Total Retirement Services

This presentation contains animated motion elements. If you would like to disable animation, please click here.

Get started

This raises two important questions:

Corebridge Financial offers Total Retirement Services, a solution where employees get the comprehensive resources they need to build an even stronger financial future while employers get an experienced partner to handle the heavy lifting of retirement plan administration.

Say “ Yes ” to maximizing the value of all your retirement plan benefits.

It’s no secret that defined benefit (DB) plans offer advantages for individuals saving for retirement. But it’s equally well-known that pension plans are complex and can pose a significant administrative challenge for plan sponsors … especially when a defined contribution (DC) plan is also in play.

Would your participants benefit from a simplified approach to managing their DB and DC plans?

Do you, as a plan sponsor, want more administrative support and a seamless experience when managing your DB and DC plans?

Corebridge has an arrangement with Findley, an industry-leading independent employee benefits consulting and solutions firm, to help deliver our Total Retirement Services, a holistic savings experience for participants while simultaneously offering a comprehensive defined benefit and defined contribution administration to plan sponsors.

Maximizing the value of your retirement plans

Employee advantages

We understand that employees want simplicity when it comes to managing their retirement savings. They prefer having everything in one place to ensure a holistic view of their plans and easy one-stop access to both DB and DC planning tools and resources.

Single website sign-on

Click on an icon below to see the integrated approach aimed to deliver a simpler solution:

Toll free call center

Quarterly Statements

Financial Professional Access

Single website sign-on makes it simple for participants to access information and resources for both DB and DC solutions. Benefits are displayed in real-time so participants can accurately model benefit calculations, commence retirement or update their payment details.

Single Website Sign-On

One toll-free call center means participants need only one number when seeking insight and answers regarding their retirement plans, or if they want to take action on distributions, allocations or other plan-related decisions.

Toll-free call center

Our financial professionals have access to participants’ full retirement picture. Your participants will speak with the same financial professional for both their DB and DC benefits.

Financial Professional Access

Participant quarterly statements include both DB and DC benefit information making it simple for individuals to see their entire retirement savings picture in one place.

Quarterly statements

Employer advantages

Seamless integration with existing plans. If your organization already offers a DC plan, our solution merges your DB seamlessly to deliver a simplified plan sponsor experience.

View your DB and DC plan in one place, with easy navigation to your DB dashboard

Assigned team to help run your DB and DC retirement plans

Single transmission of census data for both DB and DC plans

Advanced compliance support. Expert compliance support helps ensure your plan is in compliance with the complex rules and regulations surrounding pension plans.

Pension database maintenance Eligibility determination Service determination Benefit calculations Life event processing Compliance review Trust direction

Ad hoc reports Data record modifications Qualified Domestic Relations Orders Plan audit support Beneficiary solicitation Total compensation reports

Plan amendments Union contract updates Acquisitions and divestitures Expanded groups De-risking opportunities Plan freeze Pension law changes Funding restrictions Plan terminations

Plan/legal

Special reports

Special processing

End-to-end outsourced services

Our Total Retirement Services make managing your organization’s retirement program easy by handling your administrative responsibilities using best-in-class technology, retirement benefit expertise, and proven processes and procedures. Through our arrangement with Findley, you recieve:

About Findley

Employee benefits consulting services for 50 years

2,000 clients, throughout all 50 states

645 plans administered

Strong background in pension plans

Full–service consulting support

Corebridge brings the ingenuity, strength and experience of a proven leader

overhead view of employees engaged in conversation

Working together, ours is an important calling — helping your employees plan for and achieve the retirement they envision. At Corebridge, we have an unwavering commitment to helping you and your employees see brighter futures when it comes to planning for the future. When you partner with Corebridge, you will experience the difference we bring to your plan, including:

Powerful technology paired with trusted advisors

Smart use of data analytics to enhance plan health

Let’s help put the future for both your plan and your employees in reach. Learn more by visiting corebridgefinancial.com.

Overhead view of employees working together

A more personal experience

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. For legal, accounting or tax advice clients should consult the appropriate professional. Annuities are issued by The Variable Annuity Life Insurance Company, Houston, TX. 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