clear

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

AIG.com

Partnering together to do the most good

Opportunity:

The Salvation Army Southern Territory, a mainstay of charitable good works, sought a retirement plan provider that would administer its multi-layered program while working closely with the Army to fulfill its vision of the best program possible. An eight-month transition began with AIG Retirement Services, which included onsite meetings and weekly implementation calls.

Challenges & Implementation:

The sheer size of the endeavor was daunting, as the Salvation Army Southern Territory stretches from Texas to Florida.

Intensive communications were key to a successful transition and ongoing retirement plan administration. Hallmarks of the communication strategy included:

  • Programs highlighting videos featuring Salvation Army Southern Territory executives
  • Workshop-style, in-person meetings with the plan sponsor
  • Quick access to all employee transition materials through the creation of a custom website
  • Ongoing communication materials that promoted retirement readiness and financial literacy
  • Emails with embedded videos, handouts about plan highlights

Impact: Working together, AIG Retirement Services and The Salvation Army Southern Territory energized employees to re-engage with their retirement plan. More than 50% of the Salvation Army plan participants attended plan transition meetings during the implementation phase.

“AIG Retirement Services assembled an experienced team to focus solely on communicating a major retirement plan change to employees in multiple locations. They covered what needed to be delivered for compliance purposes, as well as what had to be mentioned for understandability. The team developed a communication plan designed to touch our employees 13 times over a 12-week period, including emails, webinars, video, direct mail, 800 phone lines, and more.”

 

— Robert L. Albright, LLM Pension & Retirement Operations Manager, The Salvation Army

As with all our plan sponsors, we continuously work to find solutions that drive results. So, let’s talk about what AIG Retirement Services can do for your organization!

Download the full report

Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment advisor.

Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities are distributed by its affiliate, AIG Capital Services, Inc. (ACS), member FINRA. Guarantees are backed by the claims-paying ability of VALIC and are not the responsibility of AIG. VALIC, VFA and ACS are members of the American International Group, Inc. (AIG).

AIG Retirement Services represents AIG member companies—The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO).  All are members of American International Group, Inc. (AIG).