Retirement as Clear as a Crystal Ball
We partnered with the bank in hopes of portraying retirement in a visual way as something tangible and achievable.
After months of research, collaboration, testing, and integrating the bank’s complex algorithms, we created the Interactive Retirement Income Estimator — a custom digital experience.
Available in desktop and mobile formats, the new interactive retirement income estimator provides a simple, intuitive way to interact with different retirement variables. Plan participants can easily adjust key factors like contribution rates, income replacement levels, or retirement age.
As the user modifies each of these factors, the full view of their retirement projection updates in real time, providing a clear indication of the next steps to plan for retirement. For true customization, plan participants can estimate annual rates of return and see the impact of social security benefits with their retirement. The interactive interface also includes real-time gap analysis, alternative saving scenarios, and quick links and definitions to help educate and prompt customers to act.