✨ NewRetirement is now Boldin, your financial confidence platform

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Employers

Increase financial wellness, boost engagement, and drive productivity

Boldin helps employers deliver user-friendly financial wellness tools that make financial planning easier for employees, boosting their confidence and keeping increasing engagement with benefits and retirement plans. All at a fraction of the cost of traditional in-person planning services.

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Financial planning that is independent and aligned with employee and employer goals

  • Lower financial stress levels and absenteeism
  • Improve improve participation and benefit engagement
  • Improve financial literacy
  • Increase plan contributions

Guiding 250,000 employees to financial confidence

To help their employees live a healthy financial life, a Fortune 500 Employer and top 100 pension plan provider invested in Boldin to bridge the financial wellness gap in their benefits platform.

With the launch of PlannerPlus they were able to quickly scale digital-first financial planning across their company including their retired workforce; encouraging members to keep dollars in their savings plans.

They saw a dramatic increase in engagement and financial literary with the launch of monthly onboarding sessions.

Participant feedback

Participant feedback

“The job Boldin has done with linking into the system is outstanding. I love how it captures all aspects of the income, and the employer match, and their separate contribution, etc.”

Reduce plan administration costs through higher asset retention

  • Boldin’s platform helps workers make informed decisions to optimize savings and withdrawals.
  • People are likely to stick with your plan when they have the tools to make smart decisions. More assets lead to reduced administrative fees.
  • When employees understand their complete retirement picture, they retire confidently on schedule – creating advancement opportunities throughout your organization.

Why financial wellness matters

Financial stress impacts productivity, morale, and retention. Boldin helps you turn this around with tools that address employees’ real-world financial challenges.

77%

of employees worry about their finances

54%

believe they’ll have to delay retirement due to inadequate savings

Six out of ten

workers
say they do not know enough
about retirement investing

Provide easy to use financial tools

  • Interactive budgeting and savings calculators
  • Users can add their own savings and debts to get a full picture of retirement
  • Insights personalized to their portfolio
  • Tools to model the financial impact of major life events
  • Ongoing education and support

Enhance your offering with Boldin

Let’s talk about how Boldin can support your business

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© 2025 NewRetirement, Inc. d/b/a Boldin All rights reserved.

Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.