VALIC (aka: VALIC) - General Status
VALIC will continue in the 403(b) market. VALIC has signed CCC's Umbrella ISA.
VALIC will accept and separately account for after tax dollars (RE: PERS).
VALIC (aka: VALIC) Web Homepage
VALIC has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by VALIC, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by VALIC to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
VALIC offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
VALIC accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Marketing Information
Investment products of VALIC are marketed using the following approaches:
- End of List Declared by VALIC
Helpful Employee Resources
VALIC provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with VALIC, please visit our General VALIC Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
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VALIC (aka: VALIC) - Jefferson Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
VALIC Plan Number
When contacting VALIC or its local contacts, have ready your Jefferson - VALIC GROUP NUMBER: To Be Determined
Jefferson EIN
When contacting VALIC or its local contacts, you may require the Jefferson EIN: 936000758
Jefferson Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for VALIC on Jefferson list of authorized vendors.
Request Additional Information from VALIC
Contact VALIC directly if you have additional questions about VALIC products or services.
VALIC has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
VALIC has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Jefferson
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
VALIC
does not require any monthly contribution amount
.
Vendor FormsVALIC has supplied the following forms which may be PDFs or online submittals: Please contact VALIC to request any other type of forms you might need.
Jefferson Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.
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