Page 15 - DCAC November 2023 Files

EMPLOYEE REPORTS: A DEEPER DIVE
EMPLOYEE REPORTS: A DEEPER DIVE

Remotiv delivers personalized retirement readiness reports customized

for San Mateo with targeted, dynamic messaging

Provides individuals with a clear picture of where they are currently

and identifies any potential gaps in their retirement readiness

Branding and language specific to San Mateo for familiarity

Doesn't require digital tool for engagement

Personalized guidance without the need for confusing questions
and financial jargon

Easy-to-grasp and easy-to-use

Proactively provide monthly retirement income estimates

Empower Retirement Plan

Social Security Benefit

SamCera Projections

Employees can also add IRAs and other income sources including

employer retirement plans

Advice on reports is provided in absolute effort to help employee

Independence enables impartiality and freedom from conflict of

interest

1 3
1