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I want to tackle the retirement and protection needs of individuals.

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PLAN SPONSOR TOOLKIT

Back to School

The start of a new school year is a great time to connect with your newly hired or existing K-12 employees and motivate them to take action toward their financial goals.

Use the materials below to emphasize that starting today is crucial for building a successful financial tomorrow. Encourage employees to lay the groundwork for success by enrolling in their workplace retirement plan, increasing contributions or meeting with a financial professional.

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Welcome Back email

As your school staff members return to the classroom, use this email to remind them that it takes action now to achieve the retirement lifestyle they want later.

  • Email includes links to the new Welcome Back video, enrollment page and the 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.

For You

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

Communication & Education Partnership Plan

Meet with your Corebridge Financial representative to develop a plan of action for the school year. We can schedule in-person or virtual events to support all employees in attaining financial wellness.

Download C&E Partnership Plan

Case Study - Increased engagement

A plan that promotes action makes it easier to engage with employees. This case study highlights the impact of targeted initiatives on retirement readiness and financial wellness among employees.

Download Case Study

Questions?

Contact your Corebridge Financial representative.

RO# 3780204 (8/2024)