONSOR “Most Successful Retirement Plan Advisors” Recipient
  • BlackRock Defined Contribution Council Member (2010)
  • Prudential Financial Advisory Council (2010 Member)
  • Putnam DC Advisory Council (2010 Member)

To sign up for the webinar (free for FPA members) visit: