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2022 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!

We are currently planning for the return of our in-person experience while also developing a virtual option for those who are unable or choosing not to travel.

WHEN : Sunday, September 18 – Wednesday, September 21

WHERE : Hilton Baltimore Inner Harbor | Online

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Registration Information

REGISTER NOW
REGISTER – VIRTUAL
Government Registration Registration Fee
(fees are per person)
Current Member $700
New Member (as of 1/1/22) $350
New MD Member (as of 1/1/22) $125
Government Member-in-Transition¹ $300
Government Non-member² $300
Virtual Only³ $200

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, 2022.


³Virtual attendees will have the opportunity to stream the live keynote and general sessions, and participate via the mobile app. Additionally, video recordings of the breakout sessions will be available for on-demand viewing following the conference.

Industry Registration Registration Fee
(fees are per person)
1-2 Company Representatives $1,475
3-5 Company Representatives $1,375
6-10 Company Representatives $1,275
11-19 Company Representatives $1,175
20+ Company Representatives $1,075
Industry Member-in-Transition¹ $490
Industry Non-member $1,800
Virtual Only² $200

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.


²Virtual attendees will have the opportunity to stream the live keynote and general sessions, and participate via the mobile app. Additionally, video recordings of the breakout sessions will be available for on-demand viewing following the conference.

Other Registration Types Registration Fee
Retired Government Member/Past NAGDCA President – In-Person $125
Retired Government Member/Past NAGDCA President – Virtual Only $125
Media Complimentary
Guest Registration Registration Fee
Guest $125

Please note, NAGDCA will not host a formal guest tour in 2022, but will provide suggestions of tourist activities from the Baltimore CVB.

Guest registration is only for individuals who do not work in the industry and will be accompanying a regular attendee. Guest registration includes all meals except the Government Members’ Business Meeting lunch on Tuesday. That includes:

  • Welcome 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 15
  • Full Refund less a $25 administrative fee – cancel between August 16 – August 24
  • No refunds after August 24 unless in the event of a special circumstance such as a serious illness, accident, or death of a family member. 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

Agenda subject to change.

Day 1 | Sunday, September 18

3:00 p.m. – 6:00 p.m. ET Registration Open
4:30 p.m. – 5:30 p.m. ET COMMITTEE MEMBERS’ MEET-AND-GREET AND HEADSHOTS

Open to 2022 and 2023 committee members. 

Join your fellow NAGDCA committee members for drinks and hors d’oeuvres while having your headshot taken by the professional conference photographer.

5:30 p.m. – 7:00 p.m. ET WELCOME RECEPTION

A can’t miss event! Reconnect with the NAGDCA community over drinks and dinner during this conference kick-off reception.

Day 2 | Monday, September 19

8:00 a.m. – 4:00 p.m. ET Registration Open
8:00 a.m. – 8:45 a.m. ET Breakfast
9:00 a.m. – 9:30 a.m. ET Conference Opening
9:30 a.m. – 10:30 a.m. ET KEYNOTE SPEAKER | Keni Thomas

Get It On! What It Means to Lead the Way

The Ranger motto is “Rangers Lead the Way”. Leadership is at the core of every skill developed as a Ranger. But they will never tell you leading others is dependent upon your rank the stripes on your sleeve, the position you have, or the title you hold. Leadership is the example we set for the people we serve. And we all serve somebody.

Keni Thomas’ stories of Task Force Ranger are extraordinary examples of leadership. And, the stories are not about Generals, Colonels or Captains. For example, Private David Floyd was in charge of one person that day – himself. But his leadership and example saved lives.
In the pace of life, it is easy to lose perspective on our value to others. Make no mistake: Your presence is crucial! The individuals to the left and right are directly affected by the result of your actions. Each team is a puzzle with invaluable pieces.

There is no greater responsibility than to lead others! When you raise your hand or assume a task, you have put on the “uniform”. This is a choice you have made. Duty follows that responsibility. It’s up to you to deliver because your actions directly affect those around you. Keni Thomas helps attendees see themselves in the light of extraordinary. Because people who believe they have something to offer, who believe they have what it takes, will be the ones to rise to the occasion and step up in difficult times. It is the ultimate definition of LEADING THE WAY…

10:30 a.m. – 11:00 a.m. ET Break
11:00 a.m. – 12:00 p.m. ET BREAKOUT SESSIONS | GROUP 1 – (3 options)

Designing and Implementing Financial Wellness Programs
The topic of financial wellness seems to be everywhere, spanning multiple industries, but what exactly does it mean for defined contribution retirement plans? Join this  discussion on the meaning of financial wellness and hear examples of successful programs implemented by public sector plans. Learn about financial well-being solutions and how the pandemic has impacted program offerings and engagement. The session will also explore how financial priorities vary across the five generations currently in the workforce.

Speakers:


Exploring Decumulation Solutions – Considerations for Plan Sponsors
As the wide array of decumulation solutions continue to expand, more plan sponsors are considering adding options to their defined contribution plans. This panel will provide an overview of decumulation solutions and discuss key analytics for plan sponsors to consider when thinking about retirement income. Learn about fiduciary responsibilities and the importance of working closely with your recordkeeper and plan consultant/advisor when considering and selecting solutions.

Speakers:


Protecting Participant Data – Safeguarding Against Fraud and Breaches
Fraud and breach response are top-of-mind for all organizations entrusted with sensitive data. Discover data privacy best practices, how sponsors can help protect participant information, and the timeline for responding to participants and the public when a breach occurs. Learn about new authentication technology and the features and applications NYC Health + Hospitals’ system uses to protect their employees.

Speakers:

12:15 p.m. – 1:30 p.m. ET Opening Luncheon
1:45 p.m. – 2:45 p.m. ET BREAKOUT SESSIONS | GROUP 1 REPEATED – (3 options)

Designing and Implementing Financial Wellness Programs
The topic of financial wellness seems to be everywhere, spanning multiple industries, but what exactly does it mean for defined contribution retirement plans? Join this  discussion on the meaning of financial wellness and hear examples of successful programs implemented by public sector plans. Learn about financial well-being solutions and how the pandemic has impacted program offerings and engagement. The session will also explore how financial priorities vary across the five generations currently in the workforce.

Speakers:


Exploring Decumulation Solutions – Considerations for Plan Sponsors
As the wide array of decumulation solutions continue to expand, more plan sponsors are considering adding options to their defined contribution plans. This panel will provide an overview of decumulation solutions and discuss key analytics for plan sponsors to consider when thinking about retirement income. Learn about fiduciary responsibilities and the importance of working closely with your recordkeeper and plan consultant/advisor when considering and selecting solutions.

Speakers:


Protecting Participant Data – Safeguarding Against Fraud and Breaches
Fraud and breach response are top-of-mind for all organizations entrusted with sensitive data. Discover data privacy best practices, how sponsors can help protect participant information, and the timeline for responding to participants and the public when a breach occurs. Learn about new authentication technology and the features and applications NYC Health + Hospitals’ system uses to protect their employees.

Speakers:

2:45 p.m. – 3:00 p.m. ET Break
3:00 p.m. – 4:00 p.m. ET GENERAL SESSION

A Plan Sponsor’s Guide to Using Data and Research in the Public Sector
Follow the journey of Hank Levy, Treasurer and Tax Collector of Alameda County, as he set out to use data and research to improve outcomes for employees participating in his County’s DC plan. Along the way, experts and researchers from different corners of the industry explain how plans of any size can best leverage the resources and information available, why research specific to the public sector is unique, and why sharing data is so critical for all.

Speakers:

4:15 p.m. – 5:00 p.m. ET Leadership Award Photos

Day 3 | Tuesday, September 20

6:00 a.m. ET THERESA CRUZ MYERS 5K RUN/WALK – Participants Meet

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

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

6:30 a.m. ET THERESA CRUZ MYERS 5K RUN/WALK – Run Begins

The out‐and‐back 5k course along the promenade offers a scenic view of Baltimore’s Inner Harbor.

8:00 a.m. – 4:00 p.m. ET Registration Open
8:00 a.m. – 8:45 a.m. ET Breakfast
9:00 a.m. – 10:00 a.m. ET GENERAL SESSION

The Great Resignation: Attracting, Retaining and Valuing Public Sector Talent
Since the pandemic, organizations find themselves with another unexpected phenomenon many call the “Great Resignation” – the massive wave of U.S. workers quitting their jobs for new opportunities or exiting the job market completely. Learn how the pandemic impacted public sector employment and gain suggestions for navigating remote work so employees engage and feel valued. See how one plan is making legislative changes to their employer match with recruiting and retention in mind.

Speakers:

10:00 a.m. – 10:15 a.m. ET Break
10:15 a.m. – 11:15 a.m. ET BREAKOUT SESSIONS | GROUP 2 – (3 options)

Exploring Decumulation Solutions – What Do Participants Need?
Retiring U.S. workers are finding it increasingly difficult to transition from saving to spending, and none more so than employees in the public sector. With the availability of defined benefit pensions and varying social security eligibility, public sector workers are in a unique situation when they retire. This panel will address this decumulation challenge, focusing on what participants really want and need. Learn when and how to engage participants about income generation in retirement and hear how one organization is educating participants about the benefits of keeping their money in the plan.

Speakers:


How To Successfully Communicate Plan Fees
Plan fees can be complicated making effective participant communication quite a challenge. This panel will discuss the different types of plan-related fees and the challenges one Plan is facing during the development of a new fee policy. Learn best practices for developing clear, concise fee information and how to help ensure participants are making educated decisions.

Speakers:


Practical Resources for Plan Improvement
With technological advances, it has become easier to create tools that can help plan sponsors identify, evaluate, and act on goals and objectives; measure results; and carry out their vision for improving their Plan and the lives of the people it serves. Explore resources that help plan sponsors gain insight into the focus areas of fund managers and vendors, learn how to establish a feedback loop to hear the voice of the participant, and how to create a practical and actionable roadmap for moving from the abstract to the concrete.

Speakers:

11:30 a.m. – 12:15 p.m. ET Industry Members’ Business Meeting
Industry members only.
11:30 a.m. – 12:30 p.m. ET GOVERNMENT BREAKOUT SESSONS BY ASSET SIZE
Government attendees only. Join your peers from plans of a similar size to discuss common issues.

12:30 p.m. – 1:45 p.m. ET Government Members’ Lunch and Business Meeting
Government members only.
2:00 p.m. – 3:00 p.m. ET ROUNDTABLE DISCUSSION DECK

Crafted exclusively for the conference, this interactive session encourages thoughtful conversation in a roundtable discussion format. Each group discussion is unique and allows members to learn from each other by discussing a range of engaging and interesting questions. You don’t want to miss this enriching networking session.

3:00 p.m. – 3:15 p.m. ET Break
3:15 p.m. – 4:15 p.m. ET GENERAL SESSION

Participant Engagement Trends in a Hybrid Environment
Communication strategies are rapidly evolving as many individuals adapt to new hybrid or fully remote work environments. Explore recent data findings and discover tips for engaging participants in different work environments. Learn one Plan’s communication successes (and lessons learned),  the important role plan sponsors play in participant engagement, and how to apply these ideas into your own plan.

Speakers:

6:00 p.m. – 9:00 p.m. ET OFF-SITE EVENT | Maryland Science Center

Join your fellow NAGDCA members for dinner and drinks at the Maryland Science Center. Explore the interactive exhibits, enjoy a planetarium show, and check out the rooftop for sweeping views of the Inner Harbor.

Buses will run on a continuous loop between the Science Center and the Hilton starting at 6:00 pm. The last bus will depart the event venue at 9:00 pm.

Day 4 | Wednesday, September 21

8:00 a.m. – 10:30 a.m. ET Registration Open
8:00 a.m. – 8:45 a.m. ET Breakfast
8:00 a.m. – 1:00 p.m. ET Luggage Storage
9:00 a.m. – 9:45 a.m. ET NAGDCA AWARDS PRESENTATION CEREMONY

The annual NAGDCA Awards Program recognizes the brightest ideas and most innovative solutions from across the industry. Join us to learn about the 2022 Leadership Award Winners and for the presentation of the prestigious NAGDCA Art Caple President’s Award and new Members’ Choice Award. Don’t miss this opportunity to celebrate your colleagues and learn from their outstanding achievements.

9:45 a.m. – 10:00 a.m. ET Break
10:00 a.m. – 11:00 a.m. ET BREAKOUT SESSIONS | GROUP 2 REPEATED – (3 options)

Exploring Decumulation Solutions – What Do Participants Need?
Retiring U.S. workers are finding it increasingly difficult to transition from saving to spending, and none more so than employees in the public sector. With the availability of defined benefit pensions and varying social security eligibility, public sector workers are in a unique situation when they retire. This panel will address this decumulation challenge, focusing on what participants really want and need. Learn when and how to engage participants about income generation in retirement and hear how one organization is educating participants about the benefits of keeping their money in the plan.

Speakers:


How To Successfully Communicate Plan Fees
Plan fees are complicated, which makes explaining those fees to participants even more so. Hear a panel discuss the different types of plan-related fees and share the challenges one Plan is facing during the development of a new fee policy. You will learn best practices for developing clear, concise fee information and how to help ensure participants are making educated decisions.

Speakers:


Practical Resources for Plan Improvement
With technological advances, it has become easier to create tools that can help plan sponsors identify, evaluate, and act on goals and objectives; measure results; and carry out their vision for improving their Plan and the lives of the people it serves. Explore resources that help plan sponsors gain insight into the focus areas of fund managers and vendors, learn how to establish a feedback loop to hear the voice of the participant, and how to create a practical and actionable roadmap for moving from the abstract to the concrete.

Speakers:

11:00 a.m. – 11:15 a.m. ET Break
11:15 a.m. – 12:15 p.m. ET GENERAL SESSION

Washington Update

Speakers

Click below to learn about the #NAGDCA22 speakers and moderators.

MEET THE SPEAKERS

Lodging

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

Hilton Baltimore Inner Harbor (headquarters hotel and meeting venue)

401 W Pratt St, Baltimore, MD 21201

Room rate: $209 + taxes and fees*

*Guest Room Rate is exclusive of applicable taxes and fees in effect at the time of check-in (currently 15.5%).


Several upgrades to suites are also available in the NAGDCA block for the reduced group rate of $299 plus taxes and fees. See hotel booking link for more information, and to book one of these upgraded room types.

Hilton Baltimore Inner Harbor is located 10 miles (approximately 15 minutes) from Baltimore/Washington International Thurgood Marshall Airport (BWI) and does not offer shuttle service.

PUBLIC TRANSIT 
There are several options for public transportation to and from Baltimore/Washington International Thurgood Marshall Airport. For routes and to plan a trip on public transit, click here to visit the BWI website.

TAXI AND RIDESHARE SERVICES 
Taxis and Ride-Share services are among the options for transportation to/from the airport and hotel; visit the BWI website for ground transportation options to/from the Hilton and airport.

OVERNIGHT PARKING  
Self-parking is available at the Hilton at a rate of $35 overnight. Valet parking is not available. Parking rates are subject to change without notice. For oversize parking options, please contact the hotel directly.

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., Baltimore is known for its eclectic neighborhoods, rich history, award-winning restaurants, and scenic waterfront.

Click here to explore what “Charm City” is all about, and recommendations of what to do while in the city.

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.

The out‐and‐back 5k course along the promenade offers a scenic view of Baltimore’s Inner Harbor. Registered runners should meet in the hotel lobby at 6:00 a.m. on Tuesday, September 20.

GUEST TOUR

NAGDCA will not host a formal guest tour in 2022, but will provide suggestions of tourist activities from the Baltimore CVB. Information will be posted here, emailed to guest registrants, and posted at the onsite registration desk.

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

Virtual attendees will have the opportunity to stream the live keynote and general sessions and submit questions to the speakers via the mobile app. The mobile app can also be used to interact with peers whether they are attending in-person or virtually. Additionally, video recordings of the breakout sessions will be available for on-demand viewing following the conference.

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 15
  • Full Refund less a $25 administrative fee – cancel between August 16 – August 24
  • No refunds after August 24 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.

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 Visionary, Premier, and Partner 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, September 21 from 8:00 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.