Brief: TIAA partners with non-profits to educate employees about retirement plans, addressing the confusion caused by scattered documents and minimal guidance. This project aimed to create an interactive tool that simplifies retirement plan selection, potentially serving as a template for other TIAA clients.
Solution: An interactive retirement tool was created and is currently hosted on the University of Rochester’s retirement benefits page of their website.Featuring a virtual retirement counselor named Andy, the tool guides users through retirement investing basics and includes a self-assessment quiz to recommend suitable plans.
Process:
- User Flow: Analyzed existing resources and created a user journey map to define navigation.
- Wireframing: Produced a clickable wireframe using icons and temporary visuals.
- Usability Testing: Conducted informal testing sessions with participants using the prototype.
- Design: Collaborated with University of Rochester partners to refine the user flow, designs, and audio script.
