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Retiremap Pricing for Aspire

Retiremap Pricing for Aspire

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

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ASPire Pricing

DATE: MARCH 20, 2013 PRICING TITLE: Standard Pricing for Retiremap Program Implementation PRICING DESCRIPTION: Cost of Retiremap Implementations for Retirement Plan Advisors on an ASPire Plan

Retiremap Pricing
The below pricing itemizes the annual cost associated with providing the Retiremap platform to a plan advisor’s plan sponsor clients. In addition to the platform and services listed below, Boulevard R has streamlined the sign up process to require just 45 minutes of advisor time per implementation and will create an online training program on how advisors can get the greatest benefit from Retiremap. Any travel and out of pocket fees will be billed at cost. Item 1 Description The Retiremap program is priced on an annual basis based on the number of enrolled participants in the plan. Each implementation includes: • Branded web-based app • Branded iPad and Android apps with plan level information and links to the recordkeeper’s platform • Custom Implementation Plan for advisors to provide plan sponsors • Emailing account activation links to employees • Customizing launch collateral, not including • Hosting the launch webinar, as well as ongoing educational webinars • Annual Performance Report that measures the program’s impact 2 3 4 5 6 7 Retiremap implementation with 101-500 enrolled participants Retiremap implementation with 500+ enrolled participants Optional: Educational branded resource website, including three new articles from the Financial Planning Association® each month Optional: Additional collateral customization and printing of desk drop cards Optional: Daily cost, not including travel expenses, to conduct iPad workshops on behalf of the plan advisor using 30 iPads 15 minute consultation call for plan advisor’s staff on support for Retiremap and review of the Implementation Plan Included Printing/Shipping costs + $200 $1,900 101-500 500+ $12 per participant $10 per participant $450 per year Plan Size 50-100 enrolled participants Unit Price $16 per enrolled participant per year

Please feel welcome to contact Matt Iverson at matt@boulevardr.com if you have any questions. i

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