Plan health is different for every organization. That’s why our new Plan Health Dashboard, available on SponsorFIT , is designed to help you discover and define it on your own terms.
The Plan Health Dashboard
is the next step in evolving
your experience, creating a unique opportunity to develop collaborative strategies that will leverage key insights to better define plan goals and actions.
We look forward to collaborating with you to improve outcomes for your employees’ future.
This material is general in nature, was developed for educational use only, and is not intended to provide financial, legal, fiduciary, accounting or
tax advice, nor is it intended to make any recommendations. Applicable laws and regulations are complex and subject to change. Please consult
with your financial professional regarding your situation. For legal, accounting or tax advice consult the appropriate professional.
Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser.
Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities are distributed by its affiliate, AIG Capital Services, Inc. (ACS), member FINRA.
AIG Retirement Services represents 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).
For Plan Sponsor Use Only.
Not for Public Distribution.
© American International Group, Inc. All rights reserved.
VC 38440 (11/2021) J714107 ER
As a part of your experience, we offer a consultative approach to create a strategy and leverage the plan health dashboard on a day-to-day basis for real-time results and assessment.
Managing plan health online.
Refine reporting metrics
to create a customized
The Plan Health Dashboard allows you to:
Click icons to learn more
We make it easy for you to provide data that will populate your dashboard and give you the insights you need to make decisions.
Set goals and target
actions that can help improve
Track progress and
identify trends within
You will have the option to select from the below metrics* to include on your dashboard.
Financial/Transaction Plan Health
• Enrollments and Active Participation Trend
• Investment Diversification
• Average Participation Rate
• Average Deferral for Plan
• Service Channel Engagement
• Digital Tool Enrollment/Usage
Employee Engagement Plan Health
• Retirement Readiness
• Participant Confidence Survey
Financial Well being
*Some metrics may not be readily available or will require additional data to populate
Goal 1: Increase plan enrollments
Action: Quarterly advisor enrollment webinars/presentations
Some examples include:
Based off the metrics you decide are most impactful, we will develop a strategy together and input into the dashboard.
Goal 2: Increase plan contributions
Action: Enable auto-increase
Goal 3: Increase online plan engagement
Action: Targeted registration email campaign
Track progress and identify trends within your plan.
Your trend analysis offers a clear assessment of activity for key plan metrics. You can go deeper in the reporting to spot opportunities for improvement.
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