Employer leadership team discussing employee support

MyRetirementPlan.ai for Employers

Help your people answer the retirement question that follows them to work.

Give employees a white-labeled retirement confidence app that connects their money picture, explains planning options, and shows that the company cares about their future.

Built for

Employees

Benefits clarity

Private planning

Workforce confidence

Retirement horizon planning illustration

App Preview

Retirement Horizon

Model timing, income, and withdrawal choices with clearer long-range visibility.

Employer-provided retirement confidence benefit promo

Branded Experience

Clarity at Work: Retirement Confidence for Every Employee

The employer is giving employees a branded planning tool they can use to turn benefits into...

What Employees See

Employees see the full picture

They can organize income, debt, savings, benefits, insurance, and retirement goals in...

Families get practical follow-up items

The app turns retirement anxiety into educational planning items such as reviewing...

Why Employers Care

Benefits become easier to value

The experience helps employees understand how company benefits affect household...

The company shows durable care

A branded planning experience tells employees the organization is investing in their...

White Label + Trust

White-labeled to the employer

The experience can carry the employer brand name, logo, colors, support routing, benefits language,...

Privacy and security employers can stand behind

Product Ecosystem

Bring employer benefits into each employee's retirement plan

Employers can incorporate benefits, retirement plans, HSA options, protection programs, payroll education, and approved resources...

Platform Capabilities

Financial Picture
AI Planning Assistant
Connected Accounts
Retirement Projection
Scenario Planning

Next Conversation

Bring retirement confidence to your workforce.

Schedule a demo to see how a branded employee experience can help people understand where they stand and which planning...