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Helping Plan Sponsors Improve Plan Outcomesand Reduce Fiduciary Liability
How the next generation of plan education software systematicallymeasures, documents and improves participant behavior PlanSponsor Courtesy of Hacker & CompanyFor a live demo, visit:www.RetiremapHQ.com/Hacker-Company
 
 
Problems with Plan Education
The Big Problems
 
Average household retirement savings shortfall at retirement
1
:
$250,000
 
Less than 10% of participants are contacted by an advisor withsuggestions on how to close the retirement preparedness gap
2
 
The Contributing Factors
 
The impact of plan education on individual participant behavior is not being measured and therefore cannot be optimized
 
Existing plan education tools provide no role for advisors
 
Education is delivered inefficiently with meetings and brochures
 
Education tools are tied to a provider's platform 
1. McKinsey,
Restoring American's Retirement Security,
2009 2. Ibid.
 
 
Retiremap: Next Generation Plan Education
Retiremap's web-based, sponsor branded software:
 
Uses behavioral finance to systematically measure,document and improve participant behavior 
 
Provides advisors with a ManagementInterface to track progress andcommunicate with participants
 
Delivers engaging education moreefficiently with tablets, emailactivation links and webinars
 
Is independent and is notaffected if a plansponsor changesproviders
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