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March 3, 2023

Moving financial futures forward with the ​Winnebago County 457(b) Plan

Please review the materials below as a follow-up to our discussion to learn more about the experience.

Materials

Presentation

This presentation delivers our unique finalist experience.

Magazine

This magazine provides detail on all aspects of our finalist experience.

Cybersecurity flyer

This flyer details our approach to prevent and protect against cyber threats.

FutureFIT statement

This statement uses personal data to view future monthly income and more.

Financial wellness

Connect your employees with a custom plan for their financial wellness with the FutureFIT Wellness Check where we connect them with the right resources and programs.

Sample transition guide

This guide explains the transition process for employees.

Elevating experiences

This flyer highlights the power of using your plan’s data to make saving for the future an attainable goal for your employees.

GPS Flyer

This flyer provides details on our Guided Portfolio services.

RFP responses

This document provides Corebridge Financial’s response to your final RFP questions.

Schwab PCRA Flyer

This flyer highlights the Schwab Personal Choice Retirement Account (PCRA) which describes the self-directed brokerage account option for your plan.