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2021 Annual Conference

The NAGDCA Annual 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!

Currently, we are planning for our typical in-person experience while also developing a virtual option for those who are unable or unwilling to travel. We will provide updates as we finalize new logistics for the virtual conference experience.

WHEN : Sunday, September 12 – Wednesday, September 15

WHERE : Sheraton Phoenix Downtown | Online

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Registration Information

Registration will open in the spring.

Government Registration
(fees are per person)
Early Bird
(before July 20)
Regular Rate
(after July 20)
Current Member $600 $700
New Member (as of 1/1/21) $250 $350
New AZ Member (as of 1/1/21) $125 $125
Government Member-in-Transition¹ $300 $300
Government Non-member² $200 $300
Virtual Only TBD TBD

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, 2021.

Industry Registration
(fees are per person)
Early Bird
(before July 20)
Regular Rate
(after July 20)
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
Virtual Only TBD TBD

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 July 20)
Regular Rate
(after July 20)
Retired Government Member $125 $125
Retired Government Member – Virtual Only TBD TBD
Past NAGDCA President $125 $125
Past NAGDCA President – Virtual Only TBD TBD
Media Complimentary Complimentary
Guest Registration Early Bird
(before July 20)
Regular Rate
(after July 20)
Guest $125 $125

Please note, NAGDCA will not host a formal guest tour in 2021, but will provide suggestions of tourist activities from the Phoenix CVB.

Guest registration includes all meals except the Government Members’ Business Meeting lunch on Tuesday. That includes:

  • President’s Reception: Sunday Evening
  • Breakfast: Monday-Wednesday
  • Opening Luncheon: Monday
  • Off-site Event: Tuesday Evening

SUBSTITUTIONS

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

REFUNDS

  • Full Refund – cancel by August 9
  • Full Refund less a $25 administrative fee – cancel between August 10 – August 27
  • No refunds after August 27 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 or other acts of God 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 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 due to inclement weather or other acts of God as set forth herein, and is not rescheduled, your registration fee will be refunded, and sponsor monies 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 but conditions (whether forecasted or actualized) prohibit you from traveling, NAGDCA cannot refund your registration fee.

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

Agenda

Coming soon!

Speakers

Coming soon!

Sponsors

NAGDCA Proudly Thanks Our Sponsors!

For sponsorship purchasing information, please click here.

Visionary Sponsors

Premier Sponsors

Partner Sponsors

Supporter Sponsors

Activities

HOST CITY

Annually named one of top meetings destinations in the U.S., Phoenix is known for its year-round sun and warm temperatures, high-end spa resorts, and world-class golf courses.

Click here to find out about the “Valley of the Sun’s” serene deserts, one-of-a-kind culture, award-winning dining and more.


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, September 14.

Guest Tour

NAGDCA will not host a formal guest tour in 2021, but will provide suggestions of tourist activities from the Phoenix CVB. Information will be posted here, emailed to guest registrants, and posted at the onsite registration desk.

Lodging

Only registered attendees can book a hotel room. Upon registering, you will receive links to make reservations in NAGDCA’s room blocks. You must use those links to receive the group rate.

SHERATON PHOENIX DOWNTOWN (headquarters hotel and meeting venue)

340 North 3rd Street, Phoenix, Arizona 85004

Room rate: $239 + taxes and fees*

*Guest Room Rate is exclusive of applicable taxes and fees in effect at the time of check-in (currently 15.6%).

Sheraton Phoenix Downtown is located 5 miles (approximately 10 minutes) from Phoenix Sky Harbor International Airport (PHX) and does not offer shuttle service.

PUBLIC TRANSIT

There are several options for w public transportation to and from Phoenix Sky Harbor International Airport. For routes and to plan a trip on public transit, click here to visit Valley Metro.

TAXI AND RIDESHARE SERVICES

Taxis and Ride-Share services are among the options for transportation to/from the airport and hotel; visit the PHX website for ground transportation options to/from the Sheraton and airport.

OVERNIGHT PARKING 

Hotel parking is available at a rate of $26 overnight for self-parking or $36 overnight for valet parking. Parking rates are subject to change without notice. For oversize parking options, please contact the hotel directly.

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

At this time, we are planning for our typical in-person experience at the Sheraton Phoenix Downtown while also developing a virtual option for those who are unable or unwilling to travel. However, we are monitoring the COVID-19 situation very closely including the local situation in Phoenix. NAGDCA’s top priority is the health, safety and well-being of our members and everyone involved with the conference.

We will continue to provide updates in via email and you can always find out the status of the conference on this web page.

CANCELLATION POLICY

The NAGDCA Annual Conference will be cancelled due to inclement weather or other acts of God 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 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 due to inclement weather or other acts of God as set forth herein, and is not rescheduled, your registration fee will be refunded, and sponsor monies 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 but conditions (whether forecasted or actualized) prohibit you from traveling, NAGDCA cannot refund your registration fee.

SUBSTITUTIONS

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

REFUNDS

  • Full Refund – cancel by August 9
  • Full Refund less a $25 administrative fee – cancel between August 10 – August 27
  • No refunds after August 27 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.

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.

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.