CSD-RT RFP Recordkeeping_Administration Services Response 3-

educational program focusing on the catch-up provisions of both the 403(b) and 457(b)

to assist educational employees within three years of retirement.



Providing employees the professional guidance they deserve with Financial

Advisors.

Some employees prefer to talk one-on-one with an expert. The VALIC

advisors for the Trust combine experience and knowledge with advanced modeling tools

to help employees plan for a secure retirement. Relationships matter, and the Trust

through VALIC will dedicate three trusted financial advisors, to provide Springfield Public

Schools’ employees with personalized service.



A customer centric website and state-of-the-art recordkeeping system.

VALIC’s

award-winning website and proprietary recordkeeping system were designed with the

plan sponsor and participant in mind. Our recordkeeping system operates in a real-time

environment, and

is fully integrated into the system ensuring the plan

sponsor and employees always receive up-to-date account information, news, and

information.

I hope the enclosed proves helpful to you. Statements made in the CSD-RT’s proposal are

true and correct and unless otherwise expressly stated in the contract between the parties,

the terms of the RFP are understood to be included as part of any agreement between the

CSD-RT and the District that relates to providing 403(b) and 457(b) services. Should you

have any questions regarding this proposal, please contact me at the address or telephone

number above.

I look forward to meeting with you to discuss how the Trust can provide the best possible

retirement program for Springfield Public Schools and its employees

Sincerely,

Stephen H. Keyser, CPA, CMA, CGMA

Managing Director