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NAGDCA News Archive

NAGDCA News - March 17, 2017

NAGDCA is the leading national association representing governmental defined contribution retirement plans. NAGDCA's plan sponsor and service provider members work together to develop educational and informational resources, support legislative and policy initiatives in the interests of its membership, and assist its plan participants in achieving retirement income security.

March 17, 2017 - News & Updates:


Wednesday, May 17
2 p.m. ET

Registration will open in April. The webinar will highlight NAGDCA's legislative priorities and offer a debrief from the Board's visit to Capitol Hill.

Moderator: Polly Scott, Wyoming Retirement System
Speakers: Susan White and Jon Sheiner, Susan J. White & Associates

Personnel Update

It is with regret we announce that Heather Baber has resigned her position as Senior Project Coordinator with NAGDCA. Heather's last day was March 9. We are currently recruiting to fill her position. If you have any questions or concerns, please contact Tracy Tucker at or 859-514-9161. Thank you!    

ANC Scholarships

In the past 10 years, the Arthur N. Caple Foundation has awarded more than $45,000 in scholarships to promising undergraduate and graduate students interested in the retirement/financial planning fields.

This year, as in years' prior, the Foundation will acknowledge seven scholarship recipients during the NAGDCA Annual Conference September 24-27 in Milwaukee, Wisconsin. Students who have
received an award in the past are not eligible to apply.

If you know of a student who may be interested in this scholarship opportunity, please forward them the 2017 ANC Foundation Scholarship information and encourage them to apply. Applications for the scholarship are due by May 8, 2017.

For questions or additional information, please contact Tracy Tucker at
or 859-514-9161.

NAGDCA 2017 Annual Conference

The conference website has launched! Visit the website to learn more about the agenda, keynote speakers, registration, hotel reservations and more!

Conference registration and hotel reservations will open in April. Please stay tuned for additional details!

The NAGDCA 2017 Annual Conference will be September 24-27 in Milwaukee, Wisconsin. The conference will be held at the Wisconsin Center. The headquarter hotel will be the Hilton Milwaukee City Center.

A special thanks to everyone who has expressed interest in being a speaker. The committee is still reviewing applications and will announce their selections soon.

NAGDCA Industry Roundtable

April 20-21, 2017 - Washington, DC

Click Here to Register

Hotel Room Block Closes March 19!

Meeting location:

The Liaison Capitol Hill Hotel

415 New Jersey Avenue, NW, Washington, DC 20001 
Room Rate: $249/night plus tax

For reservations click here or call toll free 

(888) 513-7445 and identify yourself as part of the NAGDCA Industry Roundtable meeting. You can also reference the following reservation ID: 419NAG.

The Industry Roundtable offers industry members a unique opportunity to meet and discuss important legislative and operational issues. The meeting is exclusively for industry members designed to address concerns specific to their needs. We have organized the agenda to provide our members the maximum amount of information and opportunity 

for creative participation, while at the same time limiting your time away from the office.

Discussion Topics:

  • Income Objectives - What are our options and how do we measure success?
  • DC Best Practices - Where can we form consensus around best practices in DC plans?
  • Auto vs. Engage - Where should we place the emphasis-auto features or participant engagement?

For questions regarding registration, please contact Crystal Trimble at or 

(859) 402-9833. For questions regarding the agenda, please contact Tracy Tucker at or 859-514-9161 for more information. 

The Contributor

To submit an article for the April issue of The Contributor, please click here

The deadline is April 11.

Sponsorship Opportunities

Sign up today to be a NAGDCA sponsor! 

We appreciate the support from industry throughout the years. We couldn't do it without you! Because of industry sponsorship, NAGDCA has been able to provide members continued professional development, publications, webinars, and much more.

Click here to review the 2017 sponsorship opportunities. Please note that as part of the "bundled" sponsorship packages your company logo will be listed as a NAGDCAST sponsor on the NAGDCA website, as well as recognized on all webinars throughout the year. Sign up today!

Sponsors will be recognized appropriately based on the level of sponsorship selected. For more information regarding sponsorship opportunities, contact Tracy Tucker at  ttucker@armsm.comor 859-514-9161. 

2017 Membership Renewals

It's time to renew your membership dues for 2017! 

All government primary, industry primary, industry associate, and subscription members will find a dues order/invoice in the membership database. Just follow the steps below to renew online or to print and mail your payment to NAGDCA headquarters.

  1. Log in to your member profile here.
  2. Click on "My Transactions" from the left menu bar.
  3. To pay online - click on "Pay Open Orders" on the far right of the screen. Follow the instructions to make your payment.

To print an an invoice to pay by check - click on the open order in the top section. After the order opens, click on "Print this page" in top right corner.

Dues/invoices are no longer mailed to members. If you don't have your login information, you can obtain it at

Follow NAGDCA On Social MediaFollow us on TwitterLike me on Facebook 

Be sure to stay up-to-date on NAGDCA happenings, retirement news and more no matter where you are. Follow NAGDCA on Facebook and on Twitter (@NAGDCA) today! 

InFRE's Retirement InSights and Trends

Earn a Certificate in Public Sector Retirement Plan Administration - New session starting in April! 

InFRE® and NAGDCA's plan sponsor practitioner leadership created the popular Retirement Plan Administration Series, specifically for you to study and learn at your desk via live webinar, elarning, audio and print. 

Our next module, Fundamentals of Compliance and Ethicsstarts on April 12th.  You'll attend three 90 minute live sessions on 4/12/17, 5/10/17 and 6/14/17, providing an overview of government regulations and reporting requirements, plan compliance in operation and form, IRS correction programs, the role of independent professionals, and ethics for administrators. Attendees receive the print book as well as the downloadable version of each webinar for study and review for only $250. Click here to learn more about the Fundamentals of Compliance and Ethics course description and topics. 

Already know that you want to take the whole series, including Fundamentals of Compliance and Ethics, Plan Design, Operations, and Investing? Save 25% when you register for all four modules, just $750! Gramable Certificate of Completion and CRC® CE credit awarded upon successful completion of the 12 part series.

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Lexington, Kentucky 40507
Phone: 859.514.9161

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