Dealing with time-consuming plan compliance issues is probably not the favorite part of your job description. This is why so many plan sponsors and administrators have simplified their jobs through Retirement Manager, the vendor-neutral compliance service from VALIC Retirement Services Company (VRSCO). With its long list of services, flexibility and an easy-to-use online platform, Retirement Manager can enable you to:

• Eliminate compliance administration headaches
  
  
• Reduce unnecessary costs
  
  
• Receive professional compliance solutions from an experienced industry pioneer
  
  
• Aggregate plan data across multiple providers securely and safely

Retirement Manager Core Compliance delivers essential compliance functions more efficiently than ever.
VALIC has expanded its industry-leading compliance services for 403(b) plan sponsors with Core Compliance -- a new suite of enhanced services to meet core compliance needs. This expansion means that a broader range of groups now have access to these compliance functions.

The new Retirement Manager enhancements help eliminate administrative hassles by automating compliance functions. For most organizations, there is no additional cost for these core services -- something that may be particularly important to colleges and school districts struggling to get by on ever-tightening budgets.

Core Compliance is easy and effective:

• Retirement Manager can help plan sponsors meet 403(b) and 457(b) plan compliance requirements, including loan and distribution data aggregation, with limited day-to-day employer involvement and no required data files from the plan sponsor. These services can be provided at no cost to groups with fewer than 10 vendors.
  
  
• For those groups that can send and receive periodic electronic data files (including demographic and contribution data), Retirement Manager Core Compliance can provide the added benefits of:

• severance-of-employment and age-based distribution eligibility certificates
• contribution limit monitoring and enforcement
• automated contribution suspension following hardships, and
• customized employee messaging though
  Retirement Manager.

Rapid market acceptance
VALIC is leading the 403(b) market with automated compliance tools: Over 400 plan sponsor clients are now using the Retirement Manager automated system. Here’s what Bob Architect, former IRS Senior Tax Law Specialist and a new member of the VALIC team, had to say about this comprehensive suite of tools:

“The 403(b) regulations require coordination of plan data across multiple providers to properly satisfy a plan sponsor's compliance obligations. Retirement Manager is a precisely targeted solution for providing that coordination cost effectively for the plan sponsor, the plan providers and most important, the plan participants.”

Bob Architect
Vice President of Compliance and Market Strategy
VALIC

For additional information, click here to obtain a copy of VALIC's Retirement Manager brochure, or call the 403(b) Resource Center at 1-877-403(b)REG (2734).