Retirement Manager

Find out how

Retirement Manager is a powerful tool that securely aggregates multi-vendor plan details in one easy-to-understand dashboard for you and your employees.

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Offered in several configurations to fit the needs of your organization.

Recognized as a long-term solution that simplifies retirement plan administration for multi-vendor plans.

Sample of services

Benefits

Streamline plan administration

Links to individual plan provider digital experiences

Simplified contribution processing and remittance procedures

Online plan, participant and investment provider level reporting

Benefits

The level of help and efficiency you receive is up to you.

Loan and distribution compliance

Online salary reduction agreements*

Common Remitter service that includes limits monitoring and enforcement (on a per payroll basis)*

Plan-level participant benefit statements reflecting year-to-date contributions and account balance across all investment providers

Requires sharing data feeds with the employer

Services

Enhanced features make it easier for your employees to understand their retirement options and plan for a brighter financial future.

Retirement Manager is more powerful than ever.

Growing Education Center

Most important participant is front and center with access to key features in a few quick clicks

More resources and education is readily available to help individuals improve their understanding on certain financial topics

Improved Mobile Experience

Streamlined design helps enable a seamless experience no matter what device is being used

Multi-factor authentications and identity proofing provide added protection for participant accounts

Stronger Security

Simplified Navigation

Retirement Manager is your ticket to a cost-saving solution that simplifies plan administration. We’ll help you compare features through our suite of service modules to see which option best suits your requirements.

Compliance may be your responsibility, but it doesn’t have to be your burden. Contact us today to learn how we can provide you with a long-term solution to help you meet all of your compliance and administrative needs.

Let’s talk.

Getting started is easy!

For Plan Sponsor Use Only. Not for Public Distribution.

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 (VALIC), Houston, TX or The United States Life Insurance Company in the City of New York (USL), New York, NY. Guarantees are backed by the claims-paying ability of the issuing insurance company and each company is responsible for the financial obligations of its products. Beginning January 1, 2026, USL will be Corebridge Financial’s sole authorized issuer of new annuities in New York. Securities and investment advisory services offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment adviser. VALIC Retirement Services Company provides retirement plan recordkeeping and related services and is the transfer agent for certain affiliated variable investment options. 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. Learn more about our affiliated companies: corebridgefinancial.com/names.