Send a savings plan directly to employees with FutureFIT Retirement Readiness Letters
With good data, we can partner with you and your clients to deliver retirement readiness letters to each employee—regardless of their enrollment status.
The statements include:
- A personalized retirement needs analysis
- A summary of all known sources of retirement income
- An action plan outlining simple steps they can take to get on track
Offer more support with advisory services
Guided Portfolio Services® (GPS) is an optional advisory program you can include as a part of your employer-sponsored retirement plan. Advice is provided by independent financial expert, Morningstar Management LLC. Your employees can choose one of two options. Both approaches deliver objective investment advice, including how much to save, which investments to choose and how much to invest in each.
We’re here for you. Contact our Consultant Relations Team for support at ConsultantRelations@corebridgefinancial.com