Plan Governance Resources

It is important for defined contribution plans to be both properly designed and administered in compliance with the Internal Revenue Code. To assist plan sponsors with plan governance, NAGDCA has compiled resources aimed to help plan sponsors ensure their plans operate smoothly and effectively.

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

Best Practice Guide

The Plan Governance Guide steps members through the considerations related to their fiduciary responsibility and oversight options. It also defines best practices for creating plan documents, bylaws, and investment policy statements – all of the nuts-and-bolts procedures that set a defined contribution plan on the path to success.

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

Resource Downloads

Resource Library

To assist plan sponsors with plan governance, NAGDCA has compiled resources aimed to help plan sponsors ensure their plans operate smoothly and effectively. Click below to explore the plan governance resource library.

View Library

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.