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Back-to-School Toolkit

The new school year is a great time to encourage employees to take action toward their financial goals.

Use the materials below to promote simple steps like enrolling in the retirement plan, increasing contributions or meeting with a financial professional. Starting today builds a stronger tomorrow.

EMAIL RESOURCE

Welcome back announcement

As your staff heads back for the new school year, use this email as a timely reminder that achieving the retirement lifestyle they want later in life starts by taking action now.

Email includes links to enrollment page and account sign-in page.

Use our step-by-step guide to easily distribute this email.

Download Welcome back email

Promote it

Download any of the resources below for use on your intranet site or website to encourage employees to take action for their future … it matters.

Share these banners on your intranet site or include them in a newsletter to encourage employees to enroll, increase contributions or check out Corebridge University.

Enrollment banner

Help employees take the next step toward their financial goals by linking them to the enrollment page.

Add this banner to your intranet site or include it in a newsletter to increase visibility and encourage participation.

Download Enrollment banner

Corebridge University banner

Corebridge University offers quick, interactive learning modules to help employees build their financial knowledge – anytime, anywhere.

Modules are short (4-7 minutes), making it easy to learn at their own pace.
Content is organized into playlists by topic, including financial basics, buying a home, paying for college and planning for retirement.
Banner links employees directly to Corebridge University for easy access.

Download Corebridge University banner

Use these materials to encourage employees to make informed decisions about their retirement plan.

Enroll save more flyer

Show your employees how their workplace retirement plan could help them keep more of what they earn – starting now.

This flyer breaks down how contributing to the plan may reduce current taxes and boost savings. It also highlights why enrolling early matters: the longer they wait, the more they may have to save later to catch up.

Download Enroll save more ﬂyer

Enroll take action flyer

Encourage your employees to take action on their financial future starting today.

This flyer highlights how enrolling in or increasing contributions to their workplace retirement plan could offer immediate tax advantages and long-term savings benefits.

Download Enroll take action flyer

Pay period flyer

Help your employees make the most of their money – now and in the future.

Share this flyer to show how tax-deferred contributions to their retirement plan could reduce their taxable income today, making it easier to start saving without feeling the full impact in their paycheck.

Download Pay period flyer

Share these articles on your intranet site or via email to help educate employees about the benefits of enrollment and how they can reach their financial goals.

Women speak out on money matters

What’s really on women’s minds when it comes to their finances? Our latest research reveals powerful insights into how women think and feel about money – and what steps they can take to build a stronger financial future.

Learn more

Getting Gen X successfully through retirement

Often called the forgotten generation, Gen X is now approaching retirement – and they have unique financial concerns, capabilities and priorities. New research from Corebridge sheds light on what this generation needs to prepare for the future.

Learn more

Additional resources

Tools designed especially for you as you gear up to help employees plan for retirement in the new school year.

Saving Center

Help employees reach financial goals with a clear, actionable plan. The Corebridge Saving Center offers guidance to help them take the first step with tips tailored to their age, life stage and goal timeline.

Learn how to save more

Connect with a financial professional

Encourage employees to meet with their Corebridge financial professional to develop a plan of action for the school year.

Get help today

Questions?

Contact your Corebridge Financial representative.

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