AIG VALIC

Why Choose AIG VALIC?Retirement & Benefit PlansGuided Portfolio Services[SM]Online Services403(b) Regulations
Personal Service Education Programs High-Tech Services Investment Flexibility Expert Administration Strength & Stability Awards & Honors



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Power of Service(SM)

Why Choose AIG VALIC?

We help plan sponsors create their unique PLAN through expert ADVICE and, equally important, a CHOICE from among retirement plan services. Through continuing EDUCATION, we provide the tools and resources employers need to offer a highly valued and competitive plan. That's The Power of Service.

  • Planning We help plan sponsors develop a cohesive, suitable and meaningful plan and a coordinated, comprehensive and objective financial education program tailored to each organization.

  • Advice. Our transition and technical support staff and financial advisors offer expert plan advisory services.

  • Choice. We help plan sponsors identify the most suitable plan types, investment platforms, plan services and investment options necessary to develop a retirement program that meets plan objectives.

  • Education. Plan sponsors rely on us to provide a wide variety of timely and essential communications and plan-specific information, analysis and reports.

PLANNING
Our on-site team ensures a seamless plan conversion and transition as well as coordinated financial education programs.

  1. A plan support team comprising an account executive, a relationship manager, an implementation manager and local financial advisors:
    • Interviews key group personnel
    • Identifies group and employees plan needs
    • Develops a detailed plan to ensure transition, implementation and continuing support are seamless
  2. We develop a coordinated, comprehensive and objective financial education program that provides employees with what they need to make sound financial decisions and addresses employers' concerns about fiduciary responsibility.

ADVICE
Our team of experts provide the guidance and advice employers need to help build a retirement plan that meets the organization's and employees' objectives.

  1. Our plan support team helps design, document and test the retirement plan to ensure it meets each organization's objectives, including selection of the most suitable:
    • Plan type
    • Plan provisions
    • Administrative services
    • Investment options
  2. We offer ongoing fund and fund manager analysis and due diligence.

CHOICE
We serve as a gateway to a world of financial problem-solving products and services. That's real choice.

  1. A half-century of retirement plan experience provides us with the expertise and range of services to offer and support competitively priced plan types, including 401(k), 403(b), 457(b) and 401(a)/403(a).
  2. We offer a wide range of investment platforms including annuities, managed investment accounts and mutual funds.
  3. Plan sponsors have a choice from among a wide array of plan administration services -- including IRS-pre-approved plan documents -- and on-site personal services as well as a total defined contribution/defined benefit retirement plan outsourcing program.
  4. Our open-architecture fund-selection model includes a wide variety of proprietary and non-proprietary investments.

EDUCATION
A half-century of technical expertise in plan administration and compliance gives us the tools necessary to manage a plan expertly. Also, we put at plan sponsors' fingers the convenience of powerful self-service tools.

  1. Plan compliance and audit experts help ensure that each plan is accurately administered and meets all relevant federal and state regulations. We also provide expert compliance and non-discrimination testing and contribution monitoring.
  2. Financial advisors, working in concert with the group-dedicated relationship manager, present annual group plan reviews and recommend plan enhancements.
  3. Plan Sponsor Online provides the Web-based tools necessary for any plan sponsor to manage the organization's retirement plan by providing access to plan, account and industry information and trends.
  4. Timely and essential plan sponsor and employee communications help educate them about tax law revisions, industry trends and new products and services.
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Last Updated: 3/17/2005