NewRetirement

NewRetirement (now rebranded as Boldin) is a digital-first financial planning platform that delivers collaborative retirement planning tools to consumers, enterprises, and financial advisors. Built on AI technology, its comprehensive planning and modeling engine considers thousands of scenarios for holistic accumulation and decumulation planning at scale — covering income, taxes, real estate, debt, Social Security, healthcare, and more. The platform provides strategic outreach to plan participants, improving employee satisfaction for plan sponsors and helping financial service organizations retain assets and drive revenue. Voted best retirement solution by both Forbes and AAII.