Corebridge Financial Unveils Enhanced Digital Experience for Retirement Plan Participants
Corebridge Financial has introduced the next generation of its retirement plan digital experience, aimed at providing retirement savers with enhanced clarity, effortless control, and personalized financial guidance. This state-of-the-art platform redefines the way participants manage their retirement plans by offering an intuitive and user-friendly interface that ensures easy access to vital information.
According to Terri Fiedler, President of Retirement Services at Corebridge Financial, the company’s latest innovation is more than just an account management tool. “Our new retirement plan digital experience puts account details at participants’ fingertips, whether they’re at their desk or on the go,” Fiedler said. “It offers so much more than typical account management, providing actionable information and intuitive features that put retirement savers on a personalized path to financial wellness.”
With a focus on integrating technology and financial planning, Corebridge Financial has designed a system that aligns with participants’ unique financial journeys, ensuring they have the tools they need to achieve long-term security and financial well-being.
Key Features of the New Corebridge Retirement Plan Digital Experience
The revamped Corebridge website comes with an array of powerful new features that simplify retirement planning while offering a seamless, intuitive user experience. These enhancements cater to both novice investors and experienced financial planners, ensuring that each participant has access to relevant and actionable insights.
Personal Dashboard: A Holistic View of Retirement Savings
One of the standout features of the new Corebridge platform is the Personal Dashboard, which places account balance and performance data front and center. This dashboard serves as the control hub for retirement savers, providing deep insights into key account details and overall financial health.
In a single location, participants can:
- Review savings balances
- Track personal and employer contributions
- Analyze investment performance
- Access an overall snapshot of their retirement savings
- Integrate and view outside assets for a more comprehensive financial overview
This feature ensures that participants always have a clear understanding of their retirement status, helping them make informed decisions about contributions, investment strategies, and long-term planning.
Action Bar: Fast and Easy Navigation
Recognizing that ease of access is crucial for users managing their retirement plans, Corebridge has introduced an Action Bar that enables participants to quickly navigate to frequently used features.
With just a few clicks, users can:
- Access account statements
- Review transaction history
- Check fund and asset details
- Update beneficiary information
The Action Bar streamlines the user experience, minimizing the time required to locate important financial details and empowering participants to take immediate action when needed.
Message Center: Secure Communication for Enhanced Convenience
Another crucial feature of the platform is the Message Center, a one-stop shop for secure communication. This feature enables participants to send and receive sensitive documents easily and keep up to date on:
- Status of requests
- Transactions
- Plan changes
- Important account notifications
The Message Center is designed to enhance transparency and efficiency, ensuring that participants receive timely updates on their retirement plans and have a direct line of communication with Corebridge Financial professionals.
Mobile Optimization: Managing Retirement Plans on the Go
In today’s fast-paced world, mobile accessibility is a necessity. Corebridge Financial has ensured that all the features available on the website are seamlessly integrated into its retirement app, allowing users to enroll in their workplace plans, manage their accounts, and plan for their financial future from any device.
The website and app are fully optimized for smartphones and tablets, a feature that has earned Corebridge recognition from DALBAR, an independent market research firm, as one of the best platforms in the industry for mobile optimization. This distinction highlights Corebridge’s commitment to providing an exceptional digital experience that meets the needs of modern retirement savers.
Built-In Resources: Personalized Financial Guidance
Corebridge Financial’s new digital experience is not just about account management—it is designed to provide meaningful financial guidance that helps users make the right decisions at every stage of their retirement journey. The platform integrates several powerful tools and resources to support financial literacy and long-term planning.
Retirement Outlook Tool: Forecasting Future Income
One of the most impactful resources available to users is the Retirement Outlook Tool, which helps employees estimate their monthly income in retirement. Based on current contributions, investment performance, and expected future earnings, the tool provides personalized projections and recommended strategies to help participants stay on track.
Through the tool, users can:
- Estimate future retirement income
- Adjust contributions to align with savings goals
- Optimize asset allocation to maximize returns
By offering clear, data-driven insights, the Retirement Outlook Tool empowers participants to make proactive financial decisions that enhance their long-term financial security.
Financial Wellness Assessment: Personalized Action Plans
Understanding that financial health goes beyond retirement savings, Corebridge Financial has introduced a Financial Wellness Assessment that evaluates participants’ overall financial well-being. By answering key questions related to:
- Savings and spending habits
- Debt management
- Retirement planning
Participants receive a personalized Action Plan with recommended next steps tailored to their specific financial situation. This customized plan appears on their dashboard every time they log in, providing ongoing guidance and motivation to improve their financial standing.
Financial Wellness Center: Comprehensive Educational Resources
For those looking to deepen their financial knowledge, Corebridge’s Financial Wellness Center provides an extensive library of educational content. Topics covered include:
- Setting financial goals
- Managing student debt
- Understanding investment strategies
- Planning for major life events
These interactive learning resources are designed to equip participants with the knowledge and tools needed to make informed financial decisions that support both short-term stability and long-term success.
Connecting with Financial Professionals
For participants who prefer one-on-one guidance, Corebridge Financial provides easy access to financial professionals directly through the platform. Participants who work with a Corebridge financial expert can:
- Schedule consultations
- Receive tailored investment advice
- Discuss strategies to optimize their retirement savings
This feature ensures that users have the support they need to navigate complex financial decisions with confidence.
