Frequently Asked Questions

General

Do I have to access to NewRetirement through my Thrivent account?

No, you will only have access to NewRetirement directly at https://thrivent.newretirement.com – remember to bookmark the URL.

What happens to the data I’ve entered into the NewRetirement platform?

The data you enter into the NewRetirement platform is stored and managed within NewRetirement, not Thrivent. It is used to provide modeling capabilities and recommendations for how best to manage your finances.

Does Thrivent have access to my data within the NewRetirement platform?

Thrivent does not have access to your data within the NewRetirement platform.

About NewRetirement

Why is Thrivent offering NewRetirement?

Thrivent knows the path to financial wellness is personal. It’s about figuring out what will work for you by learning about where you are now and where you want to be in the future. NewRetirement’s planner will help you along your journey to financial independence.

Who is NewRetirement?

NewRetirement’s mission is to help people gain confidence and achieve financial independence so they can make the most of their money and time. NewRetirement is used by millions of individuals and deployed through business partners like Nationwide, American Fidelity, and others.

Individuals are managing plans with over $200 billion in assets
5M+ people using NewRetirement widgets and planning solutions

What is available to me on the NewRetirement platform?

NewRetirement is a financial wellness and planning platform designed to deliver a personalized experience that helps people improve financial literacy and make good financial decisions. It provides access to:

Financial wellness content
Directional guidance
Built-in digital coach
Tools like the Simple Retirement Calculator and NewRetirement Planner
In-depth finance classes
Live Ask Me Anything (AMA) monthly events

How does NewRetirement ensure the security of my personal information?

NewRetirement takes your security and privacy as seriously as you do. We employ best practice security measures throughout our platform to ensure all of your information remains secure. Please review our Privacy Policy for more information.

Are there any fees associated with my NewRetirement PlannerPlus account?

If you created your NewRetirement account during a promotion, you are encouraged to continue using your free access to PlannerPlus for the remainder of the promotional term, free of charge. Upon expiration, you will have the option to continue your PlannerPlus account access at your own expense or downgrade to the basic version of NewRetirement at no additional cost.

Is financial advice included in my NewRetirement account?

Through your NewRetirement Basic and PlannerPlus account, Thrivent provides direct access to their licensed financial advisors. In a 1:1 session a Thrivent financial advisor can help you review your retirement goals and adjust your plan.

Can I integrate my personal accounts with NewRetirement?

You can manually enter your personal account information or opt to link third-party accounts.

Can scenarios modeled in the NewRetirement platform be saved or exported for future reference?

Yes, in addition to your baseline plan, scenario modeling is an important part of the platform. Here is a guide to get started, a video walkthrough and a list of the types of scenarios you can model.

Can I use the NewRetirement planner with a personal financial advisor I already partner with?

You are welcome to share your plan with your personal financial advisor. We make it easy for you to download and print your plan. Here is a short how-to video about how to do this.

How do I share my financial plan with other family members?

Our planner allows you to enter spousal information to have a joint view of your financial plan. You can also opt to download a copy to share or review with family members.