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Employee contributions 

An employee may defer immediately upon employment unless excluded from the plan. The following are excluded from the plan: 

  • Employees who work less than 20 hours per week
  • Employees who are members of a collective bargaining agreement 

Employer contributions

Participation in the employer contributions is open to all eligible employees who have met the following requirements:

  • Attained age 21
  • Completed 1 year of service, as defined by the plan. 

Starting early has its advantages 

Contributions  

Through payroll deduction, your plan allows you to make pre-tax contributions up to the maximum allowed by the Internal Revenue Code. An Internal Revenue Service (IRS) dollar limit also applies.

2025 contribution limit

Your contribution limit for 2025 is $23,500.

Rollovers or transfers

If you have an existing qualified retirement plan (pre-tax) or 403(b) tax deferred arrangement account with a prior employer, you can transfer or roll over that account into the plan on becoming a participant in the plan.   

Important considerations before deciding to move funds either into or out of a Corebridge Retirement Services account
There are many things to consider. For starters, you will want to carefully review and compare your existing account and the new account, including: fees and charges; guarantees and benefits; and, any limitations under either of the accounts. Also, you will want to know whether a surrender of your current account could result in charges. Your financial professional can help you review these and other important considerations. Consult a tax professional before making a decision to move funds either into or out of a Corebridge account.

Catch-up contributions 

You may be able to contribute up to an additional:

2025 catch - up contributions

An additional $7,500 if you are age 50 or older.

Stop or change contributions  

You may stop your contributions anytime. Once you discontinue contributions, you may only start again as provided under the terms of the plan. 

You can increase or decrease the amount of your contributions anytime.

Vesting 

Vesting is a participant’s right of ownership to the money in his or her plan account. You are always 100% vested in employee contributions, employer contributions and rollover contributions, plus any earnings they generate.

Accessing your money

Money may be withdrawn from the plan in these events:

  • Attainment of age 59½
  • Death
  • Disability
  • Severance from employment
  • Financial hardship (Hardship withdrawals may be made from salary reduction contributions only, not from earnings on those contributions.) 

Income taxes are payable upon withdrawal. Federal restrictions and a 10% federal early withdrawal penalty may appear if taken before age 59½. Be sure to talk with your tax advisor before withdrawing any money from your plan account.

In addition, the Internal Revenue Service (IRS) requires you to take Required Minimum Distribution (RMD) withdrawals from your retirement account(s) annually beginning the year you reach the RMD eligible age. RMD eligible age is:

  • Age 73 if you were born January 1, 1951, or later (The RMD eligible age will increase to age 75 after December 31, 2032)
  • Age 72 if you were born after June 30, 1949, and before January 1, 1951 (For individuals turning age 72 in 2023, no RMD payment is required in 2023)
  • Age 70 ½ if you were born before July 1, 1949.

A 1281707 (10/2023)