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Using web-based software and
behavioral economics to help
participants achieve a secure
retirement, Retiremap:
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.
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.
Dan is a behavioral economist at
MIT and Duke, as well as a
bestselling author.
Started to ensure that everyone
can access independent
financial strategies, helping
people reach their goals and a
secure retirement is in their
DNA.
Retiremap's independent
educational software, powered by
Boulevard R, adheres to strict
privacy and security standards.
Delivers engaging, holistic
participant education to
assess retirement readiness
Generates a custom Starter
Roadmap with a financial
assessment, monthly savings
targets, goal content and
Provides an online Dashboard
with step-by-step educational
content on their goals,
developed by leading
Certified Financial Planners™
Lets participants request a
consultation with the plan
advisor
The Financial Planning
Association® uses Boulevard R
to help consumers plan for
retirement.
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