CSD-RT RFP Recordkeeping_Administration Services Response 3-

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Prepared for Springfield R-XII School District
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 Rehire Enrollment Reminder
 Reminder to Enroll
 Rollover-In Notice
 Auto Rebalance Reminder
 Auto Increase Reminder
 “Contact a Financial Advisor to Create a Financial Plan” Reminder
 End of Hardship Withdrawal Suspension Period
 Beneficiary Re-Solicitation
 Catch-Up Election Notice
 Increase Auto-Enrolled Contributions Reminder
 New Year Resolution Notification
 Tax-Time Notification
 Salary Increase Notice
 Social Security Advice
 New Beneficiary Reminder
 Change in Marital Status to Married Notice
 Change in Life Event Notice
 Internal Job Change Notice
 Post-Termination/Retirement Mailers
Web-based Planning and Education
VALIC provides extensive financial planning tools, savings calculators and objective
education for employees through our online Financial Education Center at
which provides a variety of services:
 Financial planning courses on how to prepare for financial independence.
 Planning tools that help participants navigate the financial impact of various life events.
 Tools and calculators to identify areas of financial need
 Quick reports for a customized analysis of participants’ financial situations.
The Financial Planning Center also offers quick links to log on to VALIC’s participant
website or register for VALIC seminars.
VALIC is proud to offer its participants access to FutureFIT University, a series of short,
interactive courses designed to help improve financial wellness and help participants plan
for their financial future. Once enrolled, participants will also have access to courses geared
toward family members of all ages – from grade school to young adult.
Yes. Although many transactions can be processed automatically through the website,
certain transactions, such as Social Security number changes, require a signed form for
processing.
b. How are website transactions processed and documented?
is a fully integrated component of our recordkeeping system. Transactions or
inquiries made through the website use real-time data directly from the recordkeeping
system, ensuring that timeliest information is always available to plan participants.