Plan management made simple.

SponsorFIT

®

Futures. Individually Tailored.

®

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Review your plan with a clear snapshot of key metrics

SponsorFIT makes it easy to:

SponsorFIT helps you stay on top of your plan so you can stay focused on what really matters—your employees.

Manage participant and administrative requests directly online

Gain real-time insights through advanced reporting

A strong plan needs strong resources.

SponsorFIT is more than a self-service tool. It is an administration experience that uses in-depth insights for improved plan health.

Click around to see what we mean.

Get a financial overview of your plan. Drill-down into specific details, such as asset allocation by fund and by age. These insights can help you better understand your employees’ investing habits and preferences.

It's all in the details

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• Approve distribution requests • Automate cash-out notices • Review salary reduction agreements and break-in-service

All of your administrative tasks will be posted for your review, such as:

My Tasks section calls attention to any plan or participant administrative need.

• Approve distribution requests • Automate cash-out notices • Review salary reduction agreements and break-in-service

Access more than 30 standard reports and download instantly to begin reviewing your data. It’s easy to find the reports you’re looking for with a specially curated list designed with the most valuable information at the top. You can also customize your reports by filtering by: • Date ranges • Product line • Plan information • And more We also make it easy for you to access your Plan Review. You can take a look at key details to prepare for your conversation with us on how we can continue to partner to improve your plan health.

Reporting made easy

• Approve distribution requests • Automate cash-out notices • Review salary reduction agreements and break- in-service

This information can help you have constructive one-on-one conversations with your employees. Drill-down into specifics such as: • Account details: withdrawal availability, contributions, distributions, capital transfers, vesting, fund allocations • Transaction history • Demographic data: age, gender, marital status, contact information • Deferral rates • Beneficiary designations You can also make changes to their: • Term date • Date of hire • Employment status

Each of your employees are unique as is their data.

Plan Health Dashboard is designed to help you discover and define plan health on your own terms.

• You can refine reporting metrics to create a customized plan view • Set goals and actions • Track progress and identify trends within the plan

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Gain insight into how your employees engage our online tools and resources, like the FutureFIT Wellness Check. These details can show you where your employees greatest financial wellness needs are and set a plan to help take action.

Connecting employee actions

Insights to Outcomes provides thought leadership, education and employee engagement toolkits.

Here, you’ll find market commentary, regulatory updates, thought leadership and communication campaigns that you can send directly to your employees. And we’re always adding more materials to help you prepare for the ever-changing retirement plan landscape. So, check back often.

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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. Securities and investment advisory services offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment adviser. 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.

For Plan Sponsor Use Only. Not for Public Distribution.