Your Retirement Plan on Autopilot
Set it once, then relax—we'll proactively keep you on track with timely reminders and optimization suggestions
Life changes. Markets fluctuate. Traditional retirement plans gather dust. Our Smart Reminders system actively monitors your situation and nudges you when action is needed—whether that's a quarterly review, a life event adjustment, or a market-driven opportunity. You set your plan, we make sure it stays current.
Key Features
Quarterly Check-Ins
Every 3 months, we review your progress and send a personalized update. No action needed if you're on track—just peace of mind. If adjustments are recommended, we explain why in plain English.
Adjust to Life Events
Got married? New baby? Changed jobs? Bought a house? When major life events happen, we help you create updated models and projections through guided conversations that reflect your new reality.
Market Volatility Alerts
When markets drop or spike, we send context—not panic. Our AI explains what it means for your specific plan and whether you should adjust or stay the course.
Optimization Opportunities
Discovered you can increase your 401(k) contribution? New tax law affects your Roth strategy? We proactively identify ways to improve your plan and explain the impact.
Deadline Reminders
Never miss important dates: contribution deadlines, required minimum distributions, Social Security claiming windows, or annual reviews. We remind you weeks in advance.
Customizable Frequency
Want monthly updates or prefer minimal contact? Set your reminder preferences. We adapt to how hands-on or hands-off you want to be.
Why It Matters
Stay current without constant vigilance—we watch your plan for you
Never miss critical financial deadlines or optimization opportunities
Understand market events in the context of your specific retirement plan
Adapt your plan quickly when life changes, with guided AI assistance
Receive actionable insights, not overwhelming data dumps
Choose your engagement level—from minimal nudges to detailed monthly reports
How You'll Use It
The Quarterly Review
It's been 3 months since your last check-in. We've monitored your accounts, tracked your contributions, and noticed you're 2% ahead of target thanks to strong market performance. Our reminder includes a one-paragraph summary and a simple question: "Your plan is on track. Want to increase your monthly spending in retirement from $5,000 to $5,200 since you have extra cushion?" One click confirms or declines. No spreadsheet needed.
Job Change Alert
Your income increased 15% with your new job. You tell us about the change and we guide you through updating your plan: "Congrats on the new role! Let's update your retirement plan." The AI asks 3 quick questions about your new 401(k), employer match, and income. In 5 minutes, your plan is recalculated with new projections and contribution recommendations.
Market Drop Response
The market just dropped 12%. Everyone is panicking. You get our reminder: "Markets are down, but your retirement plan is designed for this. Your current strategy assumes several 20%+ drops between now and retirement. Stay the course—or reply if you want to discuss adjustments." It's reassuring, contextual, and prevents emotional decisions. If you reply, our AI walks you through what the drop really means for your timeline.
Contribution Limit Increase
The IRS just increased 401(k) contribution limits by $500. You get a reminder: "You can now contribute $500 more annually to your 401(k). Increasing your contribution would move your retirement date from 66.5 to 66.2 years. Want to adjust?" We explain the exact impact, make it easy to act, and you never had to track IRS announcements.
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