Fall 2006

2006 Leadership Awards from Coast-to-Coast

This is truly an Around the Country article which reaches from coast-to-coast. At the 2006 NAGDCA Annual Conference, 27 plans from across the country were recognized for their innovative and outstanding achievements in effective communication or plan design & administration in defined contribution/deferred compensation.

The NAGDCA Leadership Recognition Awards were established in 2000 to highlight plans who are making huge strides in improving communication and education about their defined contribution/deferred compensation plans.

Nominations from both government and industry members came pouring in as soon as nominations opened. All nominees ranging from 401(k) to 403(b) to 457 plans, whose innovations have resulted in a sound improvement in their plans, were recognized with an award at the 2006 Annual Conference.


NAGDCA President, Della Williamson, presents the State of Oregon with their 2006 Leadership Award.

2006 Leadership Recognition Award Winners

City of Austin Deferred Compensation Committee

Interactive CD-ROM for Communicating Plan Information

City of Kansas City, Missouri
Firefighter Retirement Jeopardy

City of Portland 457 Deferred Compensation Plan
Portland Retirement Investing Made Easy

Commonwealth of Pennsylvania, Deferred Compensation Program
Keystone of a more secure retirement

County of Ventura Deferred Compensation Program
Enhanced Transaction Capabilities

Kansas City Deferred Compensation Board
Kansas City Transition to Nationwide Retirement Solutions

Kentucky Public Employees' Deferred Compensation Authority
Retirement Plan For Life

Multnomah County, Oregon Deferred Compensation Plan
Effective Communication and Education

New Jersey State Employees Deferred Compensation Plan
Plan Design & Administration

New York City Deferred Compensation Plan
Understanding the Roth 401(k)

New York State Deferred Compensation Plan
Educational Enrollment Kit

North Carolina 401(k) Plan
Effective Communications - Asset Allocation and Increasing Contributions - NC 401(k) Plan

Oakland County Deferred Compensation Campaigns
Simple Start-Increasing Participation and Retirmetn Savings-Increasing Deferrals

San Diego County Deferred Compensation Program
Investment Line-Up Change Campaign

State Board of Administration of Florida
Florida Retirement System - DROP Rollover to DC Plan

State of Arizona Deferred Compensation Plan
2005 Plan Well: Play Well Financial Planning Seminar

State of Connecticut Defined Contribution Plans
Total Account Management

State of Florida Division of Treasury, Bureau of Deferred Compensation
State of Florida 457 Deferred Compensation Plan

State of Indiana
The Greatest Spectacle in $aving/Effective Communication

State of Indiana Deferred Compensation Plan Committee
Elements of Retirement

State of North Carolina
Incoming Transfer Campaign Initiative

State of Oregon
Oregon Enrollment Kit

State of Texas
Texa$aver Communications Program Campaign

State of Wisconsin Deferred Compensation Committee
ETF Education Program

Virginia Retirement System - Defined Contribution Plans Administration
Post-Retirement Strategies

Wisconsin Deferred Compensation Program
A Communication Plan About the Conversion of the WDC Program to a New Plan Administrator

WY Retirement System Deferred Compensation Plan
Retirement Strategies: Reaching Your Destination with Pre-Retirement Planning and Building an Investment Foundation: Investment Concepts and Definitions

To view examples of these award winning programs please visit the NAGDCA Clearinghouse and search the 2006 Leadership Award winners. Also, more extensive information can be retrieved on particular plan websites or by contacting the award winners for samples: http://www.nagdca.org/users/clearinghouse/index.cfm

 

State of California to Issue a Request for Proposal for Seven Investment Products

The State of California's Department of Personnel Administration (DPA) will soon release a Request for Proposal (RFP) soliciting bids for seven (7) investments in the following categories: 1) Bond Index, 2) Large Cap Equity Index, 3) International Equity Index, 4) Mid Cap Equity Index, 5) Small Cap Equity Index, 6) International Value Equity (actively managed), and 7) International Growth Equity (actively managed). Three of these investments will be added to the current investments available in the Savings Plus Program's Deferred Compensation Plan [Internal Revenue Code (IRC) Section 457] and Thrift Plan [IRC Section 401(k)] and four of these investments will replace investments that will be discontinued in 2007.

The proposed investments must be qualified to accept both IRC Section 457 and Section 401(k) plan assets. Also, the proposing firms and the proposed investments must meet minimum qualifications and mandatory business and licensing requirements as specified in the RFP.

DPA will select these investments through a competitive process that considers firm background and experience, specific investment strategy, investment philosophy and process, investment performance, fees, and other operational information. It is DPA's intention to award one contract for each investment mandate. The Agreement(s) resulting from this RFP will be for a five-year period beginning August 1, 2007 with the option to extend the Agreement(s) up to two additional one-year periods.

The anticipated release date of this RFP is approximately December 15, 2006. If you are interested in receiving a bid package, please visit www.cscr.dgs.ca.gov/cscr on or after December 15, 2006. Select 'View By Contract Number or Agency' then select 'Agency' and scroll to 'Department of Personnel Administration' and click the submit button. If you are unable to download the bid package, you may call our Bidder's Hotline at (916) 445-9007 to request a hard copy. Final proposals are anticipated to be received by January 22, 2007.