Transition to the new plan environment

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Call: 1-877-403bREG (2734)
E-mail: 403(b)REG

Step 3 - Resources

Step 3 - Plan Administration Items

Action Item(s):

• Finalize operational issues. Collect and store salary reduction agreements for future reference.

• Communicate universal availability policy to all eligible employees, use building mailbox and payroll stuffers, posters and e-mail blasts.

• Review loan and hardship administration with each vendor on an ongoing basis.

• Complete self-audit checklist and review compliance manual periodically.

• Document and keep all provider and participant communications for future reference.

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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.