Get Full Government Meeting Transcripts, Videos, & Alerts Forever!
Vendors report asset growth and rising engagement in Mississippi optional retirement plan
Summary
CoreBridge, TIAA and Voya presented the annual reviews of the Mississippi Optional Retirement Plan, reporting asset growth, increased participant engagement and heightened use of target-date and multi‑asset options. Vendors described local adviser outreach, digital upgrades and education campaigns; no policy changes were adopted at the session.
CoreBridge, TIAA and Voya presented annual reviews of the Mississippi Optional Retirement Plan (ORP) on Oct. 17, telling the Public Employees Retirement System of Mississippi committee that plan assets and participant engagement have increased while vendors expand local outreach and online tools.
CoreBridge Relationship Manager Phil Saxton said the firm has redesigned participant dashboards and added a “financial wellness center” to make information easier to find. "Participants told us they want less white space on the website," Saxton said, describing recent user feedback and a new account dashboard. He said CoreBridge has added a dedicated marketing consultant for the Mississippi ORP and that advisers are conducting outreach across campuses.
CoreBridge local adviser Jane Mapp described the on‑the‑ground adviser team: "We have 6 advisers in Mississippi all across the state," she said, listing campus visits and outreach…
Already have an account? Log in
Subscribe to keep reading
Unlock the rest of this article — and every article on Citizen Portal.
- Unlimited articles
- AI-powered breakdowns of topics, speakers, decisions, and budgets
- Instant alerts when your location has a new meeting
- Follow topics and more locations
- 1,000 AI Insights / month, plus AI Chat
