The Federal Way
Education Association

VALIC   Your Retirement Savings and Planning Partner working in K-12 for over 50 years.

Find out the details of some valuable retirement and tax saving opportunities including contribution limits, tax benefits, asset allocation, risk, time value of money. VALIC offered the first School District 403 b Plan in the US K-12 market in 1964 and has been an industry pioneer, innovator and leader for over four decades.  VALIC has K-12 advisors and products in all 50 states.

WEA Tax-Deferred Annuities/ VALIC                                             

 Boost the earning potential of your retirement savings with a WEA-endorsed 403(b) Tax-Deferred Annuity from VALIC.  With over 60 investment options and three guaranteed fixed options, you can put Vanguard, AIM, Oppenheimer, T. Rowe Price, American Century and other well-known investment managers to work for you.  Our state-of-the-art financial planning tools help assure you will achieve your goal of financial independence.  VALIC Financial Advisors will provide you guidance to establish your retirement savings goals, determine your investment preferences, evaluate your risk tolerance and design an asset allocation strategy to fit your long-term financial goals.  Find out why VALIC has been WEA endorsed for over 45 years.  Contact your local VALIC Financial Advisor Bill Pandiani @ 253-224-3112  (locally) or 800-892-5558 ext 87752 (Nationally) or  email: william.pandiani@valic.com for more information.

*WEA Endorsed Financial Planning w/ VALIC Financial Advisors, Inc. 

*Retirement Income Strategies Plans:  30-50 page report outlining 25-35 year retirement income strategies.

*Financial 360 Plans: 30-50 page report detailing all current investment holdings and allocations with retirement in mind.

*TRS, DRS, PERS Plan 1, Plan 2, Plan 3 consultation and education

Learn all about your plan and methods to maximize benefits to each individual’s retirement goals.

*New employee Retirement Plan Options and education

Learn about your options in detail when selecting Plan 2 or Plan 3 as a new employee of FWSD

*In building in Educational Workshops aimed toward informing employees of valuable retirement benefits.

Including:  I can’t afford to save right now.  It is too late for me to save as I only have 5 years left.  I will have to work until I am 100!  How does it work that I can lower my current tax burden and save for retirement at the same time.  What is the difference between a 403 b, IRA and Deferred Compensation Plan? What is a Roth 403 b?

403 b  The history of this unique retirement savings tool offered only to non- profits by the IRS

Roth 403 b  See the enhanced tax and estate savings benefits of the Roth 403 b option

457 plan  See the benefits of a side by side savings strategy for government/ non profit employees.