MyRetirementPlan.ai for Benefits Companies
Turn benefits administration into a guided future-planning experience.
Give employers and participants a white-labeled app that helps people understand benefits, retirement readiness, protection choices, and follow-up items.
Built for
Participants
Year-round value
Participant action
Employer proof
App Preview
Retirement Horizon
Model timing, income, and withdrawal choices with clearer long-range visibility.
Branded Experience
Beyond Enrollment: A Planning Benefit for Participants
The benefits company is giving employer clients a branded planning tool participants can use...
What Participants See
Participants understand what to do
They can see how benefit choices affect retirement, protection, cash flow, and family...
Employers get a stronger benefits story
The app helps benefits partners deliver a visible, caring experience that supports...
Why Benefits Companies Care
Value extends year-round
A planning app gives participants a reason to engage with benefits beyond open...
Partner differentiation improves
White-labeled financial tools help benefits companies bring a more complete solution...
White Label + Trust
White-labeled for the benefits partner or employer client
The experience can carry the benefits company brand, an employer client's brand, or a co-branded setup with...
Privacy and security for benefits ecosystems
Product Ecosystem
Turn benefit products into a connected participant experience
Benefits companies can incorporate retirement plans, health savings accounts, voluntary benefits, protection products, enrollment...
Platform Capabilities
MyRetirementPlan.ai is operated by MyRetirementPlan.ai, Inc.
Informational and educational purposes only. MyRetirementPlan.ai is financial technology software and does not provide financial, investment, tax, legal, insurance, fiduciary, broker-dealer, or advisory services. It does not guarantee investment performance, retirement income, savings results, tax outcomes, legal outcomes, insurance suitability, or any specific financial result.
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