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Retiremap Data Sheet_ASPire

Retiremap Data Sheet_ASPire

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Published by: Retiremap on Apr 01, 2013
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05/14/2014

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The Retiremap Platform
Datasheet
Retiremap’s
independent plan education platformuses today’s technology, includingiPads and a web-based app, to helpadvisors differentiate their services andmeasurably improve plan outcomes.
 
Retiremap is a branded, advisor-centric platform that help advisorsdifferentiate their education services.
 The Retiremap Platform
Boost employees’ retirement readiness with today’s technology
 The advisor-centric Retiremap platform takes a new approach to retirement planeducation by using behavioral economics and today’s technology to engageemployees. Retiremap helps plan advisors:
Stand Out
Retiremap gives advisors who specialize in retirement plans a unique and compelling employeeeducation story focused on improving employee outcomes and reducing fiduciary liability forthe plan sponsor. With Retiremap, advisors can easily provide an enhanced employeeexperience that is pure education and puts their brand front-and-center. 
Measurably improve participant outcomes
 The Retiremap platform was developed with leading behavioral economist, Dan Ariely, andintegrates today’s technology in order to engage employees and get them to improve theirsavings behavior. Retiremap also measures all the employee interactions and documents theimpact the advisor is having on improving plan outcomes, which helps the advisordemonstrate value for their plan sponsor client.
Engage Employees
 The Retiremap platform is the first independent, advisor-centric platform with a ManagementInterface for viewing detailed employee data, including financial goals, as well as householdincome and total assets. This data will help advisors have a greater impact with employees inless time, while qualifying new advisory prospects and identifying valuable rollover candidates. The below diagram of the Retiremap platform illustrates its different components, which caneasily be integrated with advisors’ existing services. Watch a short video on Retiremap’sbenefits for advisors atwww.retiremaphq.com/ASPire 
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