Fall 2009

2009 Annual Conference

The NAGDCA 2009 Annual Conference Committee developed a very successful conference this year. The conference held September 12-16 in Austin, Texas focused on the theme "Finding the Right Notes for Retirement”.  Session topics centered on helping plan participants successfully reach their retirement goals.

More than 57 NAGDCA members served as speakers and over 56 guests joined us for the week. Overall, the conference was a great success with delegate comments including
"The conference was excellent and the concentration on education was great!" and "The annual conference was full of useful information and it provided me with the opportunity to discuss issues with my peers.”


 
Alain Kaloyeros, Ph.D., Senior Vice President, Chief Executive Officer, Professor, College of Nanoscale Science and Engineering, University at Albany kicked off the 2009 NAGDCA Annual Conference with his presentation on Nanotechnology - The Future and the Economy.
 
 
 
  
Members taking advantage of the Cyber Café sponsored by Fidelity Investments. 
 
 
 
General Session: The Washington Report. Moderator: Mindy Harris, Multnomah County (OR).  Featured speakers: Rod Crane, TIAA-CREF; Jerry Golden, Nationwide Retirement Solutions, Inc; Susan White, NAGDCA Legislative Counsel
 
 
General Session: Investments in the Current Market Environment.  Moderator:Michelle Berklacich, State of California. Featured Speakers: Kamila Kowalke, Dow Jones Indexes and James Sia, Wellington Management Company, LLP
 
 
 
 One of NAGDCA’s ten educational breakout sessions: Stable Value Funds (Speakers: David Fischer, State of New York; Bruce Goode, Goode Investment Management, Inc.; Keith Hocter, Bellwether Consulting; Michael Halpin, State of Maryland, Moderator)
 
NAGDCA Arthur N. Caple Scholarship and the Student Mentoring Program at the 2009 NAGDCA Annual Conference
 
NAGDCA and the ANC Foundation recognizes the following 2009 Scholarship Recipients.
 
Full Scholarship Winner – Meghan Shepard (University of Georgia)
 
Shepard was selected by the ANC Foundation Board based on her demonstrated knowledge on retirement planning and commitment to the industry.  Shepard received $1,000 to go towards her last year in graduate school at the University of Georgia where she is studying Family Financial Planning. She also received all-expense paid travel to the 2009 NAGDCA Annual Conference.
 
A travel stipend and conference registration was also awarded to the following students: Matthew Bagley (Texas Tech University), Katie Reeves (University of Georgia), Tim Griesdorn (Texas Tech University), Kristin Smith (University of Georgia) and Alden Mergenthal (University of Georgia).
 
Applications for the 2010 Scholarship Program will be accepted in Spring 2010. 
 
The ANC Foundation in partnership with the International Foundation for Retirement Education (InFRE), developed the criteria for the scholarship. To be considered, applicants must be enrolled as a full-time student at a university or college, be a junior or senior, be enrolled to continue university studies for the following semester, and be a U.S. citizen.
 
The scholarships commemorate the lifework of Arthur N. Caple, former Executive Director of the State of Maryland Supplemental Retirement Plans and NAGDCA Past President, who passed away in 2004.
 
For additional information about the scholarship program or to make a donation please visit the ANC Foundation website at www.caplefoundation.org.
 
The Arthur N. Caple Foundation was formed to advance knowledge in the field of public sector retirement security. The Foundation, established in 2006 as a supporting organization of the National Association of Government Defined Contribution Administrators (NAGDCA), supports both individual educational opportunities and research to expand knowledge related to the importance of retirement readiness. To accomplish its mission, the Foundation operates under the following principals:
 
·         Retirement Education - The Foundation is to provide higher education students with funding to study financial or retirement planning and to create opportunities for the students to participate in related learning opportunities.
 
·         Research and Information Exchange - The Foundation supports research, information sharing and collaborative endeavors that further retirement readiness and expand knowledge of retirement issues and solutions.


 
2008-2009 NAGDCA President, Alex Turner, presents Meghan Shepard,
a student at the University of Georgia, with a check for the Arthur N. Caple Scholarship
 
Student Mentoring Program
 
Along with the presentation of the Arthur N. Caple Scholarship, 34 students from three different universities participated in the 2009 NAGDCA Student Mentoring Program. With the surge of financial planning programs found in universities throughout the United States, it has been a goal for NAGDCA to reach out to these individuals and introduce them, early on, to the benefits of NAGDCA and its membership. For the fifth year, NAGDCA has provided the Student Mentoring Program at the Annual Conference, and it was another great success. With the help of the International Foundation for Retirement Education (InFRE), NAGDCA paired 34 students, representing three universities (Texas Tech University, the University of Georgia, and the University of Texas-Pan American), with two mentors from both the industry and government sector of the defined contribution community.
 
 
Some of the students who were in attendance at the 2009 Annual conference.  
 
 
 
Students were invited to attend sessions with their mentors to gain a better understanding of current issues.
 
The students and their mentors attended a specially planned session that introduced the students to NAGDCA and its many benefits, while opening a channel of communication between the students and their mentors. Mentors were also encouraged to take some time out of their busy conference schedules and help the students network with fellow attendees, offer themselves as future resources, and provide onsite support for the students while at the conference.
  
The students and mentors were both polled on their experience, and from the responses that were received, this program will continue to expand and develop in years and conferences to come.

NAGDCA would like to recognize and congratulate the 2009-2010 NAGDCA Executive Board and 2009-2010 ANC Foundation Board of Directors.

NAGDCA Executive Board:
President: Edward Lilly, State of New York
Vice President: Gay Lynn Bath, State of Oregon
Secretary-Treasurer: Julia Durand, CalSTRS
Member-at-Large: Tom Mueller, Sanitation Districts of LA County
Member-at-Large: Eric Sanderson, Ohio PERS
Industry President: Kurt Walten, NAREIT
Industry Observer: Janet Kendall, ING
Past President: Alex Turner, State of Arizona

ANC Foundation Board of Directors:
President: Edward Lilly, State of New York
Vice President: Gay Lynn Bath, State of Oregon
Secretary-Treasurer: Julia Durand, CalSTRS
Director: Tom Mueller, Sanitation Districts of LA County
Director: Eric Sanderson, Ohio PERS
Industry President: Kurt Walten, NAREIT
Industry Observer: Janet Kendall, ING
Past President: Alex Turner, State of Arizona
Industry Representative: Cathie Eitelberg, The Segal Company
InFRE Representative: Betty Meredith, InFRE

National Save for Retirement Week
  

This week, NAGDCA and its members are celebrating National Save for Retirement Week (October 18-24, 2009).

NAGDCA would also like to hear what your plan has done to promote this very important week. Please send your information and sample materials to Tracy Tucker (ttucker@amrms.com).   
 
A NAGDCA task force has been hard at work, creating promotional materials for plan sponsors to utilize during National Save for Retirement Week. The materials are downloadable and can be personalized. Please visit the National Save For Retirement Week page on the NAGDCA website for information.