Plan Sponsor Resources
NAGDCA has curated resources ranging from best practice guides to survey data to aid plan sponsors with the various day-to-day activities involved in plan administration and logistics. Some resources are currently in their beta stages while others have long since been vetted and are available for immediate use.
Whether you are new to a plan sponsorship role, have been working in the plan sponsor community for years, or fall somewhere in-between, we have resources available to help you administer, manage, monitor, and update your plans to offer the very best in retirement security to your participants. We have organized our resources into the main topical areas listed below to assist with navigation.
Resource Categories
Participant Engagement
NAGDCA’s participant engagement resources include the most thoughtful and effective ideas from our members related to participant communication. No single set of materials works for everyone, but the accumulated knowledge of NAGDCA members past and present offers something for every plan sponsor to use, and tailor to their own defined contribution participants.
Plan Administration
Explore NAGDCA resources related to plan creation, development of plan documents, plan services, bundled & unbundled plans, contracted vs in-house service providers, the role of consultants, and the role of the Internal Revenue Services.
Plan Structure & Design
Designing a defined contribution plan that successfully provides participants with adequate retirement income can be challenging, as no single plan design is best for all situations. Utilize NAGDCA’s collection of resources related to participant services, plan features and investment menu design to assist with your plan design decisions.
Plan Governance
It is important for defined contribution plans to be both properly designed and administered in compliance with the Internal Revenue Code. NAGDCA has compiled resources aimed to help plan sponsors ensure their plans operate smoothly and effectively.
Additional Resources
Member Forums
Utilize discussion threads in our member forums to reach out to our robust network of plan sponsors to request advice and guidance. Or simply enter your topic of interest in the forum search bar to explore past discussion threads and shared documents.
Webinars
Over the past several years NAGDCA has developed a series of webinars on diverse topics affecting the plan sponsor community. These webinars are designed to include key information to help members measure success, offer insights on legislative updates, and provide information on fiduciary rulings.
Job Board
The NAGDCA job posting platform is a free service that members may use to post and learn about open positions.
RFP Board
The NAGDCA RFP posting platform allows members to post RFPs for services at no cost. This platform exposes your plan’s needs to a wide audience of vendors beyond your local set of contacts.
