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.
That’s why our new Plan Health Dashboard, available on SponsorFIT , is designed to help you discover and define it on your own terms.
Plan health is different
for every organization
* Some metrics may not be readily available or will require additional data to populate
• Retirement Readiness
• Participant Confidence Survey
• Enrollments and Active Participation Trend
• Investment Diversification
• Average Participation Rate
• Average Deferral for Plan
Financial/Transaction Plan Health
• Service Channel Engagement
• Digital Tool Enrollment/Usage
Employee Engagement Plan Health
You will have the option to select from the below metrics* to include on your dashboard.
Refine reporting metrics to create a customized plan view
Goal 3: Increase online plan engagement
Action: Targeted registration email campaign
Goal 2: Increase plan contributions
Action: Enable auto-increase
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.
Set goals and target actions that can help improve plan engagement
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.
We look forward to collaborating with you to improve outcomes for your employees’ future.
© Corebridge Financial, Inc. All rights reserved.
VC 38440 (07/2022) J867404 ER
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.
Annuities are issued by The Variable Annuity Life Insurance Company, Houston, TX. Variable annuities are distributed by AIG Capital Services, Inc., member FINRA.
Securities and investment advisory services offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment adviser.
All companies above are wholly owned subsidiaries of Corebridge Financial, Inc. Corebridge Retirement Services, Corebridge Financial and Corebridge are marketing names used by these companies.
For Plan Sponsor Use Only. Not for Public Distribution.