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Prepared for Springfield R-XII School District
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Retirement
Education funding
Estate planning
Life insurance
Please refer to Tab VII for Sample Communication Education Materials.
3. Describe any other communication and education materials and programs you offer.
Please specifically identify any costs associated with these services in the Fees and
Expenses portion of your response.
Springfield R-XII School will receive VALIC’s full spectrum of communication and education
materials, there are no additional fees.
4. Can you create customized materials? Please describe your capabilities. Please
specifically identify any costs associated with these services in the Fees and
Expenses portion of your response.
Yes. Understanding that Springfield R-XII School District retirement program is unique,
VALIC can customize the overall communication campaign to meet its needs. Our first step
will be to meet with the plan sponsor’s personnel to discuss program objectives and to
develop a communication and education approach that will accommodate their
requirements. Depending on preferences, we can provide communication/education
materials using a variety of media, including print, electronic, interpersonal communications,
and more. Communication materials can be customized to include only the plan sponsor’s
plans’ features and investment options at no additional cost.
5. Do you provide personnel resources as part of both the initial and on-going
communication and education programs? If so, please describe.
Yes. VALIC’s financial advisors will work on- site at the schools providing communication
and education with participants in a one-on-one manner.
6. Do you provide communication and education material in foreign languages? If so,
what language(s) and what material?
Yes. At a minimum, the following printed communication and education materials are
available in Spanish:
Education and enrollment brochure
Educational plan benefit fliers
Informative retirement savings flier
Educational retirement saving post cards
Awareness posters
Plan announcement (posters, letters, fliers, box stuffers)
Payroll stuffer