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Unlock enterprise value by
boosting
financial confidence

Employers

improve employee confidence about benefits engagement and retirement readiness

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Plan Providers

Provide tools and insights to help participants make smarter decisions, increase contributions and achieve retirement readiness sooner.

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Financial Institutions

Quickly deploy a configurable solution to attract new customers and engage and delight your current users

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A solution tailored to your needs

Increase engagement with retirement planning through personalized insights, decumulation strategy, and scenario modeling.

Quick to deploy

Get setup within as little as 90 days.

Co-branded so each touchpoint reflects your brand’s look and feel.

Our planning platform can be branded and customized to give your customers and employees a consistent experience.

Leverage the data

Reporting that helps you gain insights into your users and make smarter business decisions.


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Let’s talk about how Boldin can support your business

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© 2026 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.