Strategic Alignment

NAGDCA’s goal as the pre-eminent professional association representing the public sector defined contribution community is to advance the performance of our members so that public sector employees have a secure and successful retirement. With that goal as the focus, our Executive Board and staff meet periodically to develop a comprehensive strategic plan. Our most recent plan is focused on three objectives that will help us reach our goal: developing and sharing best practices and data-driven research, partnering and building relationships in the retirement community, and effectively representing the interests of government defined contribution plans and participants in federal legislative and regulatory matters.

2019 Strategic Priorities

Each year NAGDCA’s Executive Board and key stakeholders develop a blueprint for turning the Strategic Plan into action. Our Strategic Priorities for 2019 will guide association work towards the goal of helping create a secure retirement for public sector workers. Our 2019 strategic priorities are as follows:

Strategic Plan Icon

1

Be the primary source of data, research, and best practice information for public sector defined contribution plans.

Strategic Plan Step 2

2

Be the chosen venue for public sector plan sponsors and industry across the country to interact – in person and virtually

3

Create federal legislative change that represents the interests of all public sector defined contribution plan participants

Strategic Plan Step 4

4

Be financially and organizationally strong so we can achieve our core purpose and goals

NAGDCA’s Standard of Excellence

NAGDCA’s most important core values are our reputation for integrity, transparency, and accurate information. The NAGDCA Constitution, Policy Manual, and Code of Ethics give a detailed look into how NAGDCA is designed and run based on those principles.

Pursuant to IRS Regulations, it is the policy of NAGDCA to allow public access to its original exemption application and to its IRS Form 990. In addition, NAGDCA will make copies of its governing documents, conflict of interest policy/disclosures, and year-end financial statements available to the public. This access will be provided at NAGDCA’s principal headquarters offices at a time mutually agreeable between its headquarters and the individual requesting the inspection during regular business hours. In addition, NAGDCA will make each Form 990 information return available for a period of 3 years from filing. Headquarters will provide a copy of the exemption application or Form 990 without charge, other than a reasonable fee for reproduction and actual postage costs, as applicable. The copy must include all information furnished to the IRS as well as all schedules, attachments, and supporting statements, except for the name and address of any contributor to the organization. For further detailed information regarding these IRS requirements, refer to the General Instructions for Form 990.