plan sponsor retiremap presentation_generic

8/4/2019 Plan Sponsor Retiremap Presentation_Generic

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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

Retiremap is next generation 401(k) plan educationFor a live demo, visit:www.RetiremapHQ.com/Demo
http://www.retiremaphq.com/Demohttp://www.retiremaphq.com/Demohttp://www.retiremaphq.com/Demo


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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 with

suggestions on how to close the retirement preparedness gap2

The Contributing Factors

The impact of plan education on individual participant behavior is not being measured and therefore cannot be optimized

Most plan education tools provide no role for advisors

Education is delivered inefficiently with meetings and brochures

1. McKinsey, Restoring American's Retirement Security, 2009 2. Ibid.
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Engage Participants With Today's Technology

Retiremap's on-demand, participant-driven software: Measures, documents and improvesplan outcomes with behavioral finance

Is advisor-centric, giving advisorscontrol of branding and participant data

Engages with efficient pusheducation using tablets,

webinars and emailactivation links

Is independent andvendor agnostic
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Initial Results on a 100 Employee Plan

In one 30 minute engagement, Retiremapgenerated the following results:

69 employees completed the process

38 employees (55%) requested toincrease their auto-deferral rate

5.1% of pay was the averagerequested increase, abovewhat they are alreadydeferring

5 out of 10 non-participants

requested to save more
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Retiremap's Benefits For Plan Sponsors

Engaged Participants

Reduced Fiduciary Liability by Documenting theDelivery of Education to All Participants, as well asVerifiable 404(c) Disclosures

Ability to Measure the Impact of Plan Education Delivery of a Unique Benefit for Participants
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How Retiremap Works

DashboardYour Goals

Steps to ReachHelpful resourcesLatest articles

What If Modeling

Net Worth

List of Accounts

Update Profile

Are You On Trackfor a SecureRetirement?

+ FinancialGoals+ Retirement

Vision+ Current Situation

= Financial Result

EnhancedStarter Roadmap

Optional

RegistrationEmail SentToParticipantsIncludestheir username/password,so thatthey can login to their Dashboardat any time

ActivationEmailLink sent onbehalf of the benefitscontact

DashboardPopup

> Save MoreSuggests newparticipant monthlyauto-deferral savingamount (opt-out)

> Contact Advisor Participants can

contact their advisor for helpwith investmentsor goals

Contact Advisor can meetwith participants andprovide ancillaryservices

Learn About Your Plan's Benefits:404(c) Module

Advisor ManagementInterface (AMI)View participant data

Edit 404(c) contentSet assumptions

PerformanceReportDocument thepositive impact

advisors have onplan education

10 MinuteWebinar Calendar inviteemailed toparticipants

Tablet AppFor meetings

BasicStarter Roadmap

9pages

8pages
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Participants Are Engaged Around Their Goals
http://www.retiremaphq.com/Demohttp://www.retiremaphq.com/Demo


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Participants Place Their Goals on a Timeline


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Then Build a Vision for Retirement


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Create Their Household Profile


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Find Out How On Track They Are


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Can Easily Improve Their Situation


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Receive A Custom Online Dashboard


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Can Run What If Simulations


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Receive Verifiable 404(c) Disclosures


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Management Interface Measures Progress...


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And Lets Advisors Set Key Assumptions


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Performance Reports Track Progress


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Reports Measure Retirement Readiness


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Reports Document Usage Metrics


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Participants Get a Personalized Roadmap

Each Starter Roadmap includes: A holistic assessment basedon goals, retirement visionand household profile

Financial analysis, includingretirement income need,monthly savings targets andbuildup and drawdown of assets

Custom educational contenton a key financial goal

Capital preservation strategiescalled Ways to Protect Yourself
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Why Retiremap Is A Good Idea

Plan Sponsor Benefits Include: Reduced fiduciary liabilityRetiremap provides a systematic process for measuring,documenting and improving plan outcomes. Additionally, theverifiable, automated 404(c) disclosure module was developedwith the leading ERISA law firm of Reish & Reicher.

More productive employeesResearch shows that employees who have reduced stressrelated to their personal finances are more productive.

More loyal employeesRetiremap provides a unique benefit, like a plan match, that willbe hard for employees to find elsewhere. Additionally, Retiremapfulfills employee expectations that their employer will help themplan for a secure retirement.
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