NAGDCA 2009 Survey of Defined Contribution Plans

National Summary

Overall Survey Results

INTRODUCTION

Thanks to the plan sponsors and administrators who took the time to complete the survey and provide NAGDCA with valuable insight about the details of their plans. Without the contributions of these individuals, NAGDCA could not provide this valuable information.

This report contains two sections. The National Summary provides a narrative overview of the key areas involved in administering governmental 457, 401(k), 401(a), and 403(b) plans. The survey also provides a pdf of the Overall Survey Results, which offers a look at the survey through charts and responses from all participating entities.

This survey offers as much information as possible based on the answers submitted by the survey respondents. Responses reflect the details of the individual member plans as of December 31, 2008. Please note that not all of the survey respondents answered all survey questions. Every effort was made by the task force to ensure accuracy of the survey, and the information contained herein is accurate to the best of our knowledge. If you have questions about the information provided within this report, please contact NAGDCA Headquarters for answers to specific questions you may have.

Thanks to the members of the Survey Task Force, whose names are listed below, for volunteering time from their busy schedules. It is through their efforts that projects such as this are successful and beneficial to the association. We hope this information will be useful to government 457, 401(k), 401(a) and 403(b) plan sponsors in the administration of their own plans, and we welcome any comments or suggestions you may have regarding this publication.

Edward Zagajeski
Metropolitan Transportation Authority, NY

Jane Evancho
City of Tacoma

Rebecca Gill
Nationwide Retirement Solutions

Marlene Hoskins
ICMA-RC

John Nielsen
Great-West Retirement Services

David Turla
County of Los Angeles

 

 

 

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