Page 13 - DCAC November 2023 Files

THE REMOTIV PLATFORM: THE SAN MATEO COUNTY EXPERIENCE
THE REMOTIV PLATFORM: THE SAN MATEO COUNTY EXPERIENCE

Employee Retirement Readiness Reports Employer Plan Level Reporting

Personalized reports that are custom Annual report to provide key insights on

made for San Mateo County to include total participant retirement readiness

SamCera projections printed and mailed
annually Analyzes the impact of Remotiv services

and identifies opportunities for custom

Empowers people because of the easy- messaging across generational,

to-grasp and easy-to-use Action Plan compensatory, and participatory trends

Allows employees to plan for retirement Independent plan level reporting

without loading data, using digital tools, enhances fiduciary governance
or meeting with a financial representative

Pre-populated Personalized Custom Targeted Proactive Reports Conflict-Free:

employee data Savings Plan messaging for San meet people We don’t sell

including and Advice. Mateo County. where they are. anything.

SamCera.

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