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This website is intended for retirement plan consultants. If you’re looking for individual services, please visit corebridgefinancial.com/rs

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 about ConsultantDIRECT

ConsultantDIRECT, your online plan management portal, is designed to keep you in control of your plans. By making administration easier, you can stay focused on what really matters—your employers. This site enables you to log in securely and manage your Corebridge Retirement Services book of business. Request access to this integrated and seamless portal.

Simple and secure access - sign up today!

Sign up today for powerful and secure access to your book of business. Securely register and log in via our simple multi-factor authentication process that ensures your information and sensitive data stay protected.

Plan summary and plan health key performance indicators at-a-glance

See all your plan information in one place. View up-to-date key performance indicators (KPIs) at a glance for assets, funds, contributions, distributions and more. Identify trends to improve plan health regarding financial metrics as well as engagement and experience metrics. Deep dive into detailed reports on the Plan Health Dashboard to learn insights that help drive meaningful conversations and set goals with your plan sponsor.

Plan reporting with real-time data

Access self-service plan reporting for all of your employers’ plans. Choose from 15 different reports available to filter for different data views, export, and download. Evaluate plan reviews, assets, fund performance, demographics, loan activity and much more.

Plan materials and documents

View a robust selection of plan agreements, amendments, guides and letters. Archived materials are also available.

Fee disclosure and communications

Review fee disclosure communications, service provider and participant disclosure documents, contacts, and more. Archived materials are also available.

User profile

In the profile section you can securely review and update your personal and login information. You can also request new employer plans to be added to your account and profile.

What’s coming

We’re enhancing our experience based on consultant user feedback by making it more intuitive and easier to access your most important plan information. We’re also adding more plan health information and new reports and filter options. Our goal is to make the experience easy and helpful to your business.

We’re here for you.
ConsultantDIRECT

Partnering with Retirement Plan
Consultants to support our clients.

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