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For Plan Sponsor and Consultant use only. Not for Public Distribution.

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Page 1: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 2: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

2For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 3: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

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

Page 4: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

For Plan Sponsor and Consultant use only. Not for Public Distribution. 4

433active participants

22%participation rate

$18,250average account balance 403(b)

Page 5: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

5For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 6: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

6For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 7: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

7For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 8: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

8For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 9: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

9For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 10: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

10For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 11: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

11For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 12: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

12For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 13: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

13For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 14: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

14For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 15: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

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.

Page 16: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

16For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 17: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

17For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 18: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

18For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 19: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

19For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 20: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

20For Plan Sponsor and Consultant use only. Not for Public Distribution.

Page 21: For Plan Sponsor and Consultant use only. Not for Public … · 2020-07-10 · For Plan Sponsor and Consultant use only. Not for Public Distribution. 15 Source: AIG 2019 Plan for

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