Plan Structure and Design Resources
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. To assist plan sponsors with difficult plan design decisions, NAGDCA has compiled past publications, conference presentations, webinars, survey data and more.
Explore our plan design resources below and be sure to check back frequently for newly added items.
Best Practice Guide
NAGDCA’s Plan Structure and Design best practice guide reviews choices with respect to some of the key services and features that can be incorporated into your plan, as well as some considerations for establishing or modifying your plan’s investment menu.
Click here to view the guide or click below to jump to a section.
Participant Services
Plan Features
Rollovers
Roth Options
Automatic Plan Features
Employer Match
Investment Menu Design
Investment Policy Statements
Core Investment Menu
Account Structure
Fee Transparency
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.
