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Prepared for Springfield R-XII School District
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Common Remitting Services
Any fees would be billed based on the Retirement Manager Agreement.
Participant Notices
VALIC prepares all necessary notices and disclosures and provides them
electronically to the plan sponsor for delivery to the participants. VALIC is pleased to
discuss facilitating the mailing of notices and disclosures directly to participants, if
desired by the plan sponsor. Postage and handling for such mailings would be
passed back to the plan sponsor. There is no additional cost for this service.
Plan-level screening and approvals for distributions, hardships, loans, and
contract exchanges
Any fees would be billed based on the Retirement Manager Agreement.
Other
Customized Plan Documents are provided by the CSD-RT. Education,
communication materials, and customized education communication materials are
provided at no additional cost.
Annual addition limitations 415(c), monitoring of elective deferrals (402(g)), 15 year
and age 50 catch-up), and plan audits are included in the proposed fee.
N.
BROCHURES, CATALOGS, MANUALS, WEBSITES, LITERATURE
In addition to the formal response to this RFP, all respondents are
encouraged to submit brochures, catalogs, manuals, website materials,
industry literature, DVD’s and any other marketing and informational media
which will support and enhance their submission value.
The CSD-RT deploys the resources provided by VALIC in Tab VIII of their stand-
alone proposal.
O.
ADDED VALUE
Respondents are encouraged to describe in detail all added value or
additional services or benefits available and offered at no cost to the District
in their RFP responses. Attach and label as “ADDED VALUE.”
The CSD-RT deploys the resources provided by VALIC in Tab III of their stand-
alone proposal.
P.
TRANSITION PLAN
In your response, you must confirm your understanding of and commitment to
service the District’s transition and continuity needs as expressed in this
section.
1. Transition on Commencement of Contract.