June Resource Digest

Each month NAGDCA highlights a new topic and shares relevant information and resources with our members. This month we’re highlighting the topic of Plan Services and below you’ll find links to resources and information related to the topic. Keep an eye out for additional resources in our e-newsletter, NAGDCA Now. We’ll also add the resources to this post throughout the month to allow you to access the curated list from the website at your convenience.

NAGDCA Best Practice Guide – Plan Services

• • Plan Services
  • Bundled and Unbundled Plan Models
  • Contracted and In-house Service Providers
  • Role of Consultants
  • Role of the Internal Revenue Service

Click here to access the full Plan Administration Guide. 

Resources

Conference Presentations

• • Fees and the RFP Process
  • Fiduciary Diligence, Best Practices, Lawsuits, and Lessons Learned

Publications

• • The RFP Process…Checks and Balances
  • Plan Transition Best Practices Guide
  • Rising to the Challenge of the New Fee Disclosure Requirements: A Practical Guide

Department of Labor Information

• • Understanding Retirement Plan Fees and Expenses
  • Tips for Selecting and Monitoring Service Providers for you Employee Benefit Plan

IRS Information

• • A Plan Sponsor’s Responsibilities

Member Spotlight

Anchorage School District 

Learn how the District’s decision to consolidate more than forty vendors to a single provider continues to pay off ten years later. “Sometimes in order to make measurable improvement, you need to recognize the need to make what might seem like a drastic change and then be patient because results don’t happen overnight.”

Click here to read the member spotlight.