Corebridge Financial Launches New Digital Experience for Retirement Plan Participants
Corebridge Financial has unveiled a new digital platform for retirement plan participants, featuring enhanced tools and capabilities for account management and financial planning. The platform includes a Personal Dashboard displaying account balances, performance metrics, and contribution details, with the ability to integrate outside assets.
Key features include an Action Bar for quick navigation to frequently used features, a Message Center for secure document handling, and integrated planning tools such as the Retirement Outlook Tool and Financial Wellness Assessment. The platform is available both on web and mobile app, with DALBAR recognizing it as one of the industry's best for mobile optimization.
The system provides personalized guidance through interactive education resources, financial wellness tools, and direct access to financial professionals, aiming to streamline the retirement planning experience for participants.
Corebridge Financial ha presentato una nuova piattaforma digitale per i partecipanti ai piani pensionistici, con strumenti e funzionalità potenziate per la gestione degli account e la pianificazione finanziaria. La piattaforma include un Cruscotto Personale che mostra i saldi degli account, le metriche di performance e i dettagli sui contributi, con la possibilità di integrare asset esterni.
Le caratteristiche principali includono una Barra delle Azioni per una navigazione rapida verso funzioni utilizzate frequentemente, un Centro Messaggi per la gestione sicura dei documenti e strumenti di pianificazione integrati come il Tool per le Previsioni Pensionistiche e la Valutazione del Benessere Finanziario. La piattaforma è disponibile sia sul web che in app mobile, con DALBAR che la riconosce come una delle migliori del settore per l'ottimizzazione mobile.
Il sistema offre orientamenti personalizzati attraverso risorse educative interattive, strumenti di benessere finanziario e accesso diretto a professionisti finanziari, con l'obiettivo di semplificare l'esperienza di pianificazione previdenziale per i partecipanti.
Corebridge Financial ha revelado una nueva plataforma digital para los participantes de planes de jubilación, que cuenta con herramientas y capacidades mejoradas para la gestión de cuentas y la planificación financiera. La plataforma incluye un Tablero Personal que muestra los saldos de cuentas, métricas de rendimiento y detalles de contribuciones, con la capacidad de integrar activos externos.
Las características clave incluyen una Barra de Acción para una navegación rápida hacia funciones utilizadas con frecuencia, un Centro de Mensajes para el manejo seguro de documentos, y herramientas de planificación integradas como la Herramienta de Perspectivas de Jubilación y la Evaluación de Bienestar Financiero. La plataforma está disponible tanto en web como en aplicación móvil, siendo reconocida por DALBAR como una de las mejores de la industria para la optimización móvil.
El sistema proporciona orientación personalizada a través de recursos educativos interactivos, herramientas de bienestar financiero y acceso directo a profesionales financieros, con el objetivo de optimizar la experiencia de planificación de jubilación para los participantes.
Corebridge Financial는 은퇴 계획 참여자를 위한 새로운 디지털 플랫폼을 공개했습니다. 이 플랫폼은 계좌 관리 및 재정 계획을 위한 향상된 도구와 기능을 제공합니다. 플랫폼에는 개인 대시보드가 포함되어 있으며, 여기에는 계좌 잔액, 성과 지표 및 기여 내역이 표시되며 외부 자산을 통합할 수 있는 기능도 있습니다.
주요 기능으로는 자주 사용하는 기능으로 빠르게 이동할 수 있는 액션 바, 안전한 문서 처리를 위한 메시지 센터, 은퇴 전망 도구 및 재정 건강 평가와 같은 통합 계획 도구가 포함되어 있습니다. 이 플랫폼은 웹과 모바일 앱 모두에서 사용할 수 있으며, DALBAR는 이를 모바일 최적화 측면에서 업계 최고의 플랫폼 중 하나로 인정하고 있습니다.
이 시스템은 대화형 교육 자료, 재정 건강 도구 및 재정 전문가에 대한 직접 접근을 통해 개인화된 지침을 제공하여 참여자의 은퇴 계획 경험을 개선하는 것을 목표로 합니다.
Corebridge Financial a dévoilé une nouvelle plateforme numérique pour les participants aux plans de retraite, offrant des outils et des fonctionnalités améliorés pour la gestion des comptes et la planification financière. La plateforme comprend un Tableau de Bord Personnel affichant les soldes des comptes, les indicateurs de performance et les détails des contributions, avec la possibilité d'intégrer des actifs extérieurs.
Les principales fonctionnalités comprennent une Barre d'Actions pour une navigation rapide vers les fonctionnalités les plus utilisées, un Centre de Messages pour la gestion sécurisée des documents, ainsi que des outils de planification intégrés comme l'Outil de Perspectives de Retraite et l'Évaluation du Bien-Être Financier. La plateforme est disponible à la fois sur le web et en application mobile, et a été reconnue par DALBAR comme l'une des meilleures de l'industrie en matière d'optimisation mobile.
Le système fournit des conseils personnalisés grâce à des ressources éducatives interactives, des outils de bien-être financier et un accès direct à des professionnels de la finance, visant à simplifier l'expérience de planification de la retraite pour les participants.
Corebridge Financial hat eine neue digitale Plattform für Teilnehmer an Altersvorsorgeplänen vorgestellt, die verbesserte Werkzeuge und Funktionen für das Kontomanagement und die Finanzplanung bietet. Die Plattform umfasst ein Persönliches Dashboard, das Kontostände, Leistungskennzahlen und Beitragsdetails anzeigt, mit der Möglichkeit, externe Vermögenswerte zu integrieren.
Zu den wichtigsten Funktionen gehören eine Aktionsleiste für eine schnelle Navigation zu häufig genutzten Funktionen, ein Nachrichtenzentrum für die sichere Dokumentenverwaltung und integrierte Planungswerkzeuge wie das Rentenprognosetool und die Bewertung des finanziellen Wohlstands. Die Plattform ist sowohl im Web als auch in der mobilen App verfügbar und wurde von DALBAR als eine der besten der Branche für die mobile Optimierung anerkannt.
Das System bietet personalisierte Unterstützung durch interaktive Bildungsressourcen, Werkzeuge für das finanzielle Wohlbefinden und direkten Zugang zu Finanzfachleuten, mit dem Ziel, die Erfahrung der Altersvorsorgeplanung für die Teilnehmer zu optimieren.
- Launch of new comprehensive digital platform enhancing user experience
- Mobile-optimized platform recognized by DALBAR as industry-leading
- Integration of external assets for complete financial overview
- Implementation of personalized financial planning tools and resources
- None.
New retirement plan digital experience helps participants take action with a streamlined look and feel, simplified navigation and integrated planning tools
“Our new retirement plan digital experience puts account details at participants’ fingertips, whether they’re at their desk or on the go,” said Terri Fiedler, President of Retirement Services at Corebridge Financial. “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.”
What’s New
The new Corebridge website features include:
- Personal Dashboard conveniently placing account balance and performance front and center with deep insight on key account details. In one location, participants can review savings, personal and employer contributions, and an overall account snapshot. Employees can also bring in outside assets to their dashboard and see a complete picture of their finances with ease.
- Action Bar allowing participants to quickly navigate to the action features most frequently used, providing faster access to statements, transaction history, fund and asset details, beneficiary information and more.
- Message Center providing a one-stop shop to securely and easily send and receive sensitive documents and keep up to date on the status of requests, transactions, plan changes and other important notifications.
The enhanced website features are also available in the Corebridge retirement app, where savers can enroll in their workplace plan, manage their account and plan for their financial future. This seamless integration of account management capabilities builds on the flexibility of the Corebridge retirement plan website, which is optimized for any device. DALBAR, an independent market research firm, recently ranked the Corebridge website as one of the best in the industry for mobile optimization.
Built-in Resources
To help retirement plan participants take the right actions on their financial journey, the Corebridge digital experience integrates personalized guidance, intuitive tools, and interactive education resources, including:
- Retirement Outlook Tool that helps employees estimate their monthly income in retirement and provides recommended strategies to meet those goals. Employees can directly change their contribution or asset allocation from the tool to stay on track.
- Financial Wellness Assessment where plan participants answer questions on saving and spending, debt management and retirement planning and then receive a personalized Action Plan with recommended next steps. This Action Plan appears on the participant’s dashboard every time they log in.
- Financial Wellness Center which provides financial education and planning tools on topics ranging from goal setting to student debt strategies.
- Financial professional contact information for participants who work with a Corebridge financial professional, encouraging connection at any time.
Additional information about the new online retirement account experience can be found here.
About Corebridge Financial
Corebridge Financial, Inc. (NYSE: CRBG) makes it possible for more people to take action in their financial lives. With more than
View source version on businesswire.com: https://www.businesswire.com/news/home/20250210797752/en/
Işıl Müderrisoğlu (Investors): investorrelations@corebridgefinancial.com
Jay Russo (Media): jay.russo@corebridgefinancial.com
Source: Corebridge Financial
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