Overview

Here is how Retiremap works:

• During a 10 minute webinar, an email with an activation link is sent to participants
• Advisors can also use tablets (eg. iPad) running Retiremap to engage participants
• Participants are taken into the interactive goal setting process to see if they are on track
• Once participants get their Result, they can easily increase their auto-deferral rate and also connect with their advisor
• A customized Dashboard is created for participants, with goal content and “What If” simulations
• About 24-48 hours later, the participant’s personalized Starter Roadmap is emailed to them
• Advisors can access individual participant data through the Advisor Management Interface, as well as request Performance Reports and respond to participant requests

To download a copy of the Retiremap system diagram, click here.