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In focus: Meet our market segment practice leads

At Corebridge Financial, our practice leads specialize in K-12, Government, Healthcare, Higher Education and Religious, Charitable and Cultural organizations.

With a combined 75 years of experience in our core market segments, hear about their insights and explore our thought leadership content.

K-12

Andy Jerdal
SVP, K-12 Market
Andy.jerdal@corebridgefinancial.com
 

Andy joined Corebridge Financial in 2000 as a financial advisor. He built his career on his passion for helping educators reach their retirement goals. As the Practice Lead for the K-12 market, he partners with school districts to create a best-in-class experience for educators. In his spare time, he plays golf. Andy attributes his natural rapport with K-12 teachers to being the son of a high school chemistry teacher who led by example when it came to saving and investing for retirement.


Connect with Andy

Insights from Andy

In this interview, learn how Corebridge Financial is helping school systems to modernize their retirement plans.

Listen to Andy's interview highlights
Listen to Andy's full interview

Q & A with Andy

Learn about impactful trends, advice for plan sponsors and participants, and the role that Corebridge plays in moving financial futures forward for K-12 employees.

Review Andy's Q & A flyer

Modernize your K-12 retirement plan with vendor consolidation

Offering a comprehensive benefits plan with a straightforward, easy-to-navigate retirement plan program can help school districts recruit and retain top educators. Moving from a multi-vendor program to a limited or single-vendor program is an important step to achieving this goal.

Explore the K-12 paper

K-12 vendor consolidation how-to guide

Reducing the number of retirement plan vendors is proving to be an effective approach for many K-12 public school districts looking to reduce costs, achieve efficiencies, improve participant engagement, and attract and retain talent.

Read the K-12 consolidation how-to guide

K-12 participant engagement how-to guide

Although many K-12 districts are facing what may be the largest teacher shortage in recent history—creating challenges with recruiting and retention—a well-executed retirement plan can help employers compete, even stand out, as a destination where educators want to work and plan for their future.

Read the K-12 engagement how-to guide


 

Government

Amy Heyel
SVP, Government Market
Amy.heyel@corebridgefinancial.com
 

Amy joined Corebridge Financial as the Practice Lead for Government Markets in 2022. Amy has over 30 years’ experience in the financial services industry split evenly between consulting and recordkeeping. As a consultant, she worked with both defined benefit and defined contribution plan sponsors in the public, Taft-Hartley and private sectors. In recordkeeping, she oversaw sales and client relationships for the eastern region at Empower Retirement. Most recently, Amy served as the National Practice Leader for Government Markets at Voya Financial. 

 

She serves on the NAGDCA Industry Board and has been an industry member of both the NASRA and NAST organizations. Amy also serves on the College of Charleston Foundation Board and is past chair of its Governance and Audit Committees. Amy discovered that strategic guidance on plan design and focusing on benchmarking outcomes had a real impact on the ability for savers to meet their goals.

Connect with Amy

Insights from Amy

In this interview, learn how data sharing, analytics and benchmarking are key pillars for administering government retirement plans.

Listen to Amy's interview highlights
Listen to Amy's full interview

Q & A with Amy

Learn about impactful trends, advice for plan sponsors and participants, and the role that Corebridge plays in moving financial futures forward for government employees.

Review Amy's Q & A flyer

Engaging employees through education and outreach

For many years, defined benefit (DB) plans—also known as pension plans—have had a significant part in attracting people to government work. And while pensions still exist, they have changed, largely in response to budget pressures and plan reforms. Getting more employees to enroll in the DC plan and increase contributions over time is key to retirement preparedness.

Explore the government paper

Government plan engagement how-to guide

A focused engagement strategy is critical for helping government employees understand how to use their retirement plan to build a more secure financial future. This guide offers strategies to help plan sponsors motivate employees to get and stay involved in their retirement planning journey.

Read the government how-to guide


 

Healthcare

Jennifer Yellott
SVP, Healthcare Market
Jennifer.yellott@corebridgefinancial.com

 

Jennifer joined Corebridge Financial as the Practice Lead for Healthcare Markets in 2022. Jennifer has over 20 years’ defined contribution plan experience, primarily in 403(b) and 401(k) markets. Jennifer has focused her career in sales, and has also worked in implementation and pricing, resulting in a holistic view of the recordkeeping marketspace. Jennifer spent the first 11 years of her career at Empower in various roles, including leading the National Accounts Internal Sales team. Most recently, she spent four years at Nationwide, where she led the initiative to enter into the mid-to-large ERISA plan market. Jennifer believes that providing solutions to meet the needs of plan sponsors and their employees is honorable, very positive work, and serving the nonprofit market is her passion.

 

Connect with Jennifer

Insights from Jennifer

In this interview, learn how plan design, payroll files and data points are key in effectively administering your plan.

Listen to Jennifer's interview highlights
Listen to Jennifer's full interview

Q & A with Jennifer

Learn about impactful trends, advice for plan sponsors and participants, and the role that Corebridge plays in moving financial futures forward for healthcare employees.

Review Jennifer's Q & A flyer

Solving the nurse staffing dilemma—how retirement plans can help

Fostering a work environment where nurses feel emotionally and financially supported can go a long way toward minimizing stress, easing burnout, and reducing turnover. Employers who find ways to address these challenges may be better positioned as a best-in-class employer who can attract and retain their nursing talent.

Explore the healthcare paper

How to unlock the full potential of your healthcare retirement plan

With healthcare systems struggling to attract and retain nurses and other workers, a well-executed retirement plan can help employers stand out and become a desired place where people want to work and plan for their future.

Read the healthcare how-to guide


 

Public sector research

Serving those who serve our communities—Helping public sector workers achieve retirement readiness

For many years, defined benefit plans—also known as pension plans—have had a significant role in providing retirement income for workers in public service fields, such as education, healthcare, government and nonprofit. While they still exist for some, the landscape is changing—for these employees, relying on their own savings is taking lead in preparing for retirement.

Explore the research paper

Action is everything.

At Corebridge Financial,  we believe everyone deserves financial security. Every day, we work hard to make it possible for more people to take action in their financial lives—because action is the bridge from planning to outcomes, from today’s financial needs to tomorrow’s aspirations.

Learn more today!

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RO# 4089666 (11/2024)