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Prepared for Springfield R-XII School District

38

Online, Automated, and Automatic Enrollment

VALIC offers online enrollment through a quick, informative, and easy to complete

process. Participants can

Quick Enroll

through several different channels – text messaging,

mobile app, and web browsers (including PCs, tablets and smartphones).

Participants can enroll with VALIC’s one step quick enrollment via text message - a

testament to VALIC’s commitment to differentiating ourselves in the market.

Alternatively, participants can take these steps to enroll:

1. Provide some basic information about themselves

2. Select their contribution rate

3. Click Enroll.

The participant is automatically enrolled in the plan’s default investment option and can

choose different investment elections and update beneficiaries any time. Participants can

also set up automatic increases to gradually invest more over time.

Additionally, VALIC can provide automatic plan enrollment and automatic contribution

increases at a predetermined rate according to the plan document. This encourages active

participation in the plan, improving overall retirement readiness for your eligible employees.

Participant E-Newsletters

“Retirement Essentials,” provides articles on retirement planning, financial planning, market

trends and more. Participants are provided with a version of the newsletter that is

associated with their demographic (Millennial, Gen X, Baby Boomer). VALIC can also

provide seminar information or financial content to the plan sponsor, for inclusion in their

general benefits employee communications.

Social Media Platforms

The VALIC digital strategy team stays current on social media trends, communicating

general retirement education information via a variety of ever-changing social media

platforms. We also collect social media feedback to improve our services.

VALIC also maintains a YouTube Channel with educational videos at

https://www.youtube.com/user/valic

Email Marketing

Email marketing is tailored to participant demographic data to identify unique employee

populations and trends within your organization, helping to provide appropriate and

influential content to the right employees. Emails can be customized to communicate

specific plan information and objectives, or general retirement planning education.

Proactive Notifications

Personal Retirement Notifications help your employees recognize changes in eligibility,

employment and/or plan status to entice proactive engagement with your plan to put

participants in charge of their futures. Plan Sponsors can select from a list of 19 proactive

and specifically targeted online participant notifications (see below chart), triggered by a

variety of employment changes and life events.