NAGDCA is excited to introduce a new content series we’re calling Resource Digest. Each month we’ll highlight a new topic and share relevant information and resources in our e-newsletter, NAGDCA Now, and in the News & Articles section of NAGDCA.org. Content will include: conference presentations, publications, member case studies, industry white papers, data, and more!
Q1 Resource Digests – Plan Design
January – Participant Services
February – Plan Features
March – Investment Menu Design
January Resource Digest
Below you’ll find links to NAGDCA’s Best Practice Guide, conference presentations, publications, and IRS information all related to Participant Services. Keep an eye out for additional resources in our e-newsletter, NAGDCA Now. We will 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 – Participant Services
Click here to access the full Plan Design guide.
Missouri State Employees’ Retirement System (MOSERS)
In July 2017, the State of Missouri Deferred Compensation Plan transitioned six field representative positions, otherwise known as education specialists, from the record keeper to MOSERS employees. This transition helped streamline education and marketing efforts, increased reporting and targeting capabilities, built a more recognizable and trusting relationship with state employers and employees and, in general, improved customer service to state of Missouri employees.