LifePath Paycheck®

LifePath Paycheck®

Company
Equitable, BlackRock

Role
UX Designer

Product
Workplace Retirement Income

Context

LifePath Paycheck® is a retirement solution from BlackRock, Equitable, and Brighthouse Financial that helps employees turn workplace savings into guaranteed retirement income.

I led the modernization of the application employees use to enroll in the product. Built on a vendor-controlled platform and shared across three companies, the experience had to be seamless, responsive, and accessible while meeting strict technical, regulatory, and brand requirements.

I evaluated the experience end to end, simplified critical workflows, and created clear design guidance that gave the vendor a path to implementation.

Key contributions

  • Led a cross-functional heuristic review across usability, accessibility, mobile, and visual design
  • Simplified complex address and beneficiary workflows
  • Redesigned components for responsive, touch-friendly, WCAG-compliant use
  • Created an interaction and style guide that helped resolve 100% of identified issues

Diagnostic approach

Heuristic review

I led a cross-functional review of key screens and workflows across usability, accessibility, visual design, and mobile best practices. We combined the team’s ratings and identified 29 issues to address.

14

Critical usability issues

4

Accessibility issues

5

Critical mobile issues

Workflow Redesign

Results

100%

Critical issues resoled

90%

Reduction in completion time

3 screens → 1

Simplified enrollment flow