For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and...
Transcript of For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and...
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For Plan Sponsor and Consultant use only. Not for Public Distribution.
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2For Plan Sponsor and Consultant use only. Not for Public Distribution.
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3For Plan Sponsor and Consultant use only. Not for Public Distribution.
Expertise in K-12Onsite employee servicesStrong digital experienceMulti–channel communicationsLighten the administrationStress-free transitionCybersecurity
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For Plan Sponsor and Consultant use only. Not for Public Distribution. 4
433active participants
22%participation rate
$18,250average account balance 403(b)
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5For Plan Sponsor and Consultant use only. Not for Public Distribution.
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6For Plan Sponsor and Consultant use only. Not for Public Distribution.
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7For Plan Sponsor and Consultant use only. Not for Public Distribution.
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8For Plan Sponsor and Consultant use only. Not for Public Distribution.
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9For Plan Sponsor and Consultant use only. Not for Public Distribution.
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10For Plan Sponsor and Consultant use only. Not for Public Distribution.
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11For Plan Sponsor and Consultant use only. Not for Public Distribution.
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12For Plan Sponsor and Consultant use only. Not for Public Distribution.
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13For Plan Sponsor and Consultant use only. Not for Public Distribution.
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14For Plan Sponsor and Consultant use only. Not for Public Distribution.
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15For Plan Sponsor and Consultant use only. Not for Public Distribution.
Source: AIG 2019 Plan for 100 Survey was conducted online within the United States by Dr. Michael Finke of The American College of Financial Services in December 2018 and January 2019 among 1,012 U.S. adults age 45-74 who have at least $50,000 in retirement accounts.
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16For Plan Sponsor and Consultant use only. Not for Public Distribution.
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17For Plan Sponsor and Consultant use only. Not for Public Distribution.
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18For Plan Sponsor and Consultant use only. Not for Public Distribution.
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19For Plan Sponsor and Consultant use only. Not for Public Distribution.
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20For Plan Sponsor and Consultant use only. Not for Public Distribution.
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21For Plan Sponsor and Consultant use only. Not for Public Distribution.
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22For Plan Sponsor and Consultant use only. Not for Public Distribution.
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23For Plan Sponsor and Consultant use only. Not for Public Distribution.
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24For Plan Sponsor and Consultant use only. Not for Public Distribution.
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25For Plan Sponsor and Consultant use only. Not for Public Distribution.
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26For Plan Sponsor and Consultant use only. Not for Public Distribution.
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27For Plan Sponsor and Consultant use only. Not for Public Distribution.
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28For Plan Sponsor and Consultant use only. Not for Public Distribution.
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29For Plan Sponsor and Consultant use only. Not for Public Distribution.
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For Plan Sponsor and Consultant use only. Not for Public Distribution. 30
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31For Plan Sponsor and Consultant use only. Not for Public Distribution.
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32For Plan Sponsor and Consultant use only. Not for Public Distribution.
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33For Plan Sponsor and Consultant use only. Not for Public Distribution.
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34For Plan Sponsor and Consultant use only. Not for Public Distribution.
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35For Plan Sponsor and Consultant use only. Not for Public Distribution.
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For Plan Sponsor and Consultant use only. Not for Public Distribution. 36
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37For Plan Sponsor and Consultant use only. Not for Public Distribution.
Fixed interest option rate: 2.05%**Subject to change
GMIR: 1.00%
Assumptions:• 5-year contract• AIG Retirement Services is exclusive provider
Annual Fee
0.35% (35 basis points)
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38For Plan Sponsor and Consultant use only. Not for Public Distribution.
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39For Plan Sponsor and Consultant use only. Not for Public Distribution.
Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser.
Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities are distributed by its affiliate, AIG Capital Services, Inc. (ACS), member FINRA.
AIG Retirement Services represents AIG member companies—The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO).
© American International Group, Inc. All rights reserved.VC31132 (06/2020) J471906