Participant Engagement Resources

Your participant engagement program is arguably one of your most important functions as a plan sponsor. If participants don’t understand the plan in a way that enables them to be successful, all of the other work you do – setting up the plan, choosing investment options, hiring service providers, etc. – will have a diminished impact. To assist plan sponsors with participant engagement efforts, NAGDCA has compiled past publications, conference presentations, webinars, survey data and more.

Explore our participant engagement resources below and be sure to check back frequently for newly added items. 

Best Practice Guide

NAGDCA’s Participant Engagement best practice guide explores some of the most important aspects of retirement plan information, as well as some of the tools available to effectively communicate to your participants. The guide also reviews disclosure obligations you may face under applicable law.

Click here to view the guide or click below to jump to a section.

Resource Downloads

Publications

Download NAGDCA publications on the topics of participant communication, engagement, education, and more.

View Publications
Webinar

Presentations

View a collection of presentations and recordings from NAGDCA’s past annual conferences and webinars. 

View Presentations
Best Practices

Award Winning Work

NAGDCA annually awards state and local members who display excellence and innovation in the area of participant engagement. Access the award winning entries to learn more about the work of your fellow plan sponsors.

View Award Winners

Survey Data

NAGDCA gathers core plan information from members through the annual benchmarking survey as well as supplemental surveys. Explore findings from surveys regarding participant engagement and communications.

Coming Soon

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.