CSD-RT RFP Recordkeeping_Administration Services Response 3-

Prepared for Springfield R-XII School District

III

Prospective Vendor Firm Questionnaire

A. Organization and History

1. Please provide the name(s), title(s), address(es), e-mail address, telephone and fax

number(s) of the individual(s) responsible for responding to this request.

Richard Counts

Vice President, Relationship Management

12312 Olive Blvd Suite 265

St. Louis, MO 63141

Office: 314-703-0408

Fax: (314) 514-0981

Tom Goodwin

Vice President, Business Case Development, VALIC

2929 Allen Parkway, L6-40

Houston, TX 77019

Office: (713) 831-4336

Fax: (713) 831-6161

2. Provide a brief overview of your company and history of your organization, including

an organizational chart of your retirement plan operations. Please describe any

relevant parent/subsidiary/affiliate relationships.

Since 1955, VALIC has developed customized retirement programs that offer the best in

investment services, administration, recordkeeping, education and communication. In 1964,

VALIC narrowed its focus to institutional defined contribution retirement plans. We currently

provide bundled services for tax-favored retirement programs for more than 24,000

organizations representing approximately 1.8 million participants.

VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries VALIC

Financial Advisors, Inc. and VALIC Retirement Services Company. Together with AIG

Federal Savings Bank (AIG FSB), we will provide a comprehensive package of investment

options and retirement plan services to Springfield R-XII School District.

Each of these organizations will bring its own unique measure of expertise to the service of

Springfield R-XII School District's retirement program, as described below.