CSD-RT RFP Recordkeeping_Administration Services Response 3-

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Prepared for Springfield R-XII School District
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Everything shown in the projection calculator is immediately actionable. Participants can
elect to enact the recommendations without leaving the page.
Simplifying Transactions to Empower Participants.
We use smart technology to show participants how changes in their savings will impact
them prior to enacting a change. With the ability to “play” with tools and calculators, they
receive dynamic calculations based on the information provided. For example, if someone
wants to see how an increase in their contributions would affect their paycheck, they can
see an instant calculation when they add or subtract contributions. We call it “creating
tangible moments of clarity.”
Basic information and transactions that can be found on the convenient action menu
include:
 Account balances
 Statements
 Investment details
 Portfolio and personal performance
 View and edit systematic withdrawals, including required minimum distributions
 Edit payment amounts, frequency, and delivery methods of existing distribution schedules
 Loan modeling and requests
 Manage beneficiaries
 Personal Identification Number (PIN) changes
 Message and Education centers
Web Demonstration
(for Chrome, Safari, and Firefox browsers)
Enter User ID: vol-prototype Password: Passw0rd
Account demonstration, sign in and access the “+ACT” menu:
Enter User ID: aigtest4 Password: password4
Upon login, VALIC participants will see a unique message
banner, customized and targeted specifically to them, based
on information previously gathered. Whether on a
smartphone, tablet, or desktop, the digital experience is
seamless, responsive, and easy to navigate.