2009 Leadership Recognition Award Winners
NS4RW 2009 Leadership Award Winners
Special Award of Distinction:
Ventura County, CA – 2008 National Save for Retirement Week
(Industry Partners includes Fidelity Investments)
Metropolitan Water Reclamation District of Greater Chicago - National Save for Retirement Week 2008
(Industry Partners include ICMA-RC)
State of New Jersey - National Save for Retirement Week
(Industry Partners include Prudential Retirement)
Other Award Winners:
City and County of Honolulu, HI – Save for Retirement Week Campaign
(Industry Partners include ING)
City of Edmond, OK – Employee Nest Egg Expo
(Industry Partners include Great-West Retirement Services; Ameriprise Financial Services; Oklahoma Firefighter Pension Administrators; Oklahoma Police Pension Administrators; City of Edmond Civilian Pension Administrators; U.S. Social Security Agency; Oklahoma 529 College Savings Plan; Bank of Oklahoma; Tinker Federal Credit Union; McAlister McAlister McKinnis & Tuggle Law Offic)
City of Houston, TX – The Third Annual City of Houston Financial Fitness Expo
(Industry Partners include Great-West Retirement Services; American Century; MFS; AIM; Fidelity; Social Security Administration)
City of San Jose, CA – National Save for Retirement Week
(Industry Partners include ING)
State of Florida – National Save for Retirement Week Mailer
(Industry Partners include Valic, ING, Nationwide Retirement, T. Rowe Price, Charles Schwab, Great – West Retirement Services)
Plan Design and Administration Leadership Award Winners
Special Award of Distinction:
CalPERS – Supplemental Income Plan
(Industry Partners include ING)
County of San Bernardino, CA – 457(b) and 401(k) Plan Design and Effective Communication
(Industry Partners include ING; SST Benefits Consulting and Insurance Services, Inc.)
State of Oklahoma – The Oklahoma Experience: Partnering Open Enrollment for Employee Benefits with Deferred Compensation
(Industry Partners include State of Oklahoma Benefits Council; Oklahoma Public Employees Retirement System; Great-West Retirement Services)
Other Award Winners:
City and County of San Francisco, CA – Discover Your Retirement Potential
(Industry Partners include Great-West Retirement Services; Angeles Investment Advisors)
City of Aurora Fire, CO – Expense Reduction/Education Enhancement
(Industry Partners include Innovest Portfolio Solutions; InSight Employee Benefit Communications; Vanguard)
City of Aurora Police, CO – “Retirement Class” Target Date Portfolios
(Industry Partners include InSight Employee Benefit Communications
County of Los Angeles, CA – Investment Model Conversion
(Industry Partners include Great-West Retirement Services; BNY-Mellon; NEPC)
King County, WA – King County Employees Deferred Compensation Plan Pricing Structure
(Industry Partners include Hyas Group; Arnerich Massena & Associates)
Metropolitan Transportation Authority – Deferred Compensation Program Transition
(Industry Partners include Prudential Retirement, Mercer Investment Consulting)
Multnomah County, OR – Plan Enhancements
(Industry Partners include SST Benefits; Advantis Credit Union; The Hartford; ING)
Oakland County, MI – Part-Time Non-Eligible Alternative to Social Security Program
(Industry Partners include ICMA-RC)
State of Arizona – Two-Tiered Plan Processing Enhancements Initiative
(Industry Partners include Nationwide Retirement Solutions)
State of Florida – Age Demographic Mailer
(Industry Partners include Valic; ING; Nationwide Retirement Solutions; Great-West Retirement Services; T. Rowe Price; Charles Schwab)
State of Florida – Newsletter with Increase Card
(Industry Partners include Valic; ING; Nationwide Retirement Solutions; Great West Retirement Services; Charles Schwab; T. Rowe Price)
State of Hawaii – Staying Current in Uncertain Times
(Industry Partners include ING; Mercer Investment Consulting)
State of Michigan – Add Roth Feature to 401(k) Plan
(Industry Partners include ING)
State of New York – Implementation of New Administrative Fee Structure
(Industry Partners include Nationwide Retirement Solutions; Evaluation Associates; Shearman & Sterling)
State of North Carolina – North Carolina Transition
(Industry Partners include Great-West Retirement Services; Prudential Retirement)
State of South Carolina – Addition of Advice and Roth 401(k) Features
(Industry Partners include ING; Financial Engines)
Effective Communication Leadership Award Winners
Special Award of Distinction:
City of Portland, OR – Retirement Investing Made Easy
(Industry Partners include ING)
County of San Bernardino, CA – 457(b) and 401(k) Plan Design and Effective Communication
(Industry Partners include ING; SST Benefits Consulting, Inc.)
State of New Jersey – National Save for Retirement Week
(Industry Partners include Prudential Retirement)
Other Award Winners:
CalPERS – Supplemental Income Plan
(Industry Partners include ING)
CalSTRS – Your Money Matters
(Industry Partners include TIAA-CREF; JEM Resource Partners)
City & County of San Francisco, CA – Discover Your Retirement Potential
(Industry Partners include Great-West Retirement Services; Angeles Investment Advisors)
City of Aurora Fire, CO – Comprehensive On-Site Participation Education
(Industry Partners include InSight Employee Benefit Communications)
City of Aurora Police, CO – Understanding and Navigating Volatile Markets
(Industry Partners include InSight Employee Benefit Communications)
City of Kansas City, MO – Take Control of Your Finances and Health – Reduce Debt Reduce Stress
(Industry Partners include Nationwide Retirement Solutions)
City of New York, NY – IRA Mini Brochure
(Industry Partners include ICMA-RC)
Commonwealth of Kentucky – Kentucky Public Employees' Deferred Compensation Authority “Get Into Prison” Enrollment Campaign
(Industry Partners include Nationwide Retirement Solutions)
Commonwealth of Massachusetts - SMART Plan Enrollment Campaign
(Industry Partners include Great-West Retirement Services)
County of Los Angeles, CA – Investment Model Conversion
(Industry Partners include Great-West Retirement Services; BNY-Mellon; NEPC)
Johnson County, KS – START Planning Today
(Industry Partners include Lockton Benefits Company; ING)
Metropolitan Transportation Authority – Deferred Compensation Program Transition
(Industry Partners include Prudential Retirement; Mercer Investment Consulting)
San Diego County, CA – 457 and 401(a) Deferred Compensation Provider Transition Marketing & Communications Plan
(Industry Partners include Nationwide Retirement Solutions; The Glading Group)
State of Florida, Project 1 - 24/7 Card
(Industry Partners include Valic; ING; Great-West Retirement Services; Nationwide Retirement Solutions; Charles Schwab; T. Rowe Price)
State of Florida, Project 2 – Age Demographic Mailer
(Industry Partners include Valic; ING; Great-West Retirement Services; Nationwide Retirement Solutions; Charles Schwab; T. Rowe Price)
State of Florida, Project 3 – Catch-up Mailer
(Industry Partners include Valic; ING; Great-West Retirement Services; Nationwide Retirement Solutions; Charles Schwab; T. Rowe Price)
State of Florida, Project 4 – Newsletter with Increase Card
(Industry Partners include Valic; ING; Great-West Retirement Services; Nationwide Retirement Solutions; Charles Schwab; T. Rowe Price)
State of Florida, Project 5 – Non Participant Mailer
(Industry Partners include Valic; ING; Great-West Retirement Services; Nationwide Retirement Solutions; Charles Schwab; T. Rowe Price)
State of Florida, Project 6 – NS4RW Mailer
(Industry Partners Valic; ING; Great-West Retirement Services; Nationwide Retirement Solutions; Charles Schwab; T. Rowe Price)
State of Hawaii – Investment Advice Service Promotional Campaign
(Industry Partners include ING)
State of Indiana – The Savage Approach to Saving for Retirement – Complimentary Dinner Event
(Industry Partners include Great-West Retirement Services)
State of New Jersey – Increasing Deferrals Campaign
(Industry Partners include Prudential Retirement)
State of New Mexico – New Mexico 2008 Market Conditions Response Piece
(Industry Partners include Nationwide Retirement Solutions)