Prospecting and sales resource guide
Proprietary study sheds light on the value of advisors and furnishes actionable findings to help retirement plan sponsors and consultants understand how to best partner with a financial advisors available through their plan providers
Explains VALIC’s new custom target date options using pre-existing in-plan funds for increased flexibility; Highlights Guided Target Models to become QDIA; describes how Guided Target Models can be used as QDIA.
Explains our financial literacy program, in partnership with EverFI, to provide grade school students an in-person learning experience to help make financial education a prominent part of their curriculum.
Holistically shows VALIC’s consultative approach to employee engagement with clickable links and pop-ups of materials. Should be used as either an in-person walk-through/webinar or included in RFP. Not recommended for sending without a level of guidance and controlled distribution.
A new way of talking about money, FutureFIT Circles offers plan sponsors a unique employee engagement experience to help get conversations about finances started among their employee populations. This FAQ answers some potential questions plan sponsors or consultants may have about the program.
When partnering with plan sponsors and consultants, we are always looking for great stories that will help position us in the market place and give us an edge over the competition. When onboarding new clients or learning of great opportunities that showcase our differentiators, please send in the Intake Form to help us capture and capitalize on these successes. We have also included a Story Guide to help you determine if it is a story worth telling.
New Plan Implementation
Vendor Consolidation/ Legacy Transfer
Merger and Acquisitions
Improved Participant Outcomes
Employee Engagement and Education
Plan Design Improvement
Case Studies Coming Soon
Partnership/ Community Outreach
Case Studies Coming Soon
To share the videos below, simply right-click on the desired video link and select “Copy Shortcut” or “Copy Link,” and paste the link into your communication. Convert the link to a shorter hyperlink if necessary.
|An Introduction to SponsorFIT (Scott Witter – for prospects)||An Introduction to SponsorFIT (Scott Witter – for existing groups)||FutureFIT University – In Course (for participants)||Introducing FutureFIT (for all plan sponsor audiences)|
|An Introduction to VALIC (for prospects)||SponsorFIT Website Overview (for existing groups)||FutureFIT University – Promo (for participants)|
|Retirement Pathfinder (for participants)|