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Managing plan health

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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

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Track progress and identify trends within your plan

Set goals and target actions that can help improve plan engagement

Refine reporting metrics to create a customized plan view

> Click on each icon below to learn more

The Plan Health Dashboard allows you to:

* Some metrics may not be readily available or will require additional data to populate

• Retirement Readiness • Participant Confidence Survey • FutureFIT Wellness Check Results

Financial Well-being

• 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

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.

Analysis of plan activity and key metrics

Track progress and identify trends within your plan

We make it easy for you to provide data that will populate your dashboard and give you the insights you need to make decisions.

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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.

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. 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.

For Plan Sponsor Use Only. Not for Public Distribution.