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This “Best Practices Guide - Plan Design” publication is one 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:

  • OVERVIEW
  • PLAN DESIGN
  • Participant Services
    • Hardships and Unforeseeable Emergency
    • Withdrawals
    • Loans
    • Investment Advice
  • Plan Features
    • Rollovers (Plan to Plan rollovers (457 to 457) vs. Inter Plan Transfers (401(k) to 457, etc.)
    • Roth Options
    • Automatic Plan Features
    • Employer Match
  • Investment Menu Design
    • Investment Policy Statements
    • Core Investment Menu
    • Account Structure
    • Managed Account Fees
    • Fee Transparency

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