Tag Archives: retirement plan education
Plan Advisors: Retiremap’s Key Benefits

Plan Advisors: Retiremap’s Key Benefits

For top retirement plan advisors, Retiremap helps them differentiate their services when it comes to engaging participants and delivering education. At the same time, Retiremap measures their impact on plan outcomes by boosting participant savings rates and reducing plan sponsors’ fiduciary liability.

For producing advisors, Retiremap provides them with access to participant level data in order to better serve participant needs in less time.

Unlike providers’ tools, Retiremap is advisor centric and offers a holistic participant assessment by analyzing their short term goals and household profile. This short six minute video provides an in depth overview of the benefits and how the software helps top advisors win more plans.

***To download this video for your iPad, tablet or computer, click here***

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Plan Sponsors: This Is How Retiremap Works

Plan Sponsors: This Is How Retiremap Works

If you’re a plan sponsor and want to see how Retiremap works to engage participants and reduce your fiduciary liability, just watch the video below. Retiremap was developed with a leading behavioral economist to be highly engaging, while reducing fiduciary liability through pushing education out to all participants and offering verifiable 404(c) disclosures.

To download a copy of this video onto your iPad, tablet or laptop, just click here.

Here’s how it works:

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