128 / 499
Prepared for Springfield R-XII School District
46
Individualized retirement planning focusing on creating a retirement plan that suits the
individual investor’s goals and strengthens employees’ retirement readiness.
A review of all critical issues, goals and metrics prior to the implementation process:
Steps needed to improve employee retirement readiness
Strengths and weaknesses of prior plan
Plan demographics and special groups to target
Strategies for engaging all employees
Key objectives for plan rollout and 1st year
Communication and awareness
Employee education
Increase individual participation
Improve plan asset diversification
Introduce personal financial planning
Ongoing Communication:
VALIC offers a collaborative marketing and communication approach through a jointly
prepared Education Policy Statement that generates an annual tactical education and
communication plan. Starting with enrollment and continuing on an ongoing basis, our
local network of financial advisors takes a proactive approach in educating and
personally coaching participants about their retirement portfolios.
The hallmark of VALIC's enrollment and education services is our ability to adapt to each
client’s needs in providing personal service the way each employee wants to receive it.
For those that wish to work with a financial advisor, a local financial advisor will be
available to meet with your employees for enrollment, consultations, advice assistance
and retirement direction setting. VALIC also has a goal to meet with every interested
retiree one-on-one. In addition, our financial advisors will be available on-site for pre-
determined group meetings, workshops and seminars, as well as individual counseling
sessions, as often as desired by the plan sponsor. For those that wish to take a more
web-based approach to their planning, VALIC spent approximately $3 million in 2012
enhancing its web strategy derived exclusively from customer and consultant feedback.
Clients choosing to use our website will find an easy, straight forward, custom designed
experience where they can review information and execute transactions quickly and
confidently.
From hands-on personalized planning to smart phone mobile apps, the award-winning
education and communication services offered by VALIC provide the flexibility and ease
of access to support the needs of all Springfield R-XII School District plan participants.
2. Describe the key elements of your standard initial enrollment and ongoing
communication and education materials (including printed material, visits, training,
etc.). Please provide samples of your materials.
Key elements included in VALIC’s standard communication and education program are
outlined below: