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Retirement literacy

Beta

Explains retirement concepts, contribution questions, planning vocabulary, and advisor discussion prompts.

Verified - retirement literacy review

Run in dashboardView plansAPI reference

Example prompts

  • Explain retirement account basics.
  • Prepare questions for a financial advisor.
  • Summarize retirement planning terms.

Limitations

  • Does not provide investment advice.
  • Retirement decisions require qualified advice.

What “verified” means

Every catalog agent passes an internal release review: capability checks, safety guardrails, regression prompts, and telemetry baselines. Partner-specific certifications (e.g. legal or clinical reviewers) are called out on individual cards where they apply. Verified does not replace your own compliance review for regulated use cases.

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