2023 NAGDCA Sponsors
NAGDCA thanks our industry members for their generous support over the years. Our sponsors provide resources and expertise through events and publications to advance NAGDCA’s mission and strategic priorities.
Information about NAGDCA’s 2023 sponsors can be found below.
• VISIONARY: AllianceBernstein | Corebridge Financial | Empower | Hyas Group | MissionSquare | Nationwide | Voya •
• PREMIER: Invesco | JP Morgan | Segal •
• PARTNER: Alight | AndCo Consulting | BlackRock | Capital Group | American Funds | Fidelity | Hanson Bridgett | Lincoln | PGIM | State Street Global Advisors | TIAA •
• SUPPORTER: Callan LLC | Charles Schwab | Enterprise Iron | Galliard Capital Management | Innovest | NFP | Nuveen | Pidalia | RVK, Inc | SageView | SmartPath | T. Rowe Price | Wellington Management •
2023 Visionary Sponsor
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $691 billion in assets under management as of June 2023. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients.
Thought Leadership:
- Lifetime Income Video Series
- Leveling the Retirement Income Playing Field: A Comprehensive Framework for Evaluating Diverse Lifetime Income Solutions
2023 Visionary Sponsor
Corebridge Financial, formerly known as AIG Life & Retirement, is a public company that’s passionate about giving people the power to help reach their financial goals. We are one of the largest providers of retirement solutions and insurance products in the United States. We offer industry-leading tools, engaging experiences and expertise to fuel your success.
We deliver an expansive portfolio of products to serve your unique needs. And we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.
At Corebridge, we believe no one achieves a financially secure future by accident—great things happen when people take action. For more information, visit corebridgefinancial.com.
Thought Leadership:
2023 Visionary Sponsor
At Empower, our vision is to transform financial lives through advice, people and technology. As one of the largest providers of government retirement plans, including the 30 state plans we administer, we’re committed to serving our communities across the nation. We are helping nearly 5K government plans with 3.7 million public employees achieve the future they imagine, inspiring them along their journey.
With a mission to empower financial freedom for all, Empower proudly serves over 71,000 organizations and more than 17 million individuals with 1.3 trillion in assets under administration. We’re continuing to grow — and innovate — every day.
Thought Leadership:
- Women at work: How women in government are building careers ― and their futures
- Empowering America’s Financial Journey™ 2023 – Government sector
2023 Visionary Sponsor
The Hyas Group is a specialized consulting firm and has been serving institutional consulting clients, including defined contribution retirement plans, defined benefit retirement plans and health care savings trusts since its inception in 2008. Our mission is to design retirement plans with structures that promote optimal participation rates and retirement savings results. The firm takes pride in negotiating for lower-cost participant plans that do not compromise on service. The Hyas Group maintains a specific focus on the public sector. As of December 31, 2022 the Hyas Group served as advisor to more than $40 billion in client assets, with ninety percent of those assets associated with state, city, county, and other governmental municipalities and special district retirement plans. The firm benefits from having professionals who have served the governmental Section 401(a), 457(b), and 401(k) plan industry for over 20 years. Reviewing retirement plans, evaluating features within the program, developing and monitoring investment menus, assisting fiduciaries, establishing policy, and measuring participant outcomes are all core services of the Hyas Group consulting team.
www.hyasgroup.com
Hyas Group is a separate business unit within Morgan Stanley Institutional Investment Advisors LLC.
© 2023 Morgan Stanley
Thought Leadership:
2023 Visionary Sponsor | PRRL Partner
MissionSquare Retirement is dedicated to guiding those who serve our communities toward a secure and confident financial future. Founded in 1972, MissionSquare Retirement is a mission-based, nonstock, nonprofit, financial services company with approximately $69 billion in assets under management and administration, focused on delivering retirement plans, investment options, and personalized guidance to more than 1.8 million employee accounts (as of January 31, 2023). For 50 years, our mission has been constant – to help those who serve reach their retirement goals with confidence.
For more information, visit www.missionsq.org, download MissionSquare’s mobile app from the App Store® and Google Play™ or follow MissionSquare on Facebook, LinkedIn, and Twitter.
Thought Leadership:
- Research Report: Examining the Financial Wellbeing of the U.S. Public Service Workforce (Click here for the report summary.)
- State and Local Government Employees: Morale, Public Service Motivation, Financial Concerns, Retention – 2022 Survey Results (Click here for the report summary.)
2023 Visionary Sponsor | PRRL Founding Partner
Nationwide is a US-based Fortune 100 company owned by our policyholders with a diverse portfolio of insurance and financial services solutions ranging from auto & home insurance, to retirement plans, annuities and life insurance, to pet & travel insurance. Our history of strength, stability and extraordinary care dates back to 1926 and is reflected in our world-class¹ level of associate engagement and culture of giving back to the communities in which we live in work. Being the #1 provider of 457 plans² and with close to 50 years in the Retirement Solutions business, we have always focused on what matters most – the outcomes of our participants. This focus shows up in the award-winning³ service we provide to 2.7M participants, 1:1 tailored guidance, regardless of age or account balance and array of tools and solutions to help each participant take their unique next best action.
¹2022 Nationwide Culture Survey; overall company score placed Nationwide in the 98th percentile in Gallup’s worldwide company-to-company database
²PLANSPONSOR’s 2022 Recordkeeping Survey
³DALBAR Plan Participant Service Award (2014-2021)
Thought Leadership:
- Nearly two-thirds of women are delaying their retirement due to inflation
- Retirement Plans Education Series – SECURE Act 2.0 of 2022
2023 Visionary Sponsor | PRRL Partner
Voya Financial® helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 14 million individual and institutional customers in the United States. Our vision is to be America’s Retirement Company® while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. We are a Fortune 500 company (NYSE: VOYA) with a clear mission to make a secure financial future possible — one person, one family, one institution at a time.
As the nation’s #1 provider of governmental deferred compensation plans (based on plan assets as of 12/31/21), we work with plan sponsors in states, cities, counties and municipalities of all sizes to provide unique, tailored retirement plan solutions as flexible as your employees are diverse. We have a unique combination of scale, size and market position that allows us to deliver plan administration in a cost-effective manner and engage employees to drive positive retirement outcomes.
Thought Leadership:
- Reducing the Savings Gap
- Voya Perspectives – The future of workplace benefits starts with a connect experience
2023 Premier Sponsor | PRRL Founding Partner
Invesco is a defined contribution partner that delivers investment expertise, innovative thinking, resources, and tools that you need to act with conviction. Invesco helps plan sponsors, financial professionals and consultants make decisions interdependently around four key areas – Investment Menu Design, Plan Design, Participant Engagement, and Plan Governance. As a DC investment partner managing $132 billion in DC assets, our capabilities span virtually all asset classes, styles and regions and backed by the resources of Invesco Ltd., with $1.4 trillion¹ in AUM and more than 8,400 employees worldwide.
Invesco data as of December 31, 2022. Total AUM figure includes all assets under advisement, distributed and overseen by Invesco Ltd.
Thought Leadership:
2023 Premier Sponsor
J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with over $2.4 trillion under management (as of December 31, 2022). Our investment professionals around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the needs of our clients.
As an award-winning retirement solutions provider, we are committed to getting more plan participants across the retirement finish line. Our understanding of participants’ risks and behaviors is unparalleled, allowing us to empower better decisions with industry-leading tools, solutions and insights. Two decades of research and the savings and spending behavioral data of millions of participants fuel our investment decisions and the retirement plan solutions we offer our clients. At J.P. Morgan Asset Management, we are helping real people throughout their entire retirement journey. The breadth and depth of our capabilities make us a truly experienced partner as we help clients build stronger retirement plans.
J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Please visit our website for more information: jpmorgan.com/institutional
Source: J.P. Morgan Asset Management; as of December 31, 2022
Thought Leadership:
2023 Premier Sponsor | PRRL Partner
Segal is a leading, independent firm of benefits, compensation and human resources consultants. Headquartered in New York, Segal has more than 1,000 employees throughout the U.S. and Canada. Clients include federal agencies, state and local governments, corporations, non-profit organizations, professional service firms and joint boards of trustees administering pension and health and welfare plans under the Taft-Hartley Act.
For more than 80 years, Segal consultants have developed cutting-edge total reward approaches that provide quality healthcare, secure retirement and competitive compensation programs for public employees. We also help employers and other plan sponsors develop efficient and secure administration systems and procedures. Additionally, we offer insurance brokerage services, award-winning employee communications through Segal Benz and investment solutions through Segal Marco Advisors, Inc.
Thought Leadership:
2023 Partner Sponsor
Alight Solutions, a subsidiary of Alight, Inc., is a leading provider of digital human capital and business solutions to the world’s most influential companies. Our integrated AI platform provides actionable insights into an organization’s workforce, helping our clients maximize the investments they make in their people. And with proprietary data analytics as a guide, Alight empowers employees to make smarter decisions that enrich their health, wealth and work. With over 15,000 dedicated colleagues serving more than 30 million employees, Alight makes work, work for everyone. The transformation begins at Alight.com.
2023 Partner Sponsor
As one of the largest public-sector consulting firms in the country, we understand the unique needs of public plan retirement programs and the delicate balance between pension, defined contribution, and deferred compensation benefits. AndCo is an independent, institutional investment and retirement consulting firm driven by independence, objectivity, and transparency. We serve as a fiduciary, without exception or caveat, to each of our clients assisting and guiding them to make important investment and plan design decisions. We offer a full range of investment and fiduciary support for all types of institutional plans.
2023 Partner Sponsor
Our purpose is to help more and more people experience financial well-being. As the largest DC investment-only provider,* we are solely focused on serving over 80,000 public and private DC plans, reaching more than 40 million participants with high-quality investment solution designed to help people achieve their retirement goals. Today, we continue our history of innovation and thought leadership as we work to pioneer the next generation of retirement solutions, plan design analytics and participant communications.
Our commitment to our clients’ best interests is why BlackRock is trusted to manage more money than any other investment firm in the world, with $8.59 trillion in assets under management.**
* By AUM as reported in the 2022 PLANADVISOR DCIO Survey released in June 2022, with data as of 12/31/21
** BlackRock, December 31, 2022
2023 Partner Sponsor | PRRL Founding Partner
Since 1931, Capital Group, home of the American Funds, has been focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As one of the world’s largest asset management families, we serve a wide range of institutional investors, including defined benefit and defined contribution plan sponsors, endowments and foundations, financial institutions, governments, and sovereign wealth funds. Our organization has managed assets for institutional investors since 1968 and serves more than 4,500 institutional clients worldwide.
Capital Group has deep roots in the defined contribution business. Our organization manages retirement assets for many Fortune 1000 companies and government entities, with some relationships extending back more than three decades. We believe in the value of enduring relationships with our clients and are committed to the defined contribution market for the long run.
2023 Partner Sponsor
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $11.3 trillion, including discretionary assets of $4.2 trillion as of March 31, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs more than 57,000 associates who are focused on the long-term success of our customers.
For more information about Retirement Plan Services for Not-for-Profit Organizations please visit: https://www.fidelityworkplace.com/s/403b. For institutional investors please visit: i.fidelity.com.
2023 Partner Sponsor
Hanson Bridgett LLP is a full service AmLaw 200 law firm with more than 200 attorneys across California. Creating a diverse workforce by fostering an atmosphere of belonging and intentional support has been a priority at Hanson Bridgett since its founding in 1958. We are dedicated to creating an environment that provides opportunities for people with varied backgrounds, both for attorneys and administrative professionals. As the first law firm recognized as a certified B Corp, we are committed to the communities where our employees live and work and consider it part of our professional obligation to serve justice by encouraging and supporting pro bono and social impact work.
Our Employee Benefits Group handles all types of employee benefit plan issues and advises some of the largest governmental defined contribution plans in the country. Leveraging this depth and diversity, we work closely with clients to develop creative and practical solutions to problems. As a value-add for our clients, we sponsor an annual governmental plan fiduciary education seminar with special emphasis on the issues facing governmental defined contribution plans.
2023 Partner Sponsor
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $290 billion in end-of-period account values as of March 31, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2022 World’s Most Ethical Companies®.
2023 Partner Sponsor
As the retirement solutions provider of PGIM, PGIM DC Solutions’ goal is to deliver innovative defined contribution solutions founded on market-leading research and capabilities. Our highly-experienced team has a deep understanding of the challenges plan sponsors face and a long history of partnering with clients to build more outcome-focused retirement programs. The team’s expertise spans across plan design and participant engagement, investment best practices, portfolio construction, retirement income, and the regulatory and legislative environment. As of 12/31/2022, PGIM has $160 billion DC assets under management.
2023 Partner Sponsor
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.48 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/21.
†This figure is presented as of December 31, 2022 and includes approximately $58.60 billion USD of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
2023 Partner Sponsor
TIAA was founded in 1918 to help teachers retire with confidence. That mission grew to include those in healthcare and more, creating reliable income for their futures while they work to make a difference today. Our commitment to be the change for our clients, associates and communities has never wavered and it’s what motivates us to deliver lifetime income for all with investments that build a better world.
Supporter Sponsors
