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JUST RELEASED - EVERY DOLLAR COUNTS Research DOWNLOAD NOW
retireSAVVI
Most retirement tools help participants save for retirement. RetireSAVVI helps them figure out how to turn those savings into income they can actually live on.
RetireSAVVI delivers personalized retirement income guidance that models taxes, Social Security timing, withdrawal strategies, healthcare costs, and multiple income sources, helping participants build a more sustainable retirement paycheck with greater confidence.
RetireSAVVI is powered by SAVVI Decision Intelligence, delivering scalable retirement income guidance built on more than a decade of helping people make smarter financial decisions.
of Americans feel behind on retirement savings12
lack confidence in reaching their retirement goals12
are saving less for retirement than a year ago12
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are uncertain how to generate income in retirement13
employees is unsure whether they’re on track for retirement11
of Americans feel behind on retirement savings12
lack confidence in reaching their retirement goals12
are saving less for retirement than a year ago12
are uncertain how to generate income in retirement13
employees is unsure whether they’re on track for retirement11
Most retirement platforms provide balances, projections, and calculators. Few provide personalized guidance on how to create retirement income that can last. RetireSAVVI helps participants navigate one of the most important financial transitions of their lives by delivering personalized retirement income guidance at scale, while helping retirement providers improve engagement, participant outcomes, and asset retention.
Learn more about the SAVVI difference:
Extends personalized retirement income guidance across the entire participant population.
Provides meaningful retirement planning without lengthy questionnaires, reducing friction and increasing engagement.
Calculates personalized retirement income strategies by evaluating taxes, Social Security claiming decisions, withdrawal sequencing, spending needs, and retirement timing.
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Provides a complete picture of household finances, including retirement accounts, assets, liabilities, income sources, and spending needs, creating a foundation for smarter retirement decisions.
Builds a personalized retirement paycheck by modeling Social Security, retirement accounts, pensions, taxes, and other income sources.
Shows how long retirement assets may last under different market, spending, and retirement scenarios, helping participants understand long-term tradeoffs.
Allows participants to test different retirement goals, ages, savings rates, spending assumptions, and lifestyle choices while receiving actionable recommendations to improve outcomes.
Creates an optimized retirement withdrawal strategy across Social Security, pensions, retirement accounts, and other income sources to build a personalized retirement paycheck.
Get started fast! Deploy as a separate offering alongside your current services.
Streamline the experience and integrate SAVVI engine for a more holistic experience.
Embed SAVVI engine directly into your platform for a seamless user experience.
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This partnership with SAVVI represents a big step forward in how we support VOYA retirement participants. SAVVI's innovative technology and behavioral insights will help individuals plan, prepare, and retire with confidence.
President, VOYA Financial
More working Americans are turning to their employers for help when it comes to their financial wellness goals. SAVVI guidance is an important piece that helps bring together our Health Solutions and Wealth Solutions businesses into one seamless customer experience.
CEO, Workplace Solutions, Voya Financial
SAVVI’s financial guidance solutions help me provide benefits experiences not offered by other brokers. Their data-driven insights and personalized solutions are a real game changer.
Senior Account Manager, USI Insurance Services
SAVVI has revolutionized the way we approach employee benefits. The financial guidance for our employees has empowered our employees to make smarter benefit choices. It's been a game-changer for our organization
Vice President, HR Operations, Dynata
Having SelectSmart available during the enrollment process helped me effectively analyze the options available to me and confidently make a selection for my family. It has proven to save me money over time. I would highly recommend utilizing the tool as a second set of eyes.
SelectSmart User
RetireSAVVI is a retirement income guidance solution from SAVVI Financial that helps retirement providers, recordkeepers, and financial platforms deliver personalized retirement income planning at scale. The platform helps participants turn retirement savings into sustainable income by modeling withdrawal strategies, Social Security claiming decisions, taxes, healthcare costs, and other retirement income sources.
RetireSAVVI helps participants understand how to convert retirement savings into a sustainable retirement paycheck. By evaluating retirement accounts, Social Security benefits, pensions, taxes, and spending needs, the platform provides personalized guidance designed to support more informed retirement decisions.
Many participants make critical rollover and withdrawal decisions when transitioning into retirement. RetireSAVVI delivers personalized guidance during these decision points, helping providers maintain engagement, strengthen participant relationships, and reduce unnecessary asset leakage.
Most retirement tools focus on account balances, projections, or generic retirement calculators. RetireSAVVI goes further by providing personalized retirement income guidance powered by optimization technology. SAVVI key differentiators include: 1) Optimization Engine – Evaluates taxes, withdrawal sequencing, Social Security timing, and retirement income strategies. 2) Frictionless Experience – Delivers meaningful guidance without lengthy questionnaires or advisor-led workflows. 3) Scalable Access – Extends personalized guidance across the entire participant population.
retireSAVVI is designed for retirement plan providers, recordkeepers, financial wellness platforms, and benefits organizations seeking to enhance participant retirement outcomes through personalized retirement income guidance.
Yes, retireSAVVI evaluates Social Security claiming decisions as part of a broader retirement income strategy. Participants can compare different retirement scenarios and understand how timing decisions may affect retirement income outcomes.
The SAVVI Financial optimization engine is a decision intelligence platform developed to support complex financial decisions. For more than a decade, it has helped guide over 850,000 employees across benefits, financial wellness, savings, and retirement planning. RetireSAVVI applies this same optimization technology to retirement income planning, helping participants identify personalized strategies based on their unique financial situation.
Retirement decumulation planning is the process of turning accumulated retirement savings into sustainable income throughout retirement. While retirement accumulation focuses on saving and investing, decumulation focuses on how and when assets are withdrawn to support spending needs while managing taxes, market risk, and longevity risk. Sample decumulation decisions include:
RetireSAVVI helps participants navigate these decisions by modeling personalized retirement income strategies and showing how different withdrawal, spending, and retirement timing choices may affect long-term outcomes.
Contact us today to learn how retireSAVVI can enhance your offerings and help your clients retire with confidence.
schedule demo
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At VOYA Financial, we are committed to helping every participant feel confident in their financial future. Partnering with SAVVI Financial allows us to deliver a more personalized approach to retirement, giving individuals the power to turn their savings into a paycheck they can rely on.
Jay Kaduson
Head of Product, Workplace Solutions, VOYA Financial