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Linn Benton Lincoln ESD

VALIC
(aka: VALIC)

This Vendor Page has not been approved by VALIC,
but the information provided should be useful to you.

VALIC (aka: VALIC) - General Status

VALIC will continue in the 403(b) market. VALIC has signed CCC's Umbrella ISA.

VALIC (aka: VALIC) Web Homepage

VALIC Homepage may be accessed here .

Product Information

Click the link(s) below for information on VALIC investment products:

Fee Information

Click the link(s) below for information on the fees associated with VALIC accounts:

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403(b) Investment Options

VALIC offers the following type(s) of 403(b) investment option:

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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.

 

VALIC (aka: VALIC) - LBL ESD Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

VALIC Plan Number

When contacting VALIC or its local contacts, have ready your LBL ESD - VALIC GROUP NUMBER: 43502

LBL ESD EIN

When contacting VALIC or its local contacts, you may require the LBL ESD EIN: 936000628

LBL ESD 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 LBL ESD list of authorized vendors.

Request Additional Information from VALIC

Contact VALIC directly if you have additional questions about VALIC products or services.

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 LBL ESD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

LBL ESD 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 Forms and Online Submissions Links

VALIC 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.

LBL ESD Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the LBL ESD 403(b) Plan and much more on the LBL ESD Information Page, available by clicking here.