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This “Best Practices Guide - Plan Administration” publication is the first in a series of guides designed as a resource for state and local government administrators of defined contribution plans. Our goal is to provide you with some of the best thinking from the plans that comprise NAGDCA’s membership.

Table of Contents:

  • INTRODUCTION
  • PLAN ADMINISTRATION
    • Plan Set-Up: 457, 401(k), 403(b)
    • Plan Sponsors and Plan Documents
    • Service Categories Overview
    • Bundled and Unbundled Models
    • Contracted and In-House
    • Consultants
      • Investments
      • Plan administration/Plan design
    • Auditors
    • Role of IRS

  • Version
  • 715.45 KB File Size
  • September 23, 2013 Create Date
  • January 23, 2020 Last Updated
Plan Administration Best Practices Guide