Retirement Planning Tool and Retirement Literacy Knowledge Repository System

The Vendor is required to provide the following two products: (1) Retirement Planning Tool and (2) Retirement Literacy Knowledge Repository.
- Retirement Planning Tool will enable users to model retirement scenarios, income sources, expenses, and outcomes using configurable, guided workflows that support both novice and experienced planning tool users, with the ability to introduce more complex concepts as needed.
- Corporation authenticated, integrated and personalized experience for members next year. Promotion will be focused on the portion of active members that are nearing or already eligible to retire.
- Retirement Literacy Knowledge Repository will provide curated, searchable educational, jurisdictionally relevant, regularly updated content that can be targeted by audience, life stage, and topic to support informed retirement decision-making.
- The product should support targeted and segmented content delivery based on audience, life stage, and topic to ensure relevance and accessibility across diverse member groups. The solution should provide a flexible, user-friendly content experience, including support for multiple content formats (e.g. articles, videos, interactive, modules, courses, infographics) and strong findability features (e.g., search, filtering, tagging, and recommended content).
- The product should include robust content management and governance capabilities, to create, manage, review, publish, and maintain content with appropriate workflows, version control, and lifecycle management.
- The product should provide analytics and integration capabilities, including reporting on usage and effectiveness, and the ability to embed or integrate content within existing digital channels and related tools; Proponents should clearly identify out-of-the-box, configurable, and custom capabilities.