Every retirement plan advisor knows the feeling.
You spend hours researching a prospect’s plan, analyzing filings, reviewing participant data, preparing personalized outreach, and planning the perfect first conversation—before you’ve even spoken to a decision maker.
That’s not why you became an advisor.
That’s why we built the 401(k) AI Agent.
Powered by RiXtrema’s proprietary 401(k) Large Language Model, this isn’t another generic AI assistant trained on the public internet. It’s purpose-built for retirement plan advisors, trained on retirement plan data, fiduciary principles, ERISA best practices, and industry-specific expertise.
The result is something generic AI simply can’t deliver.
Personalized outreach built on real intelligence
Every email begins with research—not guesswork.
The AI Agent analyzes retirement plans, identifies opportunities, evaluates plan strengths and weaknesses, and crafts personalized outreach that reflects genuine expertise. No recycled templates. No superficial personalization. Every message demonstrates an understanding of the prospect’s business before the first conversation even begins.
Prospecting that works while you focus on clients
With a single click, the AI Agent launches automated calling, recognizes voicemail, leaves messages in your own voice, and moves seamlessly to the next prospect.
What once consumed five or six exhausting hours can now be accomplished in about one focused hour—freeing you to spend your energy where it creates the greatest value: speaking with qualified decision makers.
Expert guidance when every conversation matters
When a prospect asks a difficult question, the AI Agent becomes your real-time strategist.
Teleprompter-style recommendations, built on retirement plan expertise and proven sales methodologies, help you respond with confidence, precision, and credibility—exactly when it matters most.
Built on technology no generic AI can match
Behind the scenes, we combine Replit for orchestration, VAPI for voice automation, and ElevenLabs for natural voice cloning.
But the real competitive advantage is RiXtrema’s proprietary 401(k) LLM—an AI model built exclusively for the retirement plan industry. Unlike generic models, it understands plan design, fiduciary responsibilities, compliance considerations, and advisor workflows at a professional level.
The outcome is transformational.
Instead of spending your days researching, dialing, and repeating manual tasks, you scale personalized outreach without sacrificing quality, expertise, or trust. The AI handles the heavy lifting—so every conversation begins with you positioned exactly where you belong: as the expert.
