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


Download NAGDCA publications on the topics of plan governance, fiduciary responsibilities and more. 

View Publications


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

Coming Soon
Best Practices

Award Winning Work

NAGDCA annually awards state and local members who display excellence and innovation in the area of plan design. 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 investment advice, plan features, and more. 

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.