Advisory Services Program
Guided Portfolio Services (GPS) offers expert turn-by-turn investment advice to help turn your employees’ financial goals into financial wins
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For Plan Sponsor Use Only. Not for Public Distribution.
Find out how
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GPS* helps provide expert investment guidance as a part of your plan offering. Your employees receive investment advice directly from independent financial expert Morningstar Investment Management LLC (Morningstar).
GPS can help your employees answer key questions about investing and retirement planning, like:
GPS is an optional service offered for an additional fee through VALIC Financial Advisors, Inc. (VFA).
• Am I on track for retirement?
• What investments should I choose?
• Is my portfolio diversified enough?
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Guided process Account oversight can help keep your employees’ on track
Morningstar provides objective investment advice aligned to your employees’ goals
Personal planning A few quick questions can inform a long-term investment strategy fit for your employees’ needs
Expert advice
Guided process
Personal planning
A few quick questions can inform a long-term investment strategy fit for your employees’ needs
Account oversight can help keep your employees’ on track
DIY with expert advice.
Manage it for me.
Portfolio Advisor
Portfolio Manager
Offers expert advice, including:
• Automatic implementation of investment advice • Ongoing asset management • Annual review by a financial professional
There is no fee for this service.
This optional service is available for an additional fee. Please note there is no service fee applied until accounts reach $5,000.
Offers all of the advice and services of Portfolio Advisor plus:
• Asset allocation • Fund selection • Retirement income forecast • Recommended savings rate • Ongoing portfolio optomization
Forecast of annual retirement income based on employee’s unique financial circumstances
Monitoring of investment option lineup
Ongoing portfolio optimization
Recommended savings rate and retirement age
Access to services via telephone and internet
Access to services via financial professional
Automatic implementation of the investment advice
Ongoing portfolio monitoring and asset rebalancing
Quarterly advice statement
Comprehensive portfolio construction, including asset allocation and investment selection
Services
Your employees can enroll into GPS with ease. Our guided process allows them to choose the service level of GPS they prefer at their initial enrollment into your plan or later in their saving journey.
Employees answer a few questions about their comfort with risk, retirement goals and information about outside accounts. They can access their account online to review information, check their balance or make adjustments.
GPS can help take the worry, confusion and uncertainty out of retirement planning by offering:
Independent, personalized advice
A practical assessment of employee retirement readiness
Schedule a meeting to learn more about our advisory services program.
Continually updated advice to adjust to changing circumstances
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© Corebridge Financial, Inc. All rights reserved. VC 14950 (03/2023) J1047208 ER 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. Investing involves risk, including the possible loss of principal. Investment values fluctuate so that investment units, when redeemed, may be worth more or less than their original cost. GPS is an optional service offered through VALIC Financial Advisors, Inc. (VFA) and is available for an additional fee. Securities and investment advisory services offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment adviser. VFA is a wholly owned subsidiary of Corebridge Financial, Inc. Corebridge Retirement Services. Corebridge Financial and Corebridge are marketing names used by this company.
