NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals.

Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue for products and services. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).