You can choose to increase your savings every year automatically with Auto-escalation. It’s a great way to help ensure your savings grow alongside your professional growth.
Plus, you may also schedule a contribution at a later date or make a one-time contribution depending on your needs.
You can view your contributions in either a percentage or dollar amount and add salary information to learn how much money you will save tax-deferred per paycheck.
Simply click the increase (+) or decrease (-) button to modify your contribution and see the change in real-time.
Click “Continue” and review the terms on the next page. Click the boxes to agree and select “Submit” to complete your transaction.
You can even add spousal information and adjust number of dependents.
Welcome to your Retirement Outlook Tool
A quick link from your personal dashboard brings you here. You can review a projection of your future income need to learn if you have all of your expenses covered in retirement. We'll look at your retirement age, savings rate and investment allocations and offer a recommendation to get on track.
Using a guided process, you can adjust:
• Your preferred retirement age (Automatically set for age 65)
• Add spousal information
• Income need (Automatically adjusted for 80% of your current income to be replaced in your retirement years)
• Include ouside assets
• Outside expenses
The Retirement Outlook Tool will use this information to review your current savings strategy and offer recommendations to adjust your contribution amount and/or investment diversification if you have a potential shortfall.
You can take action straight from the retirement outlook tool and see your projection change in real-time.
And the next time you log in to your account, your projection will be waiting for you. Maybe you want to retire sooner or later than when you calculated it the first time. No problem! You can make adjustments that fit with your personal journey to retirement.
Reference this alert section when you first login to address any actions you may need to take or review important updates to your plan. The same message will appear three times before it's removed.
Your personal profile
It’s your account—make sure all your important details are correct. Access and edit all your personal account information.
Click here to view your Profile section
Link outside assets
Get a full and complete financial picture by adding any additional retirement income assets you may have that are not currently held with Corebridge.
Retirement Outlook Tool
The Retirement Outlook Tool will use this information to review your current savings strategy and offer recommendations to adjust your contribution amount and/or investment diversification if you have a potential shortfall.
Take me to the Retirement Outlook Tool
Contributions
- Money contributed by you and your employer to your account
- Review year-to-date contributions as well as total contributions since first starting your account
Plan snapshot
Get a quick view of your beginning balance, ending balance, gains/losses, withdrawals, loans. You can select to view 12 month or 36 month historical data.
Request one-time withdrawal
It's easier than ever to get money out of your retirement account. Depending on your plan, you may be able to fill in and submit your withdrawal form online or follow a guided experience that will share tips on how to help ensure your request is processed quickly. You will receive notifications in the Message Center to keep you up-to-date on progress.
Get your financial wellness action plan
The financial wellness assessment will ask several questions in key areas of financial independence. Once you have answered, you will receive suggestions for the top three actions you should take. Your action plan will display here after your have completed your assessment—so you'll always know what your next step should be to start moving ahead in your financial wellness journey.
Explore programs, tools and education
Explore programs and tools designed to help you start moving ahead in your financial life. The Tools and Resources section hosts direct links to some of our most powerful planning solutions:
Retirement Pathfinder®: Set goals, adjust strategies and model scenarios to learn how different decisions can impact your future with Retirement Pathfinder—at no cost. Your financial professional can help review your plan, one-on-one.
Student Debt Solutions: Education and experiences to help you learn how you can better manage and eliminate student loans.
Corebridge University: In less than five minutes, you can learn key insights and take action with Corebridge University. Dive-in to financial topics of interest to you and become active in your learning journey.
Financial Wellness Center:
Choose your own path to financial wellness. This resource categorizes tools, programs, education and more, so you can self-select where you would like to start on your journey.
Manage beneficiaries
Naming a beneficiary is one of the easiest—but most important— steps you can take to help ensure your legacy is honored and your loved ones are taken care of. But it’s up to you to keep things in order—and it’s easy to do from your online account.
Learn how to designate your beneficiaries
Action bar
The Action bar directly links you to additional account details or transactions. You can quickly review information and have time to explore other resources available to you.
Contribution sources
Review all the contribution sources funding your retirement savings in one place.
You can scroll through accounts if you have multiple to gain perspective on where your savings are coming from.
Action is everything.
Want to know if you are on track for retirement? Get a clear picture of where you are today and what actions you may need to take with our future income projection. Based off key information, you will receive recommended changes to your contributions or asset allocations that can get you there.
Upload documents
It is so easy to complete transactions through seamless file uploads. You don't need to download, print and send forms to one of our offices. You have complete transparency online to fill in, upload and track status.
Find forms
You can find almost any form you need to complete transactions, update your account, and more.
In case you can't find what you are looking for, please contact our Client Care Center and a representative will assist you.
Take a tour of your personal dashboard
Now, once you are enrolled and registered, you may be most interested in just checking your balance—but there are great resources, deep account details and simple ways for you to take action for your future with ease.
Right from your dashboard you can gain smart insights, make transactions or connect with a financial advisor, in a few quick clicks.
You can feel confident that when you retire, you’ll be ready.
Click on the green highlighted buttons to show highlights and options.
Message Center
Your Message Center is more than a location to receive notifications about your account, new education programs or plan enhancements.
It’s a two-way communication hub to send and receive sensitive information related to your account. Here, you will receive status updates and requests for additional information if something is needed to complete a transaction.
