Skip to main content

Unsupported Browser Detected

Internet Explorer is not fully compatible with the features of this website. For the best possible experience, please switch to Chrome or Firefox. Click each to download if needed.

You are: individual

Financial Professional

I’m an individual or investor looking to take action to help secure my financial future.

I want to tackle the retirement and protection needs of individuals.

I want to learn more about your employer plan solutions and technology.

I want to log in to my account or learn more about retirement planning and enrolling.

Hello

I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

No Yes
Hello

I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

Yes No

PLAN SPONSOR TOOLKIT

Back to School

The start of a new school year is a great time to connect with your newly hired or existing K-12 employees and motivate them to take action toward their financial goals.

Use the materials below to emphasize that starting today is crucial for building a successful financial tomorrow. Encourage employees to lay the groundwork for success by enrolling in their workplace retirement plan, increasing contributions or meeting with a financial professional.

Welcome Back email

As your school staff members return to the classroom, use this email to remind them that it takes action now to achieve the retirement lifestyle they want later.

  • Email includes links to the new Welcome Back video, enrollment page and the account sign-in page.
  • Use our step-by-step guide to easily distribute this email.
Download Welcome Back email


 


Promote it

Download any of the resources below for use on your intranet site or website to encourage employees to take action for their future … it matters.

Use this video as a link in an email or post it to an intranet site to provide valuable guidance to employees about their retirement contributions and enrollment. 

 

Welcome Back video

Remind educators that a new school year is a great time to take action today by enrolling or increasing contributions to achieve specific retirement goals. This short video also encourages meeting with a financial professional.

  •  Video links to corebridgefinancial.com/retire
Download Welcome Back video

Share these banners on your intranet site or include them in a newsletter to encourage employees to enroll, increase contributions or check out FutureFIT University.

Welcome Back banner

Link your employees to the Welcome Back video referenced above to encourage them to take action. Add this banner to your intranet site or include it in a newsletter to spread awareness.

Download Welcome Back banner

FutureFIT University banner

FutureFIT University offers short, interactive learning modules on a wide variety of financial topics. Employees have access to short modules (5-10 minutes each) to work on improving their financial savvy quickly and easily at their convenience.

  • The modules are organized into “playlists” on a topic area, including financial basics, buying a home, paying for college and planning for retirement
  • Banner links employees to FutureFIT University.
Download FutureFIT University banner

Use these materials to encourage employees to make informed decisions about their retirement plan. There are two versions available: Corebridge branded (with logo) and non-branded (without logo). 

Enroll now flyer

Encourage participants and prospects to take action now and make a difference in the long run. This flyer demonstrates how much more can be saved over time when they start early.

Download Enroll now flyer (Corebridge branded)
Download Enroll now flyer (non-branded)

Take action flyer

Remind all school employees that the steps they take today will matter down the road. This flyer encourages action by enrolling, increasing contributions, taking a wellness check, attending a webinar or visiting FutureFIT University.

Download Take action flyer (Corebridge branded)
Download Take action flyer (non-branded)

Pay cycle flyer

Show employees how easily their payroll deductions can add up over time. This flyer includes a comprehensive chart that compares out-of-pocket costs to potential account values over several years.

Download Pay cycle flyer (Corebridge branded)
Download Pay cycle flyer (non-branded)

Share these articles on your intranet site or via email to help educate employees about the benefits of enrollment and how they can reach their financial goals.

Small money moves that make a large impact

Five simple steps can help put your employees on the path to a more financially secure future — no matter what obstacles life may throw their way.

Download Money moves article

How to set financial goals

Use this article to explain how to set short-, medium- and long-term goals and how to work systematically to achieve them.

Download Financial goals article

How a financial professional can help you meet your money goals

Let employees know how asking for the right kind of input from a professional can help define goals and map a financial path to success.

Download Meet goals article

Should you save for retirement or pay off student loans?

Both saving for retirement and paying off student loans are critical to advancing one's financial future. And the good news is your employees don't have to choose one or the other.

Download Save or pay off article

For You

Additional tools designed especially for you as you gear up to help employees plan for retirement in the new school year.

Communication & Education Partnership Plan

Meet with your Corebridge Financial representative to develop a plan of action for the school year. We can schedule in-person or virtual events to support all employees in attaining financial wellness.

Download C&E Partnership Plan

Case Study - Increased engagement

A plan that promotes action makes it easier to engage with employees. This case study highlights the impact of targeted initiatives on retirement readiness and financial wellness among employees.

Download Case Study

Questions?

Contact your Corebridge Financial representative.

RO# 3780204 (8/2024)