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NAGDCA Virtual Annual Conference

NAGDCA’s Annual Conference is the nation’s premier event for public sector defined contribution administrators. While we are all disappointed we can’t be together in person this year, we’re grateful we can still connect virtually. The virtual conference will offer plan sponsors and industry representatives the opportunity to network with each other, share ideas with peers, learn innovative techniques for improving retirement outcomes, and much more!

WHEN : Monday, September 13 – Thursday, September 16

WHERE : CLICK HERE to log in to the event platform.

Access Recordings

Session recordings are posted in the event platform and conference app and are currently only available to conference registrants. 

To access recordings:

  1. Click here to log in to the event platform. 
  2. Navigate to the session.
  3. Click “View Recording” found under “Session Resources.”

Registration Information

Registration includes access to all conference sessions and events during September 13-16, 2021 and access to all recordings after the conference ends.

Member Type Registration Fee
Government Member $200.00
Government Non-member¹ $200.00
Industry Member $300.00
Industry Non-member $300.00

¹ Government Non-member registration includes complimentary NAGDCA membership beginning on the date of purchase through Dec. 31, 2021. Only available to plans who have not been members within the past three years. 

CANCELLATIONS & REFUNDS

All registration cancellations and refund requests must be made in writing no later than August 31, 2021 via email at registration@nagdca.org. A refund of the full event registration fee, minus a $25 administrative fee, will be given for cancellations received by that date. NAGDCA regrets that refunds will not be given for no-shows.

SUBSTITUTIONS

Substitutions are gladly accepted! Substitutions of registrations are permitted prior to the virtual event start date by submitting a written request to registration@nagdca.org. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with that substitution.

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

Agenda

Agenda subject to change.
Click here to log in to the event platform to access sessions.

Day 1 | Monday, September 13


1:00 p.m. – 1:50 p.m. ET CONFERENCE OPENING & KEYNOTE SPEAKER

Burning Shield – The Jason Schechterle Story
After serving four years in the Air Force, at the age 26, Jason achieved his goal to work on the streets of Phoenix as a rookie police officer. Then, only 14 months into his career, Jason’s life took an unexpected tragic turn. On the night of March 26th, 2001, a taxicab crashed into the rear of Jason’s patrol car. Upon impact, Jason’s car burst into flames, trapping him inside.

Through a series of miraculous and fateful circumstances, Jason survived the crash and ensuing physical and emotional catastrophe. He suffered severe burns to over 40% of his body which drastically altered his appearance. He has undergone more than 50 surgeries just to have the ability to accomplish simple daily tasks we often take for granted.

Jason’s journey chronicles his fight for life, his triumph over tragedy and the inspiration that enables him to continue to overcome unimaginable adversity. His personal narrative exemplifies that the power of the human spirit can never be underestimated or extinguished.

MEET JASON

1:50 p.m. – 2:00 p.m. ET Break
2:00 p.m. – 3:15 p.m. ET LEARNING LABS WITH BREAKOUT DISCUSSIONS (2 options)

Make it Personal – Developing data-driven communications
We live in a time when digital marketing moves fast, quickly changing our expectations of how we interact with and receive content. As consumers, we expect brands to deliver messages designed just for us and that expectation stretches to all types of messages we engage with. This session will focus on marketing trends like personalization and digital nudging and how plans can employ those techniques to engage with participants and drive results, especially with younger and mid-career savers. The panel will also explore the impact the pandemic has had on delivering information to older participants. Learn about the essential role participant data plays in delivering unique messages to increasingly micro-targeted audiences.

Speakers:


The Long View – Decumulation Solutions
Interest in retirement income has skyrocketed in recent years highlighted by the passing of the SECURE Act in 2019, leading many plans to seek out guaranteed income solutions that focus on the unique needs of both participants and plan sponsors. This session will discuss the increased need for choice in retirement income, portability of those solutions, and the need for services and tools offered by recordkeepers. Learn about the role of defined benefit plans and what plan sponsors specifically in the public sector must consider when exploring guaranteed income solutions, advice, and other decumulation strategies.

Speakers:

3:15 p.m. – 3:30 p.m. ET Break
3:30 p.m. – 4:20 p.m. ET GENERAL SESSION

Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & Concerns

Join three members of the Plan Sponsor Advisory Council for PRRL as they discuss their approach to data, the sources on which they rely for the data, and how they use it. The session will explore three levels of data: participant level, plan level, and peer group/outside data.

Speakers:

4:20 p.m. – 4:30 p.m. ET DAY 1 WRAP UP

Day 2 | Tuesday, September 14


1:00 p.m. – 1:50 p.m. ET GENERAL SESSION

Legislative Update

Join Groom Law Group attorneys for a discussion of current and future legislative and regulatory priorities in Washington.

Speakers:

1:50 p.m. – 2:00 p.m. ET Break
2:00 p.m. – 3:15 p.m. ET LEARNING LABS WITH BREAKOUT DISCUSSIONS (2 options)

Improving Plan and Participant Outcomes through DEI Initiatives
Diversity, equity, and inclusion (DEI) are more than just buzz words and many organizations realize the need and value in implementing initiatives that make a real difference. Plan sponsors and providers alike are investing time and resources and diverse talents to understand and address the needs of participants. Will the programs improve participant outcomes and how can data, communications, and education be used more effectively?

This session will highlight best practices and initiatives in the public and private sector defined contribution plan industry to address historical inequities in retirement plan coverage, account balances and opportunity. The presentation will include a review of DC plan design, investment program and communications initiatives that support diversity, equity and inclusion goals.

Speakers:


Understanding Plan Fees and Value Propositions
Reducing retirement plan costs is a commendable goal on the surface, but when plan sponsors dig a little deeper, they may find that cutting fees impact more than just the bottom line. This session will explain how to evaluate and understand the true costs of retirement plans, explore the relationship of services and cost, and discuss the importance of performance-based contracting. Learn best practices for benchmarking and negotiating fees and tactics for successfully communicating plan costs with participants.

Speakers:

3:15 p.m. – 3:30 p.m. ET Break
3:30 p.m. – 4:20 p.m. ET GENERAL SESSION

DB Pensions and DC Plans – Working in tandem to achieve financial security
While defined benefit plans have steadily declined in the private sector over the past decades, pensions continue to be the primary retirement income benefit offered to public sector employees. Employees’ reliance on and familiarity with pension benefits can make communicating the importance of contributing to a voluntary defined contribution plan an extremely difficult task.

This session will explore how US retirement income sources have changed for both private and public sector workers and provide tactics for educating public sector employees about the importance of utilizing multiple sources of income to ensure financial security in retirement. Learn how to help employees understand the role of DC plans and how to communicate the benefits with employees, specifically the under 40 population who may be most likely to have lesser pension benefits than their older counterparts.

Speakers:

4:20 p.m. – 4:30 p.m. ET DAY 2 WRAP UP
5:00 p.m. – 6:00 p.m. ET VIRTUAL NETWORKING EVENT | TEAM TRIVIA

Join your NAGDCA peers for a fun afternoon of networking and team trivia. Attendees will be placed into randomized teams, guided through 3 rounds of unique questions by TriviaHub quiz masters, and ultimately find out who the true trivia champions are! Sign up when you register.

Day 3 | Wednesday, September 15


1:00 p.m. – 1:50 p.m. ET GENERAL SESSION

Evolution of the DC Plan Menu
Plan sponsor directed investment offerings have experienced many innovative changes over the past few years due to the passage of legislation such as the SECURE Act and CARES Act. Improved portability, benefit responsiveness, and fiduciary protections for plan sponsors offer a greater opportunity to explore in-plan guarantee investment solutions within their respective core investment line-ups.

This session will explore various investment options – active vs passive, ESG, managed accounts, stable value/fixed income solutions, in-plan guaranteed investment options, TDFs – and the pros and cons of each. Learn about strategies and communication techniques that plan sponsors can employ to enhance plan design and investments for participants, especially those near retirement.

Speakers:

1:50 p.m. – 2:00 p.m. ET Break
2:00 p.m. – 3:15 p.m. ET LEARNING LABS WITH BREAKOUT DISCUSSIONS (2 options)

Public and Private – Exploring lessons learned from both sectors
We know the public sector differs from the private sector with its unique challenges and opportunities, but what effect do those differences have on public sector employees’ retirement savings? This session will discuss the differences between the private and public sectors and how those differences can work to the advantage of public sector plans. Explore research and lessons learned in both sectors that can help plan sponsors meet the needs of participants and drive measurable outcomes.

Speakers:


The Value of an Effective Participant Education Program
One size certainly does not fit all when it comes to participant education programs. From the types of services offered to the many ways participants can engage, plan sponsors are faced with many options when deciding on financial literacy programs for their participants. This session will provide an overview of the various ways in which education can be delivered in a COVID/post-COVID world, including any pros and cons. Learn about the important role education plays in comprehensive financial wellness programs.

Speakers:

3:15 p.m. – 3:30 p.m. ET Break
3:30 p.m. – 4:20 p.m. ET GENERAL SESSION

The Next Generation of Financial Wellness
Financial wellness programs are evolving quickly due to the embrace of enhanced artificial intelligence (AI) driven services and advice. The need for programs designed to support holistic personal financial and wealth management was made even more apparent in 2020 as some participants turned to employer programs when faced with economic uncertainty at the onset of the COVID-19 pandemic. Unforeseeable emergency distributions are more restrictive in 457(b) plans than their 401(k) or 403(b) counterparts, making financial wellness programs even more important for 457(b) plan participants.

This session will explore program components and communication approaches to help improve the financial well-being of employees and discuss the importance of data-sharing with recordkeepers to develop personalized programs. Learn about emerging trends and tools, and how comprehensive financial wellness programs benefit both participants and employers.

Speakers:

4:20 p.m. – 4:30 p.m. ET CLOSING SESSION

Day 4 | Thursday, September 16


1:00 p.m. – 1:50 p.m. ET 2021 NAGDCA AWARDS PRESENTATION

The annual NAGDCA Awards Program recognizes the brightest ideas and most innovative solutions from across the industry. Join us to learn about the 2021 Leadership Award Winners and for the presentation of the prestigious NAGDCA Art Caple President’s Award. Don’t miss this opportunity to celebrate your colleagues and learn from their outstanding achievements.

Click here to register for the awards presentation.
(Annual conference registration is not required to attend the awards presentation.)

2:30 p.m. – 3:15 p.m. ET ANNUAL GOVERNMENT MEMBER BUSINESS MEETING

Government members only.

Click here to register for the meeting.
(Annual conference registration is not required to attend the business meeting.)

4:00 p.m. – 4:45 p.m. ET ANNUAL INDUSTRY MEMBER BUSINESS MEETING AND MEMBER-AT-LARGE ELECTION

Industry members only. 

Click here to register for the meeting.
(Annual conference registration is not required to attend the business meeting.)

Speakers

Click below to learn about the #NAGDCA21 speakers and moderators.

SPEAKER BIOS

Sponsors

Click here to learn about NAGDCA sponsorship opportunities.

Visionary Sponsors

Premier Sponsors

Partner Sponsors

Supporter Sponsors

Continuing Education

For the virtual NAGDCA Annual Conference sessions, no advanced preparation nor prerequisites are required. The delivery method for all sessions is Group Internet Based.
Please contact Carly Miller at cmiller@amrms.com if you have any continuing education questions. 

The National Association of Government Defined Contribution Administrators, Inc (NAGDCA) 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.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.

Attendees seeking CFP*, CPE, CRC and/or SHRM credit MUST complete a CE session survey for each virtual session attended.

  • You must attend the live session to qualify for continuing education credits. 
  • Sessions qualifying for credit have a unique code given at the end of each session. You will need this code to complete the CE survey.
  • You must complete a continuing education survey found under “Session Resources” for each session on the event platform to receive credit. Surveys must be completed by Friday, September 24.
  • A certificate for each completed session will be emailed to you upon completion of the CE survey and will be available on the event platform under My Account – My Certificates.

FAQs

To access sessions:

  1. Click here to log in to the event platform with your NAGDCA credentials.
  2. Navigate to the session.
  3. Click “JOIN THE SESSION” found under “Session Resources.”
  4. Click the link to join the Zoom webinar or meeting.

Zoom links are also available in the mobile app for viewing sessions on the go.

All registration cancellations and refund requests must be made in writing no later than August 31, 2021 via email at registration@nagdca.org. A refund of the full event registration fee, minus a $25 administrative fee, will be given for cancellations received by that date. NAGDCA regrets that refunds will not be given for no-shows.

Substitutions are gladly accepted! Substitutions of registrations are permitted prior to the virtual event start date by submitting a written request to registration@nagdca.org. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with that substitution.

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 Partner, Premier, and Visionary sponsors. A link to access the attendance roster will be sent to the sponsorship point of contact in June or upon purchase. 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.