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Retiremap

Founded 2006
San Ramon, CA

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Programs Offered

  • Financial Wellness


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Retiremap

Retiremap is a research-backed financial wellness program, designed with Duke University and renowned professor and NY Times bestselling author Dan Ariely, to coach employees one step at a time on achieving their financial goals.

Recent research reinforces what many HR professionals already know, that the impact of financial education programs on employee behavior is close to zero (1). Instead of educating employees, employers need a program that takes the complexity of financial decision-making, breaks it into actionable components, and coaches them on taking one step at a time. By involving a financial advisor following Retiremap’s research-backed methodology, the program takes advantage of two behavioral strategies that nearly all other financial wellness programs are missing: accountability and confidence-building.

Retiremap’s real-time reporting dashboards measure employee behavior change in the financial wellness program by documenting new employer benefits utilized, as well as goals accomplished, Genius Points earned and advisor coaching sessions completed.

(1) Fernandes, D., Lynch Jr, J. G., & Netemeyer, R. G. (2014). Financial literacy, financial education, and downstream financial behaviors. Management Science,60(8), 1861-1883.

Value Proposition

Retiremap uniquely combines a real person already serving your employees with an automated process and behaviorally based messages to get employees making healthier financial decisions. Based on the product collaboration with Duke University, Retiremap’s engaging process, behavioral scripts and workflow automation means that every employee gets a personal coach to help them achieve their goals. Retiremap’s underlying technology makes personalized financial coaching both more affordable and more impactful than other programs. Additionally, Retiremap’s proprietary personalized coaching tracks remove the complexity from financial decision-making and guide employees step-by-step towards achieving their financial goals.