NAGDCA Industry Members,

Thank you to everyone who attended the 14th annual industry roundtable meeting! The event brought together 55 attendees representing record keepers, consultants and fund companies from across the country. I wanted to share highlights from the two-day meeting for those who were unable to join us in D.C.

We kicked Thursday off with an association update from NAGDCA’s Executive Board President Cindy Rehmeier and Executive Board Advisor Matt Petersen. This was a great opportunity for industry members to learn about the association’s strategic priorities and current activities.

Our first session featured speaker Anne Lester, Managing Director, Multi-Asset Solutions – Head of Retirement Solutions, J.P. Morgan. Anne shared research from J.P. Morgan regarding how people save and invest for retirement, and how that data can be used to inform effective plan design. Click here to view the presentation.

Following a legislative update from NAGDCA’s Director of Government Affairs Paul Beddoe, the group relocated to Hamilton’s Bar and Grill to wrap up the day with food, drinks and networking.

The first session on Friday titled The ‘Cat-and-Mouse’ Game of Deriving Revenue, Maintaining Transparency and Delivering Value featured a lively panel discussion on the RFP process.

The meeting concluded with a panel of four federal policy makers offering their perspective on the current landscape of the defined contribution industry.

Paul Beddoe served as moderator and panelists included:

  • Charlie Bolton, Legislative Assistant, Senator Rob Portman (R-Ohio), United States Senate
  • Chris Allen, Senior Advisor for Benefits and Exempt Organizations Majority, Committee on Finance, United States Senate
  • Karin Hope, Tax Counsel, Minority, Committee on Ways and Means, United States House of Representatives
  • Ron Storhaug, Tax and Economic Policy Advisor, Committee on Small Business & Entrepreneurship, Office of Senator Ben Cardin, United States

I hope that those of you who were unable to join us this year will be able to make it next year as the meeting continues to be an extremely valuable experience for attendees. Please do not hesitate to reach out to NAGDCA staff if you have any questions or suggestions for the meeting.

I look forward to seeing you in New Orleans for the annual conference!

Jake O'ShaughnessySincerely,

Jake O’Shaughnessy
Managing Director, SageView Advisory Group
NAGDCA Industry President