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NAGDCA News Archive

NAGDCA News - April 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.
April 17, 2017 - News & Updates:
Benchmarking - Perspectives in Practice 
Survey responses due May 1!

All government primary members  have been sent an email with the survey link and your login information.
We encourage all plans, small and large, to complete the survey. For plans that responded last year, prior year data will be shown upon logging in.
Plans that respond will receive complimentary access to the online benchmarking tool and will be entered into a drawing for a free membership (value $600).
Your participation helps NAGDCA build powerful trend data about DC plans!
Legislative Webinar

Wednesday, May 17
2 p.m. ET

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
Headquarters Update

We would like to welcome the newest member of our  team  Effective April 3 rd  Carly Miller  is serving as  NAGDCA's Project Coordinator .   Please feel free to reach out to her with any questions at  or 859-514-9161.   

NAGDCA 2017 Annual Conference
September 24-27, 2017
Milwaukee, WI

Registration and hotel reservations opening this week!

Visit the conference website to learn more about the agenda, keynote speakers, registration, hotel reservations and more! All conference attendees must be NAGDCA members. To view membership information or to join, please click here .

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.  Hotel reservations are reserved for those who have registered for the conference. Click here  for room rates and travel information.

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.
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   Carly Miller at   or 
2017 Quiz Bowl

Sign Up Today for the 2017 NAGDCA/ANC Quiz Bowl! 
Deadline to a pply - August 18, 2017

The NAGDCA/ANC Foundation Retirement Knowledge Quiz Bowl is  a competition for CFP and non-CFP degree programs.

The objective of the Retirement Knowledge Quiz Bowl is to promote the profession of financial planning and advance knowledge  in the field of public sector retirement plans.

The event will engage students in general retirement planning issues and expand awareness of the professional community and organizations that support the profession.

The mission of the ANC Foundation is to advance knowledge in the field of public sector retirement security. The game-show style challenge is being held on September 26-27 in conjunction with the 2017 NAGDCA Annual Conference in Milwaukee, WI September 24-27.

Click here for more information.
2017 Awards Program

Applications for the 2017 NAGDCA Leadership Awards and Media Award have been posted.

For more information regarding the NAGDCA Media Award or to make a nomination, click here . For more information regarding the Leadership Awards program or to submit an application, click here .

All award applications are due Friday, May 19th.

If you have any questions regarding the NAGDCA awards program, please contact Tracy Tucker at or 859-514-9161.
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 Media Follow 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 Ethics,  starts 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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