Solutions for Private Tax-Exempt Employers

Healthcare, private education and other tax-exempt organizations like yours deserve responsible, professional assistance in complying with the new regulations governing 403(b) plans. When the proposed regulations were announced in 2004, we took a proactive course to become the industry leader in offering our plan sponsors a long-term solution. The result is our Retirement Manager Compliance Essential, an array of tools developed to assist your organization compliance.

This implementation Quick Steps Guide is designed to assist you in the final phase of transitioning your plan to meet the January 1, 2009, regulatory deadline.

STEP 1 - Determine Your Plan Status

STEP 2 - Finalize Qualified Service Provider Agreements

STEP 3 - Execute Plan Document and Send Copy of Document and Approved Vendor List to Approved Vendors

STEP 4 - Review and Finalize Ongoing Administrative Procedures

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Important Notice about Purchasing an Annuity From Us

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases certain annuity products. What this means for you: When you purchase certain annuity products from us, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.

Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.