Is there any mandate for investment companies (Valic, in my case) to complete the 403(b) model disclosures form? They're avoiding responding to me. My school district, at my urging, sent the form to them a couple of years ago and they partially completed it in response to that --- but I realized I hadn't gotten an update, so I requested it from our "advisor," and she's avoiding me, now. Which makes me not trust my investment company much.
The instructions I've seen say that employers might want to consider modifying their contract with their provider to require this form be completed annually -- but my employer's benefit manager is not terribly on-the-ball about this stuff.
Is there a legal requirement, for investment providers to public school districts, that anyone can point me to?
I kind of want to use this to force the issue that, perhaps, my school district should consider putting out an RFP and start shopping around for another investment company!