✨ NewRetirement is now Boldin, your financial confidence platform

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Plan Providers

Help participants plan smarter, stay longer, and grow their financial futures

Participants want clear, simple ways to prepare and manage their retirement. Boldin provides the tools and insights to help them make smarter decisions and connect them with solutions for better financial outcomes.

For providers this results in a competitive edge by providing in-demand tools that also promote other services and products.

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Win new workplace business

  • Transform your financial planning experience
with an agnostic digital first tool
  • Lower the cost to build, maintain and update technology
  • Regular ongoing enhancements and 
rapid development updates

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Features that close the deal

A Fortune 100 company and top 10 financial services provider replaced its legacy planning tool with Boldin’s financial planning platform, serving over 2 million customers.

After a two-month discovery process, Boldin developed a strategic roadmap with features to guide users in creating personalized financial plans.

The integration allowed users to instantly see their Chance of Success score, boosting engagement with savings strategies. The impact was immediate—within weeks of launch, tool onboarding tripled, revealing strong demand for self-directed financial planning solutions.

Build a bridge from workplace to wealth

  • Participants keep their assets in plan if they have the insights to improve
  • Tailor your wealth management products to customer segments
  • Makes participant plans more effective decumulation vehicles

Scale cutting-edge financial planning technology across clients to help generate more engagement and drive sales

Integrated Solutions

Boldin works within your existing platform to deliver a seamless experience.

Proven Results

Boost participant engagement and keep assets in your plans.

Expert Support

We’re here to guide you every step of the way.

Faster to deploy and cheaper to implement and maintain

  • Analytics to gain insights on user behavior
  • Continuous product development ensures calculations are in sync with tax code and latest retirement vehicles
  • Engage users with the rollout of new product features

Ready to transform your retirement plans?

Let’s talk about how Boldin can support your business.

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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.