Easy launch for trusted organizations
Easy for the organization
White-label the brand, choose capabilities, align disclosures, route support, and launch without making the rollout feel heavy.
Launch in phases
For Organizations
Help organizations improve their people's future.
My Retirement Plan can become a white-labeled financial tools and retirement confidence app for employers, financial institutions, advisors, insurers, and benefits partners.
Schedule a Demo
For organizations.
Simple to Launch
State-of-the-art financial tools, made easy for organizations.
My Retirement Plan is designed to be super easy for the organization to deploy and super easy for people to use. The result is a branded system built to help drive a lifelong relationship between the organization and every consumer, employee, member, client, or policyholder it serves.
This is the kind of benefit most organizations could not realistically give until now without huge spend: a personalized planning ecosystem under their own brand that can help improve retention from clients and members to employees and policyholders.
01Brand
02Configure
03Invite
04Grow
Simple guided tools for real people
Easy for every user
People connect accounts with consent, answer simple prompts, ask the retirement agent questions, and see plain next steps.
Connect with consent
Confidence that can deepen relationships
Built for lifelong relationships
Organizations + every person they serve get more reasons to stay engaged through plan updates, life events, product education, reports, reminders, and timely check-ins.
Stay useful for life
Markets
Purpose-built stories for the organizations people already trust
Workforce rollout
01
Employers
Market a white-labeled retirement confidence and financial tools app to employers who want to help employees answer whether they will have enough for retirement.
Guidance beyond transactions
02
Banks
Help banks deliver a white-labeled financial tools and retirement confidence app for customers across cash flow, debt, savings, and planning.
Member-first guidance
03
Credit Unions
Help credit unions deliver a member-first white-labeled financial tools and retirement confidence app.
Premium client meetings
04
Registered Investment Advisors
Help registered investment advisors deliver a white-labeled client planning app for retirement projections, portfolio context, documents, and advisor collaboration.
Network consistency
05
Broker Dealers
Help broker dealers deliver a scalable white-labeled planning app for advisors, clients, retirement conversations, and digital experience.
Protection in the plan
06
Property & Casualty Insurance
Help property and casualty insurers deliver a white-labeled policyholder app connecting protection, financial tools, and retirement confidence.
Family protection
07
Life Insurance Companies
Help life insurance companies deliver a white-labeled app connecting protection, retirement confidence, estate readiness, and policyholder engagement.
Employer partner rollout
08
Benefits Companies
Help benefits companies deliver a white-labeled app that connects employee benefits, retirement readiness, protection, and financial tools.
The shared human problem
People want to know if they will have enough for retirement and what to do next.
The best organizations can help people move from worry to action by giving them a branded place to connect their financial picture, run projections, compare scenarios, and understand the next step.
Data Privacy & Security
Data privacy and security that helps institutions say yes
Organizations need more than a compelling user experience. They need confidence that sensitive financial, household, document, and planning data is handled with the highest expectations for privacy, security, governance, and responsible data use.
Designed for high institutional expectations
Consent and transparency
People should understand what information they share, why it is requested, and how it improves their own planning experience.
Secure operational foundations
Encryption, role-based access, secure support routing, and audit-friendly workflows help enterprise teams evaluate deployment responsibly.
White-label governance
Institution-specific disclosures, approved education, configurable modules, and appropriate reporting help partners protect trust while showing care.