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Benefits of Boulevard R's Retiremap Service
Educate and prepare plan participants for a secure retirement, while reducing your fiduciary liability
by working with Montgomery Retirement Plan Advisors and Boulevard R
Engage + Educate Participants

Using web-based software and
behavioral economics to help
participants achieve a secure
retirement, Retiremap:

Protect Your Company

Reduce your company's fiduciary
liability by making key 404(c)
disclosures to participants about
their retirement plan.

Additionally, Retiremap's web-
based 404(c) compliance module
provides a verifiable process, so
you know which participants have
reviewed and understood the
compliance disclosures.

> Feature In Development
Provide Value Added Services

Retiremap helps your participants
reach their financial goals by
running a gap analysis on their
entire financial picture- not just
what they have in their retirement
plan.

In many cases, Retiremap clearly
shows the need and benefit of
increasing a participant's auto-
deferral rates, while providing
advisors an opportunity to
discuss value-added services that
will financially protect the
participant.

Step 1
Step 4
Boulevard R's Advisors
Prof. Dan Ariely

Dan is a behavioral economist at
MIT and Duke, as well as a
bestselling author.

Bernie Newcomb
Bernie co-founded E*Trade.
Boulevard R's Social Mission

Started to ensure that everyone
can access independent
financial strategies, helping
people reach their goals and a
secure retirement is in their
DNA.

How Retiremap Works
Select Your Goals
Get Your Starter Roadmap
Step 3
Access Your Dashboard
Step 2Are You On Track?
Powered by Boulevard R

Retiremap's independent
educational software, powered by
Boulevard R, adheres to strict
privacy and security standards.

Request a Demo
Contact Montgomery
Retirement Plan Advisors
to request a live demo of
Retiremap.

Delivers engaging, holistic
participant education to
assess retirement readiness

Generates a custom Starter
Roadmap with a financial
assessment, monthly savings
targets, goal content and

Ways to Protect Yourself

Provides an online Dashboard
with step-by-step educational
content on their goals,
developed by leading
Certified Financial Planners™

Allows participants to run
What If simulations on the
Dashboard to see the impact
of different Life Events,Wa y s
to Get Aheadand Goal
Changes

Lets participants request a
consultation with the plan
advisor

FPA® Uses Boulevard R

The Financial Planning
Association® uses Boulevard R
to help consumers plan for
retirement.

Information Sheet

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