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What the Program Includes
Retiremap’s independent financial wellness program is easy to implement and based on
best practices from extensive experience. The Retiremap process, developed with
leading behavioral economist Dan Ariely, engages employees around their financial
goals, shows them how financially on track they are and then provides them with tools
and content to achieve their financial goals. Retiremap also makes it easy for employees
to either increase their retirement plan savings rate or enroll in the plan.
The Retiremap program has evolved into a comprehensive solution that provides Plan
Sponsor with:
✓ An employer-branded web-based app
✓ An employer-branded iPad app in the App Store and Android app in Google Play
✓ An employer-branded website with educational articles from the Financial
Planning Association®
✓ Marketing support, with custom collateral including fliers and desk drop cards
✓ Educational quarterly webinars on issues that employees self-identify through the
Retiremap program
✓ Educational email campaigns that engage employees and further increase
adoption
✓ An employer Performance Report measuring overall usage metrics, retirement
readiness and behavior change
✓ 30 minute onsite workshops for up to 20 employees at a time, using Employer’s
branded iPad app
The Retiremap Team will coordinate with Plan Sponsor’s Human Resource department
and Plan Advisor to ensure the implementation goes smoothly.
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