2020 Annual Banner
2020 Mobile Header

2020 Annual Conference

NAGDCA’s Annual Conference is the nation’s premier event for public sector defined contribution administrators. This yearly conference offers plan sponsors and industry representatives the opportunity to build a national network of contacts, share ideas with peers, learn innovative techniques for improving retirement outcomes, and much more!

WHEN : Sunday, October 4 – Wednesday, October 7

WHERE : Hyatt Regency Seattle | 808 Howell St, Seattle, WA 98101

Counting Down

0
0
0
Weeks
0
0
0
0
Days
0
0
Hrs
0
0
Min
0
0
Sec

Registration Information

REGISTER TODAY!

The health and safety of our attendees is our top priority. NAGDCA continues to monitor guidelines from the CDC and local health officials. We anticipate having better clarity in June/July around our ability to hold an in-person conference. We recommend that you register as you normally would, but wait to book flights until closer to the event to avoid potential cancellation charges. You can register and cancel with a full refund by September 4, 2020.

Government Registration
(fees are per person)
Early Bird
(before Aug. 11)
Regular Rate
(after Aug. 11)
Current Member $600 $700
New Member (as of 1/1/20) $250 $350
New WA Member (as of 1/1/20) $125 $125
Government Member-in-Transition¹ $300 $300
Government Non-member² $200 $300

¹ Individuals who have been NAGDCA members for a minimum of two years within the past three years may attend the annual conference one time at a reduced registration fee in the 12 months after which they become unemployed.

² Non-member registration includes complimentary NAGDCA membership beginning on the date of purchase through Dec. 31, 2020 for organizations who have not been members within the past 5 years. The non-member rate is available one time only.

Unsure if your organization is a member? Click here to access a list of current government member organizations.

If you have questions or would like to register at the Government Non-member rate, please contact Jessica Willhoite, Association Administrator, at JWillhoite@amrms.com

Industry Registration
(fees are per person)
Early Bird
(before Aug. 11)
Regular Rate
(after Aug. 11)
1-2 Company Representatives $1,375 $1,475
3-5 Company Representatives $1,275 $1,375
6-10 Company Representatives $1,175 $1,275
11-19 Company Representatives $1,075 $1,175
20+ Company Representatives $975 $1,075
Industry Member-in-Transition¹ $490 $490
Industry Non-member $1,700 $1,800

¹ Individuals who have been NAGDCA members for a minimum of two years within the past three years may attend the annual conference one time at a reduced registration fee in the 12 months after which they become unemployed.

Other Registration Types Early Bird
(before Aug. 11)
Regular Rate
(after Aug. 11)
Retired Government Member $125 $125
Past NAGDCA President $125 $125
Media Complimentary Complimentary
Guest Registration Early Bird
(before Aug. 11)
Regular Rate
(after Aug. 11)
Guest with Guest Program¹ $125 $125
Guest without Guest Program $75 $75

¹ Click here for information about the guest program. Limited space is available for the guest program. When capacity is met, guests will have the option to register at the lower rate and opt-in to the Guest Program wait list. 

SUBSTITUTIONS

NAGDCA accepts substitutions at any time including onsite. All substitution requests should be emailed to registration@nagdca.org.

REFUNDS

  • Full Refund – cancel by September 4
  • Full Refund less a $25 administrative fee – cancel between September 5 – September 20
  • No refunds after September 20 unless in the event of a special circumstance such as a serious illness, accident, or death of a family members. Documentation to support the special circumstance (e.g., a physician’s statement) will be required in order to process the refund.

EVENT CANCELLATION

The NAGDCA Annual Conference will be cancelled due to inclement weather, communicable diseases or other acts of God (i.e. a hurricane) if the venue and/or location of the event is closed or provides notice to NAGDCA of its inability to hold the event, or if the local, state or federal government declares an emergency status is in effect for the location of the event. If the NAGDCA Annual Conference is cancelled due to inclement weather, communicable diseases or other acts of God as set forth herein, every attempt will be made to reschedule the event and your registration fee will be applied to the rescheduled event date.

If the NAGDCA Annual Conference is cancelled and is not rescheduled, your registration fee will be refunded. If the event is rescheduled as a virtual event, a portion of your registration will be refunded. Any travel expenses that may have been incurred cannot be refunded by NAGDCA under any circumstances. If the NAGDCA event is held in person but conditions (whether forecasted or actualized) prohibit you from traveling, NAGDCA cannot refund your registration fee beyond the published cancellation dates.

Click here for up to date information regarding the coronavirus. 

Questions? Please email registration@nagdca.org if you have conference registration questions.

Agenda

Conference agenda is subject to change. All activities held at the Hyatt Regency Seattle unless otherwise noted.

Sunday October 4th

9:00 a.m. – 11:00 a.m. InFRE Pre-conference Workshop
Additional cost: $65.00 – sign up when you register

Creating Retirement Income to Last a Lifetime

Over the past several decades the retirement planning landscape has changed considerably and we are in a new retirement environment. American workers are living longer, want to retire earlier, have higher lifestyle expectations than their predecessors, and have good reason to be concerned about health care costs and how to invest for a retirement of 30 or more years. Retirement distribution planning is much more complex than retirement accumulation planning and there are many trade-offs to consider when making decisions about when and how to tap into retirement resources. This workshop was created to help retirement plan participants think about how to manage retirement risks and create an income plan that lasts a lifetime.

  • During the workshop your speaker will cover:
  • The difference between retirement accumulation planning and distribution planning.
  • How to identify and manage longevity, inflation, healthcare and investing risks.
  • Options for closing retirement income gaps to create lifetime income.
  • The importance of working with a retirement professional to create your plan.

This session qualifies for 2 hours of Certified Retirement Counselor (CRC®) professional continuing education credit.

Your speaker:  Kevin Seibert, CFP®, CEBS®, CRC®, Managing Director, International Foundation for Retirement Education (InFRE).

9:00 a.m. – 12:00 p.m. NAGDCA Board Meeting
11:00 a.m. – 6:00 p.m. Registration Open
12:30 p.m. – 2:30 p.m. Intro to DC Plans
This session is complimentary, but you must sign up when you register.

Learn about the primary concepts related to achieving successful outcomes in a defined contribution plan. This session may be particularly beneficial to government or industry professionals new to working with DC plans, or seasoned professionals interested in a fresh take on the building blocks of expanding participant success.

2:45 p.m. – 3:45 p.m. Board/Committee Membership, Governance & Best Practices
This session is complimentary, but you must sign up when you register.

Proper plan oversight and operation is essential in maintaining governance on a governmental defined contribution plan. The most common form of plan governance involves the creation of a specialized board (or committee), usually appointed under the governing authority of the plan sponsor. This session is dedicated to assisting those that serve on or support a board or committee with their fiduciary and/or governance duties.

4:00 p.m. – 5:00 p.m. NAGDCA Committee Meetings
5:30 p.m. – 7:00 p.m. President’s Reception
Enjoy dinner and beverages as you catch up with your fellow NAGDCA members on the first evening of the conference.

Monday October 5th

7:00 a.m. – 7:45 a.m. Breakfast
7:00 a.m. – 4:00 p.m. Registration Open
8:00 a.m. – 8:30 a.m. Conference Opening and Welcome
8:30 a.m. – 9:30 a.m. Opening Keynote Speaker
9:30 a.m. – 9:45 a.m. Break
9:45 a.m. – 10:45 a.m. Breakout Group 1
10:45 a.m. – 11:00 a.m. Break
11:00 a.m. – 12:00 p.m. Washington Update
12:00 p.m. – 1:15 p.m. Opening Luncheon 
1:30 p.m. – 2:30 p.m. General Session
2:30 p.m. – 3:00 p.m.  Break
3:00 p.m. – 4:00 p.m. Breakout Group 1 – repeated
4:15 p.m. – 5:00 p.m.  Leadership Award Photos

Tuesday October 6th

6:00 a.m.  Theresa Cruz Myers 5k Run/Walk Participants Meet
Additional fee: $30 – includes t-shirt. Sign up when you register.

Registered runners meet at 6:00 a.m. in the Hyatt lobby for transportation to the starting line.  Transportation will depart at approximately 6:05 a.m.

6:30 a.m.  Theresa Cruz Myers 5k Run/Walk Begins
Registered runners only
7:30 a.m. – 8:15 a.m. Breakfast
7:30 a.m. – 4:00 p.m. Registration Open
8:15 a.m. – 9:00 a.m. Keynote Speaker
9:00 a.m. – 9:45 a.m.  General Session – Response Panel
9:45 a.m. – 10:00 a.m. Break
10:00 a.m. – 11:00 a.m. Breakout Discussion Sessions
Collaborate with your fellow attendees to brainstorm solutions to common administrative issues faced by plan sponsors. Don’t miss out on this opportunity to connect with your peers, share best practices and learn from other’s experiences.
11:00 a.m. – 11:15 a.m.  Break
11:15 a.m. – 12:15 p.m. Government Breakout Sessions by Asset Size
Government members only

  • Session #1: $100 million or less
  • Session #2: $101 million – $250 million
  • Session #3: $251 million – $499 million
  • Session #4: $500 million – $999 million
  • Session #5: $1 billion – $3 billion
  • Session #6: > $3 billion
11:15 a.m. – 12:15 p.m. Industry Members’ Business Meeting
Industry members only
12:00 p.m. – 4:00 p.m. Guest Tour
Reserved for registered guests who select “Guest-with guest tour” as their registration type. 
12:15 p.m. – 1:30 p.m.  Government Members’ Lunch & Business Meeting
Government members only
1:30 p.m. – 1:45 p.m. Break
1:45 p.m. – 2:45 p.m.  General Session
2:45 p.m. – 3:15 p.m.  Break
3:15 p.m. – 4:15 p.m. Breakout Group 2
6:00 p.m. – 9:00 p.m.  Off-site Networking Event

Wednesday OCT 7th

7:30 a.m. – 8:15 a.m. Breakfast
7:30 a.m. – 8:15 a.m. Annual Conference Focus Group
By invitation only
7:30 a.m. – 10:30 a.m. Registration Open
7:30 a.m. – 1:00 p.m.  Luggage Storage
8:30 a.m. – 9:30 a.m. General Session
9:30 a.m. – 9:45 a.m. Break
9:45 a.m. – 10:45 a.m.  Breakout Group 2 – repeated
10:45 a.m. – 11:00 a.m.  Break
11:00 a.m. – 12:00 p.m.  Closing Keynote Speaker
12:00 p.m. – 1:00 p.m.  2021 Annual Conference Committee Meeting

Speakers

Click on each speaker to access their bio.

KEYNOTE SPEAKER

Photo Coming Soon

TBD

KEYNOTE SPEAKER

Jennifer Eberhardt

Professor, Department of Psychology
Stanford University

KEYNOTE SPEAKER

Photo Coming Soon

TBD

Sponsors

NAGDCA Proudly Thanks Our Conference Sponsors!

For sponsorship purchasing information, please click here.

Diamond Sponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Activities

HOST CITY

With everything from unrivaled natural beauty and world-class attractions to major sports teams, a thriving arts and culture scene, and beyond, there’s always something to do in Seattle.

Click here to learn more about Seattle sights and attractions and to plan excursions for your visit.

THERESA CRUZ MYERS 5K RUN/WALK

Additional fee: $30 – includes t-shirt. Sign up when you register.

Run is held in memory of Theresa Cruz Myers who was a long-time member and great supporter of NAGDCA’s efforts to mentor students and provide opportunities to them as they pursue their careers in financial planning. Theresa lost a hard-fought battle to leukemia in December 2014.

Registered runners should meet in the hotel lobby at 6 am on Tuesday, October 6.

GUEST PROGRAM

Reserved for guests only. To sign-up, select “Guest-with Guest Tour” as the registration type.

Guests will be transported to Pike Place Market where they will have a chance to explore the 108-year-old farmers’ market famous for its seafood, produce, craft stands, specialty food shops and much more!

COMMUNITY SERVICE

Please join NAGDCA in giving back to the conference host city by making a donation to the COVID-19 Response Fund. Hosted by Seattle Foundation, the COVID-19 Response Fund will provide flexible resources to organizations working with communities who are disproportionately impacted by coronavirus and the economic consequences of the outbreak. The Fund is designed to complement the work of public health officials and expand local capacity to address all aspects of the outbreak as efficiently as possible.

NAGDCA makes an annual donation on behalf of our speakers and volunteers to a charity located in our conference host city. Now more than ever, we’re encouraging our members and conference attendees to give back to Seattle during these trying times. Click here to learn more about the Response Fund and to make a donation.

Travel

Please note, hotel rooms in NAGDCA’s room blocks are reserved for registered attendees only. Links to reserve rooms at the group rate will be shared with you on the confirmation page of the registration form as well as in the registration confirmation email. You must use those links to reserve rooms at the group rate. At this time, we recommend that you make hotel reservations as you normally would. The Hyatt Regency Seattle and Residence Inn allow for cancellations up to 48 hours out with no penalty. If you cancel within 48 hours, you will incur a one-night charge.

We recommend that you wait to book flights until closer to the event to avoid potential cancellation charges. 

HYATT REGENCY SEATTLE (headquarters hotel and meeting venue)

808 Howell Street, Seattle, WA 98101

Room rate: $239 + taxes and fees*

RESIDENCE INN SEATTLE DOWNTOWN/CONVENTION CENTER (one block from headquarters hotel)

1815 Terry Ave, Seattle, WA 98101

Room rate: $199 + taxes and fees*

*Guest Room Rate is exclusive of applicable taxes and fees in effect at the time of check-in (currently 15.6% taxes and a $2.00 tourism fee)

The Hyatt Regency Seattle is located 15 miles (approximately 25 minutes) from Seattle-Tacoma International Airport (SEA) and does not offer a shuttle service.

PUBLIC TRANSIT: LINK LIGHT RAIL

Attendees may take the Link Light Rail northbound from the SeaTac/Airport station to Westlake Station on Pine Street then walk 5 minutes to the Hyatt Regency Seattle.

The SeaTac / Airport Station is connected to the fourth floor of the airport parking garage. In order to access the garage from the terminal, passengers will have to use the skybridges and walk to the station. The Link Light Rail Service runs from 5 a.m. to 1 a.m. Monday through Saturday and 6 a.m. to midnight on Sundays. Trains arrive and depart every 6 to 15 minutes, depending on the time of day.

Click here to access the Link Light Rail schedule.

APP BASED RIDESHARE SERVICES

There are three app-based rideshare providers at SEA Airport: Uber, Lyft and Wingz. The majority of Lyft, Uber, and Wingz cars pick-up on the 3rd floor of the airport parking garage.

Estimated trip price (one-way): $30.00

TAXICAB

Seattle-Tacoma International Airport offers both Flat Rate Taxis and Metered Taxis. Taxis are stationed on the 3rd floor of the parking garage on the north and south curb. Click here for more information.

OVERNIGHT PARKING 

Hyatt Regency Seattle parking is available at a rate of $45 overnight for self-parking or $55 overnight for valet parking. Parking rates are subject to change without notice. For oversize parking options, please contact the hotel directly.

Residence Inn parking is available at a rate of $45 overnight for valet parking; self-parking is not available. Parking rates are subject to change without notice. For oversize parking options, please contact the hotel directly.

FOR ADDITIONAL OPTIONS TO AND FROM THE HOTEL AND AIRPORT, CLICK HERE.

Continuing Education

Please contact Carly Miller at cmiller@amrms.com if you have any continuing education questions. 

National Association of Government Defined Contribution Administrators 108617 is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

National Association of Government Defined Contribution Administrators (NAGDCA) is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. The total number of PDCs for the SHRM-CPSM or SHRM-SCPSM for this program will be listed once approved (credits awarded based on session attendance). For more information about certification or recertification, please visit www.shrmcertification.org.

NAGDCA is also eligible to offer continuing education credits for CFP and CRC designations. For more information about the CFP program, please visit www.CFP.net, and for more information regarding the CRC program, please visit www.InFRE.org.

For the sessions at the NAGDCA Annual Conference, no advanced preparation nor prerequisites are required.

Learning objectives and the number of credits for each conference session will be posted soon!

Attendees seeking CFP*, CPE, CRC and/or SHRM credit MUST complete a CE session survey for each session attended. The surveys can be found attached to each qualifying session on the mobile app. You must be logged in to the app to complete surveys.

Each session that offers credit will have a code word associated with it, which will be displayed on the last slide of each presentation. Be sure to make note of the code word; you will be asked to enter it at the beginning of each session survey to prove your attendance. If you miss a code word, please ask for it at the registration desk.

*If you are seeking CFP Credit, you must submit your CFP Board ID number in the survey titled “CFP Credit.”

Your CE certificate, list of sessions, and breakdown of earned credits will be emailed to you following the conference.

FAQs

We know many of you have questions around the likelihood of NAGDCA having an in-person meeting in October. We understand that because we are asking ourselves the same question and wanted to provide an update of where things stand as of today.

Currently, we are maintaining the existing plan for an in-person meeting as we continue to monitor the COVID-19 situation. Our call for speakers closed a couple of weeks ago and the committee is reviewing submissions and will be finalizing speakers shortly. Registration opened recently and members are encouraged to sign up with assurance they can cancel with no penalty. We are seeing very low registration numbers in comparison to prior years which isn’t too surprising. Many of you have travel bans in place and are not sure if they will be lifted by October. Others are not sure if they even want to travel if they can or are facing budget cuts, so we are also including those factors into our decision-making process.

In addition to planning for the in-person meeting, we are also looking at the possibility of a virtual event. There are many forms this can take including holding sessions on the same dates as the annual conference, dripping session content out over several weeks as well as holding virtual networking events where people can break into small group discussions. What we know for sure is we cannot expect to take an in-person conference and expect it to look the same way in a virtual setting. If we go that route, it does, however, create an opportunity for us to re-imagine the conference and explore creative ways to deliver content and make connections.

As we have always said, our number one priority is our attendees’ health and safety. That continues to be the case. We must also consider the financial implications if we have an in-person meeting and many cannot attend as well as the impact if we transition to virtual and face significant hotel cancellation fees.

There is much to think through, and we want you to know the NAGDCA Board and staff are focused on doing what is in the best interest of the organization and our members. We appreciate your feedback and patience as we navigate through these challenging times.

We will continue to monitor the situation, provide regular updates and post the most up to date information in the COVID-19 section of this webpage.

CANCELLATION POLICY

The NAGDCA Annual Conference will be cancelled due to inclement weather, communicable diseases or other acts of God (i.e. a hurricane) if the venue and/or location of the event is closed or provides notice to NAGDCA of its inability to hold the event, or if the local, state or federal government declares an emergency status is in effect for the location of the event. If the NAGDCA Annual Conference is cancelled due to inclement weather, communicable diseases or other acts of God as set forth herein, every attempt will be made to reschedule the event and your registration fee will be applied to the rescheduled event date.

If the NAGDCA Annual Conference is cancelled and is not rescheduled, your registration fee will be refunded. If the event is rescheduled as a virtual event, a portion of your registration will be refunded. Any travel expenses that may have been incurred cannot be refunded by NAGDCA under any circumstances. If the NAGDCA event is held in person but conditions (whether forecasted or actualized) prohibit you from traveling, NAGDCA cannot refund your registration fee beyond the published cancellation dates.

REFUNDS

  • Full Refund – cancel by September 4
  • Full Refund less a $25 administrative fee – cancel between September 5 – September 20
  • No refunds after September 20 unless in the event of a special circumstance such as a serious illness, accident, or death of a family members. Documentation to support the special circumstance (e.g., a physician’s statement) will be required in order to process the refund.

SUBSTITUTIONS

NAGDCA accepts substitutions at any time including onsite. All substitution requests should be emailed to registration@nagdca.org.

Only registered attendees can book a hotel room. Upon registering, you will receive a registration confirmation email containing the links to make your hotel reservation.

Confirmation emails are commonly delivered to junk or spam folders. If you can not locate your confirmation email, please contact registration@nagdca.org to request a resend.

Access to advance registration lists is a benefit reserved for Silver, Gold, Platinum and Diamond level conference sponsorship packages. A link to access the attendance roster will be sent to the sponsorship point of contact in early June or upon purchase.

All attendees may access the preliminary conference roster utilizing the conference mobile app. Registration lists are provided as a service for conference attendees, offering a convenient way to network with colleagues. The data provided in these lists may not be harvested, sold to others, incorporated into any type of database, used to generate mailing lists, or employed for any promotional purpose.

Business casual attire is appropriate for all conference activities. Please keep in mind, the meeting rooms will be air-conditioned so you may want to bring a blazer or sweater for the sessions.

Yes, please remember to wear your badge while attending all NAGDCA functions. This allows you access to conference sessions, meals, and receptions. Your badge is proof of registration. Without it, you will not be allowed to participate in any conference activities.

Yes. Luggage storage will be available on Wednesday, October 7 from 7:30 a.m. to 1:00 p.m.

Yes. Hyatt Regency Seattle has a fully staffed FedEx Office Print & Ship Center, with hours below:

Mon-Fri: 7:00 AM – 7:00 PM
Sat: 8:00 AM – 4:00 PM
Sun: 12:00 PM – 4:00 PM

Click here for more information.

The use of cell phones and/or iPads is encouraged during conference sessions to take full advantage of the conference mobile app. Please be respectful of those around you while using mobile devices.

NAGDCA takes photographs and videos during its meetings and events for use in association advertising, newsletters and other promotional materials, whether in print, electronic or other media, including the NAGDCA website. By participating in this conference, you grant NAGDCA the right to use your name, photograph and/or video for such purposes.

COVID-19 Information

We know many of you have questions around the likelihood of NAGDCA having an in-person meeting in October. We understand that because we are asking ourselves the same question and wanted to provide an update of where things stand as of today.

Currently, we are maintaining the existing plan for an in-person meeting as we continue to monitor the COVID-19 situation. Our call for speakers closed a couple of weeks ago and the committee is reviewing submissions and will be finalizing speakers shortly. Registration opened recently and members are encouraged to sign up with assurance they can cancel with no penalty. We are seeing very low registration numbers in comparison to prior years which isn’t too surprising. Many of you have travel bans in place and are not sure if they will be lifted by October. Others are not sure if they even want to travel if they can or are facing budget cuts, so we are also including those factors into our decision-making process.

In addition to planning for the in-person meeting, we are also looking at the possibility of a virtual event. There are many forms this can take including holding sessions on the same dates as the annual conference, dripping session content out over several weeks as well as holding virtual networking events where people can break into small group discussions. What we know for sure is we cannot expect to take an in-person conference and expect it to look the same way in a virtual setting. If we go that route, it does, however, create an opportunity for us to re-imagine the conference and explore creative ways to deliver content and make connections.

As we have always said, our number one priority is our attendees’ health and safety. That continues to be the case. We must also consider the financial implications if we have an in-person meeting and many cannot attend as well as the impact if we transition to virtual and face significant hotel cancellation fees.

There is much to think through, and we want you to know the NAGDCA Board and staff are focused on doing what is in the best interest of the organization and our members. We appreciate your feedback and patience as we navigate through these challenging times.

*Updated 5/18/20