Benefit-Max

What it does

People are poor savers and do not save for retirement. Benefit-Max empowers employees to save big (often over $10K/year) during the current year and get on a pathway to get to $1Million or more by age 65 - by taking optimal steps during open enrollment. Often a few hundred dollars per paycheck is all that is required. Concepts used: embeddings(search and answer questions), function calling(to external APIs), langchain graphs, agentic design patterns, context caching, document processing, system instructions(persona), fine tuning(some),