Financial wellness research and insights.
Financial wellness research and insights.
This infographic illustrates the key metrics that are driving Retiremap’s success as a pro-actively delivered plan education platform.
While a 5% provider utilization rate is considered good, Retiremap has shown it can do 10 times that rate. Our secret sauce is our engagement process, developed with leading behavioral economist Dan Ariely, plus our delivery model using iPads and email activation links.
On top of all of this, our messaging focuses on top-of-mind personal finance issues to make Retiremap’s value relevant for employees. You can download a PDF of the infographic here.
Kiva was the first plan sponsor to offer Retiremap’s Plan for Your Future iWorkshop and as a result, their VP of HR, Britt Huber, has been nominated for a Pensions & Investments Innovators Award.
We’re also very proud that Britt will be speaking on a P&I West Coast DC Conference panel, Evolution of Technology in DC Plans, on the afternoon of the Innovators Award lunch. Joining Britt on the panel will be Helene Sanford from Intersil, which is another company that used Retiremap to engage employees. You can see the P&I West Coast DC Conference agenda here.
In the first month of launching the program, the Retiremap platform demonstrated significant, measurable improvements in retirement readiness. Using iPads in onsite workshops, half of the 30 employees decided to increase their deferral rate by an average of 6.3% of pay.
Additionally, the iPad workshop launch, coupled with an email campaign, engaged 40% of Kiva’s employees, which are spread out all over the world. Of all the employees who participated, 37% requested a follow up meeting with the plan advisor. Additionally, 15% expressed interest in automatically escalating their deferral rates.
Your can read more here in the case study:
Want to improve employees’ financial wellness?
Come learn how to design an impactful financial wellness program at an interactive workshop in Mountain View, California. You’ll get to learn first-hand how today’s technology, including iPads, can better engage employees and help them get on track to reach their financial goals.
The workshop content was developed with leading behavioral economist and NY Times bestselling author, Dan Ariely, and is based on his research on how people make decisions in the real world.
In the spirit of learning while doing, every workshop attendee will get to use an iPad to simulate the financial wellness workshop experience.
Space and iPads are limited, so please register today.
Want to learn how you can design an impactful retirement readiness program for employees AND put in a place a financial wellness program that delivers a significant cost savings?
Then watch this video recording of the 30 minute webinar Boulevard R and Retirement Playbook hosted:
If you want to learn more, here is the presenters’ contact information.
P.O Box 172 | New Hope, PA 18938
Mobile: 267.242.6019 | Office: 215.297.5494
28 Second Street, Suite 300
San Francisco, CA 94105
Direct: (415) 250-6727
Want to learn how you can boost employees’ retirement readiness and help them reach their financial goals?
Then join us for an upcoming webinar on “Retirement Readiness: Designing an impactful program.”
In this short webinar, you will learn how to:
Key findings will be presented from a collaboration with leading behavioral economist and NY Times bestselling author, Dan Ariely, as well as lessons learned from testing a new employer-branded iPad app with employees.
You will also learn about where plan education is heading in this informative webinar. Be our guest and help ensure sure employees are on track to reach their financial goal and achieve a secure retirement.
We recently interviewed Craig Howell, who heads up Business Development for The Online 401(k), which is a recordkeeper focused on plans that are typically 25 employees or smaller.
We talked a lot about the business opportunity for advisors in the small plan space and how they’re trying to make 401ks more compelling for the 90% of businesses that don’t have one. Craig had some great insights on what’s happening in that space. Here they are:
If you serve the small plan space, what have you found to be the biggest challenges?
Retiremap is a research-backed employee financial wellness program designed with renowned behavioral economist Dan Ariely and his team from Duke to help employees achieve their financial goals.
490 43rd Street, Suite 350