A recent independent client satisfaction survey of 2,000 + AIG Retirement Services plan participants reveals the majority are highly satisfied with our financial advisors.
The value of AIG Retirement Services financial advisors.
AIG Retirement Services plan participant survey outcomes.
Of those who engaged with our advisors:
Survey results show that plan participants get the most value from:
Having their best interests in mind
There are benefits of having a managed account service available in the plan.
agree having a managed account option provides them with confidence in their investment portfolio
view their advisor as the primary resource for financial education and guidance
are likely to increase their contributions due to interaction with their advisor
Impact of one-on-one interactions with our advisors
of those who made changes:
Participant engagement preferences
of those who engaged with our advisors:
There are benefits to having a financial advisor during COVID-19.
are satisfied overall; 76% are very satisfied
agree our advisors are a valuable resource in making financial decisions; 72% strongly agree
agree the guidance has helped them manage through uncertainty; 69% strongly agree
agree meeting virtually is
effective; 68% very effective
* Note that in-person meetings occurred at the beginning of 2020 prior to COVID-19 lockdowns.
We are here to help.
Research continues to show financial advisors help drive better retirement outcomes for participants who work with them. This study sheds new light on the value of AIG Retirement Services financial advisors, validating existing research. Our goal is to work with you to help participants take action so they are motivated, proud and confident in their future.
Source: Based on an online survey of 2,000+ AIG Retirement Services participants with an account balance of at least $50,000, and who were in contact with their AIG Retirement Services financial advisor in 2020. The research was conducted from July 28 through August 7, 2020, by Chatham Partners.
The information contained in this document includes results conducted by an independent third-party, Chatham Partners, and should not be construed as providing advice and/or the sale, offer or solicitation of securities. Survey responses are not for client use and are not intended or offered for the purpose of client testimonials. AIG Retirement Services represents AIG member companies — The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO). All are members of American International Group, Inc. (AIG).
© American International Group, Inc. All rights reserved.
VC 31537 (12/2020) J530302 ER
For Plan Sponsor Use Only. Not for Public Distribution.
prefer virtual + in-person meetings in the future
contributions are invested
Created or reviewed plan
Felt comfortable with choices
How participants felt about their retirement savings after the interaction:
67% spoke via phone
42% met in person*
34% via email
15% via video