Resource Library Preview

You may use the library below to preview the resources that are available to NAGDCA members.
Interested in joining? Click here for information regarding membership and benefits.

(NAGDCA members, click here to log in and access the resources.)

ImageTitleContentTopicsDatehf:tax:wpdmcategory
Fast Fact | SECURE 2.0 Act: Catch-up Contributions
Fast Fact | SECURE 2.0 Act: Catch-up ContributionsIn this Fast Fact, the Public Retirement Research Lab Database is used to assess the impact of this provision on public-sector retirement plan participants., , March 7, 2024public-retirement-research-lab-prrl secure-2-0 data
2022 NAGDCA/EBRI Public Retirement Research Lab (PRRL) Report
2022 NAGDCA/EBRI Public Retirement Research Lab (PRRL) ReportIndustry Report based on 2021 data. This is a summary report outlining the overall, aggregated operating and profile characteristics of the plans whose data was provided by EBRI for this …, February 12, 2024public-retirement-research-lab-prrl data
Recruitment, Retention, and Total Employee Wellbeing
Recruitment, Retention, and Total Employee WellbeingThe pandemic accelerated a societal shift that’s been going on for years; our work lives and our personal lives are merging. Wise employers are recognizing that to have a highly …, , , November 14, 2023participant-engagement participant-services plan-administration plan-design-and-structure
NAGDCA Award Case Studies - Targeted Messaging
NAGDCA Award Case Studies – Targeted MessagingPresented by the City and County of Honolulu and Maryland Teachers & State Employees Supplemental Retirement Plans (MSRP). Select “Download” to access the PDF version of the presentation.  Click below …, November 14, 2023communication participant-engagement
The Generational Divide in Public Retirement Plans – Savings, Spending, and Retirement Income
The Generational Divide in Public Retirement Plans – Savings, Spending, and Retirement IncomeSince the global financial crisis, many defined benefit plans have scaled back retirement benefits, particularly for new hires and younger workers. Despite these reductions, many employees are spending all or …, , November 14, 2023investments participant-engagement plan-design-and-structure
Building a Plan for Those Who Need It Most
Building a Plan for Those Who Need It MostPublic sector plan data show meaningful differences in savings and investment behaviors among employee populations that plan sponsors must consider when making plan changes and developing outreach strategies. Learn how …, , November 14, 2023participant-engagement plan-administration plan-design-and-structure
Solutions to Fiduciary Challenges
Solutions to Fiduciary ChallengesFiduciary duties are at the core of effective plan governance, and it’s essential for plan sponsors to clearly understand their responsibilities to achieve the best results for plan participants. This …, , November 14, 2023fiduciary-responsibility plan-administration plan-governance
Washington Update
Washington UpdateJoin members of NAGDCA’s Legislative Committee and attorneys from Groom Law Group, the association’s legislative affairs firm, for a discussion around SECURE 2.0 challenges, opportunities, and the latest implementation guidance …, November 14, 2023nagdca-government-affairs secure-2-0
Communicating Complex Plans
Communicating Complex PlansPublic sector defined contribution plan sponsors face unique challenges when trying to reach and inform the many individuals within their diverse workforces. Financial literacy, plan complexities, and wide-ranging audiences all …, , November 14, 2023communication participant-engagement plan-design-and-structure
Insights from the NAGDCA Fees Task Force
Insights from the NAGDCA Fees Task ForceIn 2022, a fee task force, consisting of plan sponsors and industry members, was established to help public plan sponsors understand the various ways fees can be assessed to the …, November 14, 2023plan-administration plan-design-and-structure
Investments in an Uncertain World
Investments in an Uncertain WorldGiven the sharp rise in interest rates over the past year, many plan sponsors are reevaluating their investment options in today’s market. Join the panel for a discussion on the …, , , November 14, 2023education investments participant-engagement plan-design-and-structure
RFP Best Practices for Governmental Plan Sponsors
RFP Best Practices for Governmental Plan SponsorsAs participant needs from their deferred compensation plan change, the technological capabilities of the recordkeepers in the marketplace have been evolving rapidly. This panel will provide an overview of the …, November 14, 2023plan-administration rfp
NAGDCA Award Case Studies - Financial Wellness
NAGDCA Award Case Studies – Financial WellnessPresented by the City of Anaheim and the County of Los Angeles. Select “Download” to access the PDF version of the presentation.  Click below to view the recording., November 14, 2023participant-engagement plan-design-and-structure
Managing Complexities in Higher Education Plans: Lessons for All
Managing Complexities in Higher Education Plans: Lessons for AllLearn about the key features of three university plans and the unique challenges they face such as multiple employers, diversity of participants, and a variety of plan designs. The panel …, November 14, 2023plan-administration plan-design-and-structure
NAGDCA Award Case Studies - Vendor Consolidation and Investment Menu Enhancement
NAGDCA Award Case Studies – Vendor Consolidation and Investment Menu EnhancementPresented by Chicago Public Schools and the City of Seattle. Select “Download” to access the PDF version of the presentation.  Click below to view the recording., , , , November 14, 2023investments participant-services plan-administration plan-design-and-structure plan-services
Economic Outlook
Economic OutlookWill the recession ever hit? Are more banking failures possible? What can we expect in the year ahead? Explore the current market conditions and learn what’s expected in both the …, November 14, 2023plan-administration plan-design-and-structure
Building Successful Board and Staff Relationships
Building Successful Board and Staff RelationshipsSuccessful governance of public sector retirement plans is the foundation of providing participants with retirement options that best meet their needs. Join us for this new Sunday session exploring the …, , November 14, 2023board-members fiduciary-responsibility plan-governance
Fast Fact | SECURE 2.0 Act Low-Balance Distribution Limit Changes: A Look By Age and Tenure
Fast Fact | SECURE 2.0 Act Low-Balance Distribution Limit Changes: A Look By Age and TenureThis Fast Fact examines SECURE 2.0 changes to the low-balance distribution limit by age and tenure. Under current provisions, retirement plans are permitted to force out participants with vested account …, November 2, 2023public-retirement-research-lab-prrl data
A Gender Lens on Public-Sector DC Savings Behaviors
A Gender Lens on Public-Sector DC Savings BehaviorsIn this brief, the public-sector plan participant savings behaviors are analyzed by gender. Specifically, balances, contributions, and asset allocation by participants’ gender are studied. One of the key findings is …, October 25, 2023public-retirement-research-lab-prrl data
The State of Public Sector DC Plans: 2021
The State of Public Sector DC Plans: 2021The State of Public Sector DC Plans: 2021, the second edition of the State of Public Sector DC Plans derived from the PRRL Database, updates the first edition based on …, October 3, 2023public-retirement-research-lab-prrl data
Fees Guide: An overview of public sector retirement plan fee types and structures
Fees Guide: An overview of public sector retirement plan fee types and structuresThe purpose of the NAGDCA Fees Guide is to provide a foundational document for the understanding of different fee types and structures that apply to government defined contribution plans. Plan …, , September 26, 2023plan-administration plan-design-and-structure plan-governance
SECURE 2.0 | Roth Catch Up Guidance
SECURE 2.0 | Roth Catch Up GuidanceJoin NAGDCA for an in-depth discussion on the guidance from the Treasury regarding the catch-up provisions in SECURE 2.0. The Groom team discusses the guidance with Executive Director Matt Petersen …, August 31, 2023nagdca-government-affairs secure-2-0
North Carolina Department of State Treasurer - myNCRetirement Journey
North Carolina Department of State Treasurer – myNCRetirement JourneyDST has supported NAGDCA’s efforts to encourage members to save for retirement since 2006, when NAGDCA launched National Retirement Security Week. Our support continued when NAGDCA expanded its efforts by …August 1, 2023nrsm
Missouri State Employees Retirement System (MOSERS) - Measure Twice. Retire Once.
Missouri State Employees Retirement System (MOSERS) – Measure Twice. Retire Once.National Retirement Security Month is a great time for State of Missouri employees to check their savings progress and verify they’re still on the right track to meet their retirement …August 1, 2023nrsm
Gwinnett County Government - Picture Your Future
Gwinnett County Government – Picture Your FutureThe Gwinnett County Retirement staff and their partners at Voya worked together to develop a “Picture your future by putting your retirement first” theme to promote NRSM. The theme was …August 1, 2023nrsm
County of Los Angeles - Road Trip to Retirement
County of Los Angeles – Road Trip to RetirementThere’s no one-size-fits-all approach to building retirement readiness. Participants at different stages of the journey face different challenges—and the actions they should take to improve retirement security evolve over time. …August 1, 2023nrsm
City of Los Angeles Deferred Compensation Plan - Foodies and Finance
City of Los Angeles Deferred Compensation Plan – Foodies and FinanceIn conjunction with the United States Senate’s annual resolution for National Retirement Security Month (NRSM), the DCP hosts a month-long campaign to drive awareness for the importance of saving for …August 1, 2023nrsm
2023 Leadership Award Winner Logo
2023 Leadership Award Winner LogoPackage contains – JPG color logo PNG color logo EPS color and white logosAugust 1, 2023exclude-from-resource-library
Using Auto Features to Close Savings and Participation Gaps
Using Auto Features to Close Savings and Participation GapsLearn about actions taken by the City of Milwaukee to incorporate auto-enrollment and re-enrollment features in its plan design and the role those features play in closing savings and participation …, , July 20, 2023participant-engagement plan-design-and-structure plan-features
Quantifying the Effects of Pension Reform on Public Employee Benefits
Quantifying the Effects of Pension Reform on Public Employee BenefitsThe report examines DB plan reform and explores why the changing nature of public retirement systems should create a new paradigm for retirement savings; one in which DB and DC …, , April 26, 2023participant-engagement plan-administration plan-design-and-structure
PRRL - Trends in Public-Sector Employee Tenure, 2000-2022
PRRL – Trends in Public-Sector Employee Tenure, 2000-2022In a recently published Employee Benefit Research Institute (EBRI) report,¹ data on employee tenure were examined to see how tenure had changed since the inception of the pandemic. Workers in …March 29, 2023public-retirement-research-lab-prrl data
SECURE 2.0 – Emergency Savings Provisions
SECURE 2.0 – Emergency Savings ProvisionsJoin NAGDCA for an in-depth discussion on the emergency savings provisions in SECURE 2.0 and the impact on public sector plans. Ned Taylor, Senior Consultant at Hyas Group, and Hutch …, , , March 15, 2023nagdca-government-affairs plan-administration plan-governance secure-2-0
SECURE 2.0 - Catch-Up Provisions
SECURE 2.0 – Catch-Up ProvisionsJoin NAGDCA for an in-depth discussion on the catch-up provisions in SECURE 2.0 and the impact on public sector retirement plans. Marilyn Collister, Senior Director, Legislative and Regulatory Affairs at …, , , February 21, 2023nagdca-government-affairs plan-administration plan-governance secure-2-0
SECURE 2.0 Summary for Governmental Plans
SECURE 2.0 Summary for Governmental PlansNAGDCA’s resource, adapted from Groom Law Group’s Comparison of the SECURE 2.0 Act of 2022 and Present Law, summarizes 38 SECURE 2.0 provisions that impact governmental defined contribution plans., January 19, 2023nagdca-government-affairs secure-2-0
SECURE 2.0 - Overview for Public Plan Sponsors
SECURE 2.0 – Overview for Public Plan SponsorsOn December 22, Congress passed the Consolidated Appropriations Act of 2023 to fund the government through September 30, 2023. Division T of the legislation is the SECURE 2.0 Act of …, , , January 11, 2023nagdca-government-affairs plan-administration plan-governance secure-2-0
Practical Resources for Plan Improvement
Practical Resources for Plan ImprovementWith technological advances, it has become easier to create tools that can help plan sponsors identify, evaluate, and act on goals and objectives; measure results; and carry out their vision …, , January 1, 2023participant-engagement plan-administration plan-design-and-structure
How to Successfully Communicate Plan Fees
How to Successfully Communicate Plan FeesPlan fees can be complicated making effective participant communication quite a challenge. This panel will discuss the different types of plan-related fees and the challenges one Plan is facing during …, , January 1, 2023communication participant-engagement plan-administration
Exploring Decumulation Solutions – What Do Participants Need?
Exploring Decumulation Solutions – What Do Participants Need?Retiring U.S. workers are finding it increasingly difficult to transition from saving to spending, and none more so than employees in the public sector. With the availability of defined benefit …, , , January 1, 2023education investments participant-engagement plan-design-and-structure
Participant Engagement Trends in a Hybrid Environment
Participant Engagement Trends in a Hybrid EnvironmentCommunication strategies are rapidly evolving as many individuals adapt to new hybrid or fully remote work environments. Explore recent data findings and discover tips for engaging participants in different work …, , , January 1, 2023communication participant-engagement plan-administration technology
The Great Resignation: Attracting, Retaining and Valuing Public Sector Talent
The Great Resignation: Attracting, Retaining and Valuing Public Sector TalentSince the pandemic, organizations find themselves with another unexpected phenomenon many call the “Great Resignation” – the massive wave of U.S. workers quitting their jobs for new opportunities or exiting …, , January 1, 2023participant-engagement plan-administration plan-design-and-structure
Protecting Participant Data - Safeguarding Against Fraud and Breaches
Protecting Participant Data – Safeguarding Against Fraud and BreachesFraud and breach response are top-of-mind for all organizations entrusted with sensitive data. Discover data privacy best practices, how sponsors can help protect participant information, and the timeline for responding …, January 1, 2023plan-administration plan-governance
Exploring Decumulation Solutions – Considerations for Plan Sponsors
Exploring Decumulation Solutions – Considerations for Plan SponsorsAs the wide array of decumulation solutions continue to expand, more plan sponsors are considering adding options to their defined contribution plans. This panel will provide an overview of decumulation …, , January 1, 2023investments plan-administration plan-design-and-structure
Designing and Implementing Financial Wellness Programs
Designing and Implementing Financial Wellness ProgramsThe topic of financial wellness seems to be everywhere, spanning multiple industries, but what exactly does it mean for defined contribution retirement plans? Join this discussion on the meaning of …, January 1, 2023participant-engagement plan-design-and-structure
A Plan Sponsor’s Guide to Using Data and Research in the Public Sector
A Plan Sponsor’s Guide to Using Data and Research in the Public SectorFollow the journey of Hank Levy, Treasurer and Tax Collector of Alameda County, as he set out to use data and research to improve outcomes for employees participating in his …, , , January 1, 2023participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl data
State ESG Rules: What DC Plan Sponsors Need to Know
State ESG Rules: What DC Plan Sponsors Need to KnowThe Department of Labor proposed subsequent rules in 2020 and 2021 to first discourage and then protect the use of ESG factors in the fiduciary decision-making processes. These rules, while …, , December 15, 2022investments plan-design-and-structure plan-governance
2022 NAGDCA Annual Report
2022 NAGDCA Annual ReportThe 2022 Annual Report provides an overview of NAGDCA’s membership and activities throughout the year.December 8, 2022
Automatic Enrollment Toolkit
Automatic Enrollment ToolkitIs your Plan considering pursuing auto enrollment legislation in your state? The Auto Enrollment Toolkit provides the information you need to get started. Developed by NAGDCA’s Legislative Committee, the toolkit …, December 6, 2022plan-design-and-structure plan-features
Auto Enrollment Toolkit - Model Legislation
Auto Enrollment Toolkit – Model LegislationModel auto enrollment legislation to assist with state advocacy efforts. Customize the Word document for use in your state., December 6, 2022plan-design-and-structure plan-features
Auto Enrollment Toolkit - Customizable Handout
Auto Enrollment Toolkit – Customizable HandoutCustomizable auto enrollment one pager for use with policymakers. Edit the PowerPoint document to insert law, state/jurisdiction, and plan name., December 6, 2022plan-design-and-structure plan-features
2022 NAGDCA Awards Presentation Ceremony
2022 NAGDCA Awards Presentation CeremonyThe annual NAGDCA Awards Program recognizes the brightest ideas and most innovative solutions from across the industry. Join us to learn about the 2022 Leadership Award Winners and for the …, , , September 21, 2022participant-engagement plan-administration plan-design-and-structure plan-governance
Spending and Saving Behavior of Public-Sector Defined Contribution Plan Participants
Spending and Saving Behavior of Public-Sector Defined Contribution Plan ParticipantsPublic-sector workers have traditionally been covered by defined benefit (DB) plans that pay annuities or guaranteed streams of income in retirement. While privates-sector employers have predominately switched to offering only …, September 20, 2022public-retirement-research-lab-prrl data
Recordkeeping RFP Process
Recordkeeping RFP ProcessThe recordkeeper RFP process is among the most daunting tasks a public sector DC plan administrator can undertake. In this Connect Conversation, AndCo consultant and NAGDCA Industry Committee member Jacob …, , August 25, 2022plan-administration plan-design-and-structure plan-governance
Alameda County - Income Replacement Study
Alameda County – Income Replacement StudyWithout an accurate picture of employee retirement readiness, identifying optimal plan design remains an educated guess. In order to enhance their 457(b) and 401(a) plans’ investment offerings and participant services …, , , August 1, 2022participant-services plan-administration plan-design-and-structure plan-features
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) - How Much? How Long? Increase Campaigns
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) – How Much? How Long? Increase CampaignsPlan members need specific information at key points during their career. Timing is a critical component of financial planning and knowing the “when’s” and “how much” should be more specific …, , , August 1, 2022communication education participant-engagement technology
Employees Retirement System of Texas (ERS) - Your Retirement Adventure
Employees Retirement System of Texas (ERS) – Your Retirement AdventureKnowing State of Texas employees will only have about 50% of their pre-retirement income from their ERS retirement (defined benefit plan), Employees Retirement System of Texas (ERS) wanted to educate …, , August 1, 2022communication education participant-engagement
District of Columbia - 2021 Summer Passport Program
District of Columbia – 2021 Summer Passport ProgramThe District of Columbia 2021 Summer Passport Program was an extended campaign where participants embarked on a six-week virtual journey that included online events such as webinars, on-demand videos, and …, , , August 1, 2022communication education participant-engagement technology
California Savings Plus Program - Recipe for your Retirement Readiness Campaign
California Savings Plus Program – Recipe for your Retirement Readiness CampaignParticipants picked a recipe for success by choosing Savings Plus. But, a successful retirement also hinges on choosing the right ingredients and techniques to reach the best outcome. By using …, , August 1, 2022communication education participant-engagement
State of Florida - Plan.Save.Retire
State of Florida – Plan.Save.RetireThe Florida Deferred Compensation Plan initiated a three month communication program to highlight a new section of its website entitled Plan.Save.Retire. These web resources were in response to COVID changes …, , , August 1, 2022communication education participant-engagement technology
County of San Diego - Investing Learn to Earn Virtual Event
County of San Diego – Investing Learn to Earn Virtual EventWith the County of San Diego Deferred Compensation Program’s Investing Learn to Earn virtual event that ran from October 2021 – January 31, 2022, visitors entered a videogame-style environment to …, , , August 1, 2022education participant-engagement participant-services technology plan-design-and-structure
San Bernardino County - Defined Contribution Plans Recordkeeper Request for Proposal (RFP) Results
San Bernardino County – Defined Contribution Plans Recordkeeper Request for Proposal (RFP) ResultsFor many Plans, the recordkeeper RFP process can have the greatest impact on participant retirement outcomes. The Committee was very aware of the importance of the RFP process. An RFP …, , , August 1, 2022board-members plan-administration plan-design-and-structure plan-governance
Gwinnett County - Automatic Retirement Readiness
Gwinnett County – Automatic Retirement ReadinessPart of Gwinnett’s comprehensive compensation program includes our retirement contribution offerings and supplemental employer match. To assist employees in saving for their retirement, and to encourage proactive planning for their …, , August 1, 2022participant-services plan-design-and-structure plan-features
City of Seattle - Voluntary Deferred Compensation Plans Investment Lineup Enhancement & Recordkeeper Renegotiation
City of Seattle – Voluntary Deferred Compensation Plans Investment Lineup Enhancement & Recordkeeper RenegotiationDespite the challenges, market volatility, and limiting conditions presented in 2021, the City of Seattle Trust Committee was resolute to improve their 457 Deferred Compensation plan by establishing key initiatives, …, , , , , August 1, 2022board-members fiduciary-responsibility investments participant-services plan-design-and-structure plan-governance
Chicago Public Schools - Supplemental Plans Redesign
Chicago Public Schools – Supplemental Plans RedesignChicago Public Schools (“CPS”) is the third-largest school district in the United States, operating approximately 636 schools with more than 40,000 active employees. Like many other K-12 school districts, CPS’ …, , , August 1, 2022investments participant-services plan-design-and-structure plan-features
Virginia Retirement System - SmartStep Auto-Increase Awareness Campaign
Virginia Retirement System – SmartStep Auto-Increase Awareness CampaignThe COVID-19 pandemic remains a crisis across the globe. Out of an abundance of caution, all VRS offices, including the VRS Service Center, were closed to in-person and walk-in appointments. …, , , , August 1, 2022communication education participant-engagement plan-design-and-structure plan-features
NYC Health + Hospitals - Coronavirus-Related Distribution (CRD) Communications
NYC Health + Hospitals – Coronavirus-Related Distribution (CRD) CommunicationsThis project was implemented to educate plan participants about the importance of continuing to save for retirement in the NYC Health + Hospitals Tax-Deferred Arrangement (TDA), a voluntary 403(b) plan …, , August 1, 2022communication education participant-engagement
City of Milwaukee - 2021 Healthy Rewards Program
City of Milwaukee – 2021 Healthy Rewards ProgramLike many employers, the City of Milwaukee recognizes that financial wellness matters in the work environment and serves as a significant opportunity to engage with participants. To help address this …, , , , August 1, 2022communication education participant-engagement plan-features technology plan-design-and-structure
City and County of Honolulu - Participation Education & Communication
City and County of Honolulu – Participation Education & CommunicationThe City and County of Honolulu is a 457(b) deferred compensation plan was established July 1, 1979 and is available to eligible employees of the City and County of Honolulu. …, , August 1, 2022communication education participant-engagement
California State Teachers' Retirement System - CalSTRS Pension2 National Retirement Security Month Campaign
California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month CampaignCalSTRS operates seven Member Service Centers throughout the state of California. Prior to the pandemic, the Member Service Centers offered in-person, walk-in service, scheduled individual appointments, group educational seminars, and …, , , , August 1, 2022communication education nrsm participant-engagement technology
State of Nevada - NDC Nevada Saves Month
State of Nevada – NDC Nevada Saves MonthThe Nevada Public Employees’ Deferred Compensation (NDC) Program is a voluntary retirement savings plan designed to increase personal savings for retirement. To help improve the financial literacy and success of …, , , August 1, 2022communication education nrsm participant-engagement
State of Michigan - It’s your future, retire well
State of Michigan – It’s your future, retire wellThe “It’s your future, retire well” campaign was conducted during October, 2021, in support of National Retirement Security Month (NRSM). All active participants in the State of Michigan 401(k) and …, , , August 1, 2022communication education nrsm participant-engagement
County of Los Angeles - Making National Retirement Security Month an Event with Lasting Impact
County of Los Angeles – Making National Retirement Security Month an Event with Lasting ImpactFor Plan Sponsors, National Retirement Security Month (NRSM) is an annual opportunity to shine a spotlight on the issue of retirement readiness and encourage participants to take positive steps toward …, , , August 1, 2022communication education nrsm participant-engagement
City of Los Angeles - NRSM 2021–Back to the Movies with the DCP
City of Los Angeles – NRSM 2021–Back to the Movies with the DCPOn September 27, 2021, DCP staff, in partnership with its Third-Party Administrator (TPA), Voya, launched their annual campaign for National Retirement Security Month (NRSM). The primary objectives of the campaign …, , , August 1, 2022communication education nrsm participant-engagement
City of Anaheim - Financial Wellness Olympics Challenge
City of Anaheim – Financial Wellness Olympics ChallengeThe City of Anaheim sought to improve financial wellness for its employees during National Retirement Security Month in October 2021. Employee needs were identified, and together with MissionSquare, an exciting …, , , August 1, 2022communication education nrsm participant-engagement
2022 Leadership Award Winner Logo
2022 Leadership Award Winner LogoPackage contains – JPG color logo EPS color logo EPS white logoJuly 28, 2022exclude-from-resource-library
Board and Committee Governance and Best Practices
Board and Committee Governance and Best PracticesSelect “Download” to access the slides and an excerpt from Oklahoma Municipal Retirement Fund’s (OkMRF) Trustee Reference manual detailing their Code of Ethics and Education Policy.  Click here to view …, , , July 14, 2022board-members fiduciary-responsibility plan-administration plan-governance
Auto Enrollment Legislation Guidance
Auto Enrollment Legislation GuidanceNAGDCA Executive Director Matt Petersen talks with Executive Board Member-at-Large, Christina Elliott, about auto enrollment. Christina shares her experience securing auto enrollment legislation for the Ohio Deferred Compensation Plan and …, , , May 26, 2022plan-administration plan-design-and-structure plan-features plan-governance
2021 NAGDCA/EBRI Public Retirement Research Lab (PRRL) Report
2021 NAGDCA/EBRI Public Retirement Research Lab (PRRL) ReportIndustry Report based on 2020 data. This is a summary report outlining the overall, aggregated operating and profile characteristics of the plans whose data was provided by EBRI for this …, May 22, 2022public-retirement-research-lab-prrl data
2022 New Member Orientation
2022 New Member OrientationLearn about NAGDCA and how you can get the most out of your membership. The New Member Orientation was designed specifically for government members who joined the organization within the …April 15, 2022
Retirement Income and Fiduciary Considerations
Retirement Income and Fiduciary ConsiderationsMichael Kreps, Principal at Groom Law Group joins NAGDCA Executive Director, Matt Petersen for a conversation about evaluating retirement income options through a public sector fiduciary lens. Michael recently published …, , , April 4, 2022fiduciary-responsibility plan-administration plan-design-and-structure plan-governance
Public Service Loan Forgiveness Program: Temporary Waivers Explained
Public Service Loan Forgiveness Program: Temporary Waivers ExplainedJoin us to learn about the Public Service Loan Forgiveness (PSLF) program and the eligibility requirements. The speakers explain the temporary waivers announced in October 2021 that address many of …, March 17, 2022education participant-engagement
EBRI Issue Brief - ESG Investment Options in Public DC Plans
EBRI Issue Brief – ESG Investment Options in Public DC PlansIncreasing consideration of sustainable investing in retirement plans has been driven by growing recognition of climate change and evolving consumer preferences, as well as innovations in both data and investment …, March 4, 2022investments public-retirement-research-lab-prrl plan-design-and-structure data
Nationwide - The growth opportunity with Hispanic clients
Nationwide – The growth opportunity with Hispanic clientsThe growth opportunity with Hispanic clients: Special considerations and potential for expansion into the Hispanic market Key highlights: The U.S. Latino population is growing faster than any other minority population …, , , February 11, 2022communication participant-engagement participant-services plan-design-and-structure
Empower - Making a difference for employees
Empower – Making a difference for employeesMaking a difference for employees: How government employers are looking for a great response to “the Great Resignation”, , , February 11, 2022participant-engagement participant-services plan-features plan-services plan-design-and-structure plan-administration
Voya Perspectives - Retirement income is the new retirement plan outcome
Voya Perspectives – Retirement income is the new retirement plan outcomeUncovering opportunities and solutions to help employees transition retirement savings into retirement income | The concept of what it means to retire is changing. Driven by the soaring number of …, , February 1, 2022education plan-design-and-structure plan-features participant-engagement
Northwestern Decision - Takeaways for Public Plan Fiduciaries
Northwestern Decision – Takeaways for Public Plan FiduciariesOn January 24, 2022, in a unanimous decision, the Supreme Court in Hughes v. Northwestern remanded a long-running case against Northwestern University to the lower courts for further review. While the case …, , January 28, 2022investments nagdca-government-affairs plan-design-and-structure
The Next Generation of Financial Wellness
The Next Generation of Financial WellnessFinancial wellness programs are evolving quickly due to the embrace of enhanced artificial intelligence (AI) driven services and advice. The need for programs designed to support holistic personal financial and …, , , January 3, 2022participant-engagement plan-administration plan-design-and-structure plan-governance
The Value of an Effective Participant Education Program
The Value of an Effective Participant Education ProgramOne size certainly does not fit all when it comes to participant education programs. From the types of services offered to the many ways participants can engage, plan sponsors are …, , January 3, 2022communication education participant-engagement
Public and Private – Exploring lessons learned from both sectors
Public and Private – Exploring lessons learned from both sectorsWe know the public sector differs from the private sector with its unique challenges and opportunities, but what effect do those differences have on public sector employees’ retirement savings? This …, January 3, 2022plan-administration plan-design-and-structure
Evolution of the DC Plan Menu
Evolution of the DC Plan MenuPlan sponsor directed investment offerings have experienced many innovative changes over the past few years due to the passage of legislation such as the SECURE Act and CARES Act. Improved …, January 3, 2022investments plan-design-and-structure
DB Pensions and DC Plans – Working in tandem to achieve financial security
DB Pensions and DC Plans – Working in tandem to achieve financial securityWhile defined benefit plans have steadily declined in the private sector over the past decades, pensions continue to be the primary retirement income benefit offered to public sector employees. Employees’ …, , January 3, 2022plan-administration plan-design-and-structure plan-governance
Understanding Plan Fees and Value Propositions
Understanding Plan Fees and Value PropositionsReducing retirement plan costs is a commendable goal on the surface, but when plan sponsors dig a little deeper, they may find that cutting fees impact more than just the …, January 3, 2022plan-administration plan-design-and-structure
Improving Plan and Participant Outcomes through DEI Initiatives
Improving Plan and Participant Outcomes through DEI InitiativesDiversity, equity, and inclusion (DEI) are more than just buzz words and many organizations realize the need and value in implementing initiatives that make a real difference. Plan sponsors and …, , January 3, 2022participant-engagement plan-administration plan-design-and-structure
Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & Concerns
Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & ConcernsJoin three members of the Plan Sponsor Advisory Council for PRRL as they discuss their approach to data, the sources on which they rely for the data, and how they …, , , January 3, 2022participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl data
The Long View – Decumulation Solutions
The Long View – Decumulation SolutionsInterest in retirement income has skyrocketed in recent years highlighted by the passing of the SECURE Act in 2019, leading many plans to seek out guaranteed income solutions that focus …, , January 3, 2022investments plan-administration plan-design-and-structure
Make it Personal – Developing data-driven communications
Make it Personal – Developing data-driven communicationsWe live in a time when digital marketing moves fast, quickly changing our expectations of how we interact with and receive content. As consumers, we expect brands to deliver messages …, , , January 3, 2022communication education participant-engagement technology
2021 NAGDCA Annual Report
2021 NAGDCA Annual ReportThe 2021 Annual Report provides an overview of NAGDCA’s membership and activities throughout the year.December 7, 2021
Award Winner Showcase
Award Winner ShowcaseThe Award Winner Showcase webinar features 2021 Leadership Award winners and the presentation of the new Members’ Choice Award. Representatives from three award-winning plans and their industry partners share their …, , November 10, 2021participant-engagement plan-administration plan-design-and-structure
2021 Leadership Award Winners
2021 Leadership Award WinnersDownload the 2021 Leadership Awards booklet to learn about each of the winning projects and campaigns., , , August 31, 2021participant-engagement plan-administration plan-design-and-structure plan-governance
Virginia Retirement System - VRS Interactive Virtual Tools
Virginia Retirement System – VRS Interactive Virtual ToolsAs COVID-19 spread across the globe, out of an abundance of caution, all VRS offices, including the VRS Service Center, were closed to in-person and walk-in appointments. VRS shifted to …, July 28, 2021participant-engagement technology
State of North Carolina - Enrollment Webpage Enhanced Experience
State of North Carolina – Enrollment Webpage Enhanced ExperienceThe N.C. Department of State Treasurer (DST) administers three supplemental retirement plans – the NC 401(k) and NC 457 Plans and the NC 403(b) Program. There is a collaborative relationship …, July 28, 2021participant-engagement technology
State of Florida - Informational Videos-Enrollment Series
State of Florida – Informational Videos-Enrollment SeriesThe State of Florida Bureau of Deferred Compensation released a four-part series of informational videos designed to walk employees through a very basic understanding of the Plan. These videos, known …, , July 28, 2021communication participant-engagement technology
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) - Social Distancing - But Not Alone
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) – Social Distancing – But Not AloneThis isn’t a story about technology. It’s a story of how a group of people rallied together when technology was all that was left of what used to be. Through …, July 28, 2021participant-engagement technology
City of Phoenix Deferred Compensation Plan - Virtual Financial Expo
City of Phoenix Deferred Compensation Plan – Virtual Financial ExpoEach year we host an in-person Financial expo, conducting many Rep 1:1’s, answering questions, and hands-on learning at technology stations. Many employees, including Public Safety and retirees, look forward to …, July 28, 2021participant-engagement technology
State Universities Retirement System of Illinois - Redesigning the Core Defined Contribution Plan
State Universities Retirement System of Illinois – Redesigning the Core Defined Contribution PlanWith their members’ retirement security in mind, the State Universities Retirement System (SURS) set out to revamp their core defined contribution retirement plan. The goal of the redesign was to …, , July 28, 2021investments plan-administration plan-design-and-structure
State of Wisconsin - Wisconsin Deferred Compensation Program Defined Benefit Estimate Pilot
State of Wisconsin – Wisconsin Deferred Compensation Program Defined Benefit Estimate PilotThe Wisconsin Deferred Compensation Program (WDC) wanted to measure participant interest in having their Wisconsin Retirement System (WRS) defined benefit estimate included on the Plan’s website and in participants’ personalized …, July 28, 2021plan-administration plan-design-and-structure
San Bernardino County - Investment Lineup Enhancements
San Bernardino County – Investment Lineup EnhancementsAfter the investment lineup enhancement, participants transferred only 0.06% of assets into the lineup’s fixed income category. This was proof participants were calm and resilient despite significant economic disruption due …, , July 28, 2021investments plan-administration plan-design-and-structure
Kentucky Public Employees' Deferred Compensation Authority - Investing in our Investors: KDC's 2021 Investment Redesign
Kentucky Public Employees’ Deferred Compensation Authority – Investing in our Investors: KDC’s 2021 Investment RedesignKDC had much pent up demand in the category of change for 2020. In the face of the pandemic, KDC took the opportunity of the shutdown to conduct a comprehensive …, , July 28, 2021investments plan-administration plan-design-and-structure
Illinois State Board of Investment (ISBI) - Supporting Retirement Savings - Participation, Contributions, and the Investment Menu
Illinois State Board of Investment (ISBI) – Supporting Retirement Savings – Participation, Contributions, and the Investment MenuAs pension benefits in the State of Illinois have evolved over the last decade, the role of the State of Illinois Deferred Compensation Plan (“”the Plan””) in supporting beneficiaries’ retirement …, , July 28, 2021investments plan-administration plan-design-and-structure
NYC Health + Hospitals - COVID-19 2020 Education & Communications
NYC Health + Hospitals – COVID-19 2020 Education & CommunicationsThis initiative showcased how Prudential and NYC Health + Hospitals were able to come together to work with the 40,000 healthcare workers personally affected by this pandemic to ease their …, , July 28, 2021communication education participant-engagement
Missouri State Employees' Retirement System (MOSERS) - Automatic Increase Holiday Savings Campaign
Missouri State Employees’ Retirement System (MOSERS) – Automatic Increase Holiday Savings CampaignThe State of Missouri Deferred Compensation Plan and the plan’s recordkeeper, MissionSquare Retirement (formerly ICMA-RC), created a holiday-themed savings campaign targeting state participants in the 457(b) plan. While the primary …, , July 28, 2021communication participant-engagement plan-features plan-design-and-structure
Employees Retirement System of Texas (ERS) - Summer Enrollment Campaign
Employees Retirement System of Texas (ERS) – Summer Enrollment CampaignKnowing State of Texas employees will only have about 50% of their pre-retirement income from their ERS retirement (defined benefit plan), Employees Retirement System of Texas (ERS) wanted to educate …, July 28, 2021communication participant-engagement
Anchorage School District- 403(b) and 457 Plans: Enrollment Campaign and Plan Enhancements
Anchorage School District- 403(b) and 457 Plans: Enrollment Campaign and Plan EnhancementsAnchorage School District (ASD) offers both a 403(b) and 457(b) plan to its employees. Despite taking several steps over the years to increase plan access and availability, both plans continued …, July 28, 2021communication participant-engagement
State of North Carolina - Enrollment Campaign
State of North Carolina – Enrollment CampaignThe N.C. Department of State Treasurer (DST) recognizes that enrollment in their supplemental retirement plans matters when it comes to retirement readiness. Our statistics show that: 71.79% of all active …, July 28, 2021nrsm participant-engagement
Metropolitan Transportation Authority - MTA Financial Wellness Challenge 2020
Metropolitan Transportation Authority – MTA Financial Wellness Challenge 2020As a global pandemic set in, MTA essential workers experienced a drastic change in the way they worked and lived. Additionally, COVID-19 caused many to think about their expectations and …, July 28, 2021nrsm participant-engagement
Commonwealth of Massachusetts - Virtual Road Trip to Retirement
Commonwealth of Massachusetts – Virtual Road Trip to RetirementIn October 2020, the Massachusetts 457 Deferred Compensation SMART Plan sought to educate participants about the benefits of the SMART Plan via weekly messaging throughout National Retirement Security Month (NRSM). …, July 28, 2021nrsm participant-engagement
City of Los Angeles – NRSM 2020 - LA's the Place!
City of Los Angeles – NRSM 2020 – LA’s the Place!On October 1, 2020, the City of Los Angeles Deferred Compensation Plan (DCP) staff, in partnership with their Third- Party Administrator (TPA), Voya, launched their annual campaign for National Retirement …, July 28, 2021nrsm participant-engagement
California State Teachers' Retirement System - CalSTRS Pension2 National Retirement Security Month Campaign
California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month CampaignCalSTRS operates seven Member Service Centers throughout the state of California. Prior to the pandemic, the Member Service Centers offered in-person, walk-in service, scheduled individual appointments, group educational seminars, and …, July 28, 2021nrsm participant-engagement
Virginia Retirement System - Virtual Pandemic Response
Virginia Retirement System – Virtual Pandemic ResponseIn 2020, the world was forever changed by the coronavirus pandemic. As COVID-19 quickly spread across the globe, states across the U.S. began implementing strategies to prepare and brace for …July 28, 2021participant-engagement
State of Hawaii - Island $avings Plan Virtual Benefits Fair
State of Hawaii – Island $avings Plan Virtual Benefits FairAt the height of the Governor’s announcement on the stay-at-home orders for State of Hawaii workers, planning of the spring Employees’ Benefits Fair had started the month prior and was …July 28, 2021participant-engagement
District of Columbia - DC Virtual Investment Fair
District of Columbia – DC Virtual Investment FairDistrict’s Office of Finance and Treasury and its Department of Human Resources hosted a virtual financial wellness investment fair to coincide with National Retirement Security Month.July 28, 2021participant-engagement
County of Los Angeles - Ready, Set, Communicate!
County of Los Angeles – Ready, Set, Communicate!In March 2020, the County responded to pandemic-imposed constraints adopting a Ready, Set, Communicate! approach to communication and education. This meant pivoting to a virtual engagement model with the goals …, July 28, 2021communication participant-engagement
Bay Area Rapid Transit (BART) - Retirement Plans COVID-19 Response
Bay Area Rapid Transit (BART) – Retirement Plans COVID-19 ResponseAs an essential public transportation system serving the San Francisco Bay Area, BART quickly realized the risk and impact of the deadly COVID-19 virus to its employees and business, as …July 28, 2021participant-engagement
2021 Leadership Award Winner Logo
2021 Leadership Award Winner LogoPackage contains – JPG color logo PNG color logo PNG white logo EPS color logoJuly 15, 2021exclude-from-resource-library
Trends and Considerations for ESG Investing in Governmental Defined Contribution Plans
Trends and Considerations for ESG Investing in Governmental Defined Contribution PlansJoin us for a discussion on Environmental, Social and Governance (ESG) investment trends and considerations for public DC plans. The panel discusses research, data, demographic trends, and implementation options for …, June 29, 2021investments plan-design-and-structure
Template Questionnaires - Evaluate views, practices, policies, and initiatives of investment management firms
Template Questionnaires – Evaluate views, practices, policies, and initiatives of investment management firmsNAGDCA has developed a series of template questionnaires for interested plan sponsors. Items covered are: Environmental, Social, and Governance (ESG) and Sustainability Practices Diversity, Equity, and Inclusion Cybersecurity and Data …, , , , , June 22, 2021cybersecurity participant-services plan-administration plan-design-and-structure plan-governance plan-services
SECURE 2.0 Summary for Public Plan Sponsors
SECURE 2.0 Summary for Public Plan SponsorsOn May 5, 2021, the House Ways and Means Committee unanimously approved H.R. 2954, the Securing a Strong Retirement Act. The bill is nicknamed “SECURE 2.0” because it builds upon …, June 4, 2021nagdca-government-affairs plan-design-and-structure
A Deeper Look at Asset Allocation: Plan Structure and Demography the Key to Effective Plan Design
A Deeper Look at Asset Allocation: Plan Structure and Demography the Key to Effective Plan DesignThe newest study from the PRRL reveals that the majority of participants in public defined contribution retirement plans favor three investment funds, despite access to a myriad of choices. “A Deeper …, May 20, 2021public-retirement-research-lab-prrl data
A Deep Dive into Public Sector Asset Allocation
A Deep Dive into Public Sector Asset AllocationHow can plan sponsors help participants make smart choices with their investments? Join us for a deep dive into asset allocation data from the PRRL database. During the webinar, we …, May 5, 2021public-retirement-research-lab-prrl data
DOL Issues Missing Participant Guidance
DOL Issues Missing Participant GuidanceOn January 12, 2021, the U.S. Department of Labor (“DOL”) issued three pieces of informational guidance concerning plan sponsor obligations regarding missing participants: (1) a “best practices” document1, (2) Compliance …May 5, 2021nagdca-government-affairs
The State of Public Sector DC Plans Study Snapshot
The State of Public Sector DC Plans Study SnapshotStudy Snapshot | Features findings from the Public Retirement Research Lab at year-end 2019: 2.3 million participants, $113.9 billion in assets, 213 DC plans., April 28, 2021public-retirement-research-lab-prrl data
DOL Cybersecurity Guidance - Key Takeaways for Plan Sponsors and Service Providers
DOL Cybersecurity Guidance – Key Takeaways for Plan Sponsors and Service ProvidersOn April 14, 2021, the Department of Labor’s Employee Benefits Security Administration issued three-part guidance on cybersecurity for plan sponsors and fiduciaries. The three topics addressed are “Tips for Hiring …, April 22, 2021cybersecurity nagdca-government-affairs plan-governance
The State of Public Sector DC Plans: A First Look at the PRRL Database
The State of Public Sector DC Plans: A First Look at the PRRL DatabaseReport reveals initial look at public sector DC plan account balances, contributions, loans, asset allocation; features inaugural presentation of plan data aggregated across record keepers., February 25, 2021public-retirement-research-lab-prrl data
A Closer Look at Federal Legislation to Improve Outcomes for 403(b) Plan Participants
A Closer Look at Federal Legislation to Improve Outcomes for 403(b) Plan ParticipantsJoin us for a conversation to explore the Public Service Retirement Fairness Act endorsed by NAGDCA which would amend IRC Section 403(b) to permit the inclusion of Collective Investment  Trusts …, , February 11, 2021investments nagdca-government-affairs plan-design-and-structure
The Current State of Public Defined Contribution Plans: Findings from the Public Retirement Research Lab
The Current State of Public Defined Contribution Plans: Findings from the Public Retirement Research LabThe PRRL database is the most extensive of its kind, containing participant- and plan level-data representing 213 457(b), 401(a), 403(b), 401(k) and other public DC plans of state, county, city …January 28, 2021public-retirement-research-lab-prrl data
2020 NAGDCA Annual Report
2020 NAGDCA Annual ReportThe 2020 Annual Report provides an overview of NAGDCA’s membership and activities throughout the year.December 9, 2020
Post-election Webinar: What’s Ahead for Public Sector DC Plans in 2021?
Post-election Webinar: What’s Ahead for Public Sector DC Plans in 2021?Our panel of speakers reflects on the recent election and the potential impact on public sector DC plans going forward. Senators Rob Portman (R-OH) and Ben Cardin (D-MD) also share …December 9, 2020nagdca-government-affairs
2020 Participant Engagement and Communications Survey Report
2020 Participant Engagement and Communications Survey ReportIn June and July 2020, NAGDCA conducted an online survey of state and local government members to gain insight into participant engagement strategies and initiatives of public sector defined contribution …, , , , December 7, 2020communication education participant-engagement data technology
Health, Wellness and Financial Security
Health, Wellness and Financial SecurityNAGDCA Connect – October 2020 | Today’s 65-year-old can expect to live another 20 years, according to the Social Security Administration. Similarly, the bottom 20% of older adults have no …, , , , October 26, 2020participant-engagement participant-services plan-administration plan-features plan-services plan-design-and-structure
PRRL - Impact of CARES Act Distribution Provisions on Public Sector DC Plans
PRRL – Impact of CARES Act Distribution Provisions on Public Sector DC PlansThis report contains key findings from the Public Retirement Research Lab’s (PRRL) August 2020 survey of recordkeepers aimed to explore the public sector DC plan response to CARES Act distribution …, October 20, 2020public-retirement-research-lab-prrl data
Retirement Income: Funding the encore
Retirement Income: Funding the encoreNAGDCA Connect – October 2020 | NAGDCA members work hard to help their participants save for retirement. However, what happens the day after retirement? While many plan sponsors may advocate …, , , October 19, 2020investments participant-services plan-design-and-structure plan-features
To catch a thief: Fraud and cybersecurity in a connected world
To catch a thief: Fraud and cybersecurity in a connected worldNAGDCA Connect – October 2020 | Hacking, breaches, viruses, ransomware – cybersecurity is scary. But what action can you take as a plan sponsor to both prevent attacks and respond …, October 14, 2020cybersecurity plan-governance
Seeking the Holy Grail – Holistic Financial Wellness
Seeking the Holy Grail – Holistic Financial WellnessNAGDCA Connect – October 2020 | COVID-19 has put a magnifying glass on a huge problem: the financial fragility of the American workforce. Prior to the pandemic, half of Americans …, , October 14, 2020participant-engagement plan-administration plan-design-and-structure
Auto Features: Set it and forget it?
Auto Features: Set it and forget it?NAGDCA Connect – October 2020 | Automatic enrollment is one of the most effective ways to increase participation in workplace retirement plans. Yet according to NAGDCA research, half of the …, October 14, 2020plan-design-and-structure plan-features
Talk is cheap: How to drive change through strategic communications
Talk is cheap: How to drive change through strategic communicationsNAGDCA Connect – October 2020 | All employees must understand their retirement plan options in order to effectively plan for their future, but successfully communicating with them remains a challenge …, October 12, 2020communication participant-engagement
Show me the money - a focus on fees
Show me the money – a focus on feesNAGDCA Connect – October 2020 | In recent years, government plan sponsors have been focused on fees – their correlation to service and impact on value. This is a positive …, , , October 7, 2020plan-administration plan-governance plan-services rfp
Practical Innovations – Easy Ways to Turbocharge Your Program
Practical Innovations – Easy Ways to Turbocharge Your ProgramNAGDCA Connect – October 2020 | Who knew stepping outside the box could be this easy? Join us for a conversation about practical ways to help your program shine. We’ll …, , , October 7, 2020participant-engagement plan-administration plan-design-and-structure plan-governance
At a crossroads: Health and Wealth
At a crossroads: Health and WealthNAGDCA Connect – October 2020 | Public sector retirement plans have a wide range of defined contribution plan structures and the differences between plan types can be confusing. Now, some …, , , October 7, 2020investments participant-services plan-administration plan-design-and-structure
The way forward: Why diversity and inclusion matters
The way forward: Why diversity and inclusion mattersNAGDCA Connect – October 2020 | Is retirement a demographically neutral event? As workforces evolve and have affinity groups, how can retirement topics reflect that change? How do we create …, , October 5, 2020participant-engagement plan-administration plan-governance
2020 Leadership Award Winners
2020 Leadership Award WinnersThis publication contains details about each of the 2020 Leadership Award winning projects and campaigns., , , September 10, 2020participant-engagement plan-administration plan-design-and-structure plan-governance
Guidance on Statement No. 97, New GASB Accounting Standard Impacting 457 Plans
Guidance on Statement No. 97, New GASB Accounting Standard Impacting 457 PlansRecently, the Governmental Accounting Standards Board (GASB) announced Statement No. 97, Certain Component Unit Criteria, and Accounting and Financial Reporting for Internal Revenue Code Section 457 Deferred Compensation Plans. The purpose of …August 12, 2020nagdca-government-affairs
City of Los Angeles Deferred Compensation Plan - The Best Plans are with your Friends
City of Los Angeles Deferred Compensation Plan – The Best Plans are with your FriendsWhat good is the best plan without your best friends? The City of Los Angeles’ (City) 2019 National Retirement Security Week campaign was entitled, “The Best Plans are with your …July 22, 2020nrsm
State of Hawaii & State of Vermont – Go Green
State of Hawaii & State of Vermont – Go GreenThe Island $avings Plan and State of Vermont Retirement Plan, two “green-minded” states, joined forces for a friendly challenge to find out which state has the “greener” retirement plan that …, July 22, 2020participant-engagement technology
Missouri State Employees Retirement System – Enhancing Participant Outreach Using Web 1-on-1s and Webinars
Missouri State Employees Retirement System – Enhancing Participant Outreach Using Web 1-on-1s and WebinarsThe State of Missouri Deferred Compensation Plan (or the MO Deferred Comp Plan) relies heavily on its six field staff (education specialists) to communicate with employees by providing education on …, July 22, 2020participant-engagement technology
Johnson County, Kansas – Expanding Wellness Incentive Program by Incorporating Financial Wellness
Johnson County, Kansas – Expanding Wellness Incentive Program by Incorporating Financial WellnessJohnson County’s “Your Wellness Matters” Program lowers the health care costs for County employees and spouses enrolled in the medical plan. Realizing the importance of the overall well-being of plan …, July 22, 2020participant-engagement technology
City of Austin – A Targeted Solution Encouraging Enrollment and Saving
City of Austin – A Targeted Solution Encouraging Enrollment and SavingThe City of Austin Deferred Compensation Plan Committee understands that for employees to reach their retirement income goals, it must start with enrolling in the deferred compensation plan. To capture …, July 22, 2020participant-engagement technology
State of North Carolina – Importance of Employer Contributions
State of North Carolina – Importance of Employer ContributionsOne of the North Carolina Department of State Treasurer’s (NC DST) primary missions is to help its public servants become “retirement ready.” For employers, offering our valuable, but optional, supplemental …, July 22, 2020plan-design-and-structure plan-features
County of San Bernardino – Automatic Enrollment Plan Design Enhancement
County of San Bernardino – Automatic Enrollment Plan Design EnhancementIn July 2019, the County of San Bernardino (the County) rolled out a pivotal automatic enrollment 457(b) Deferred Compensation Plan enhancement for current employees and new hires in eligible bargaining …, July 22, 2020plan-design-and-structure plan-features
Commonwealth of Massachusetts – SMART Plan Active Choice Enrollment Form with Auto-Increase Option
Commonwealth of Massachusetts – SMART Plan Active Choice Enrollment Form with Auto-Increase OptionThe Massachusetts 457 Deferred Compensation SMART Plan, in collaboration with the Massachusetts State Retirement Board, sought to increase participation and streamline enrollment through its SMART Plan Active Choice Enrollment Form. …, July 22, 2020plan-design-and-structure plan-features
State of Hawaii – Island $avings Plan’s Action-based Educational Program
State of Hawaii – Island $avings Plan’s Action-based Educational ProgramHow do you capture participants’ attention and make the communication meaningful to help them understand the importance of building retirement security? The Island $avings Plan determined that, to ensure employees …, , July 22, 2020communication education participant-engagement
Oregon Public Employees Retirement System (PERS) – Participant Education & Communication Campaign
Oregon Public Employees Retirement System (PERS) – Participant Education & Communication CampaignBeginning in January 2019, the PERS/OSGP marketing strategy focused on one overarching campaign that included financial awareness and retirement education, specifically for participants earlier in their careers. The campaign culminated …, July 22, 2020communication participant-engagement
Metropolitan Water District of Southern California – Save More, Do More Campaign
Metropolitan Water District of Southern California – Save More, Do More CampaignIn 2019, the Metropolitan Water District of Southern California (MWD) 401(k) and 457(b) Plans launched a multi-channel campaign designed to ensure that the message about the importance of savings rates …, July 22, 2020communication participant-engagement
Employees Retirement System of Texas – Level Up Your Retirement Campaign
Employees Retirement System of Texas – Level Up Your Retirement CampaignKnowing State of Texas employees will only have about 50% of their pre-retirement income from their ERS retirement (defined benefit plan), Employees Retirement System of Texas (ERS) wanted to educate …, July 22, 2020communication participant-engagement
County of San Diego – 2019 Sheriffs Retention Campaign
County of San Diego – 2019 Sheriffs Retention CampaignThe average monthly participant rollout from the County Deferred Compensation Program in 2018 and 2019 was $3.5 million, or close to $41 million per year. Included in this figure are …, July 22, 2020communication participant-engagement
Introduction to Public Sector Defined Contribution Plans
Introduction to Public Sector Defined Contribution PlansThis four-part publication is designed to help new plan sponsors, administrators, trustees, and/or board members decipher the characteristics and interplay between the various public sector plan types and provides practical …, , , July 8, 2020participant-engagement plan-administration plan-design-and-structure plan-governance
PRRL - Meaningful Differences in Public Employee Tenure by Geographic Region
PRRL – Meaningful Differences in Public Employee Tenure by Geographic RegionStudy Snapshot | A recent PRRL Research Study titled “Trends in Public-Sector Employee Tenure” found — based on data from the U.S. Census Bureau’s Current Population Survey (CPS) — that …, June 18, 2020public-retirement-research-lab-prrl data
Introducing the Public Retirement Research Lab: Defining the Future of Public Sector Retirement
Introducing the Public Retirement Research Lab: Defining the Future of Public Sector RetirementIn late 2019, we announced the creation of the Public Retirement Research Lab (PRRL), a collaborative effort with the Employee Benefit Research Institute (EBRI). The PRRL was created to produce …June 18, 2020public-retirement-research-lab-prrl data
PRRL - Long-Tenure Workers a Much Greater Force in Public-Sector Plans
PRRL – Long-Tenure Workers a Much Greater Force in Public-Sector PlansStudy Snapshot | Employee tenure is a critically important topic when it comes to designing retirement programs. In an Employee Benefit Research Institute (EBRI) report,1 data on employee tenure were …, May 21, 2020public-retirement-research-lab-prrl data
No Auto, Now What?
No Auto, Now What?In this webinar, we explore the current state of automatic enrollment in public sector retirement plans and learn how two 2019 NAGDCA Leadership Award winning plans and their industry partners …, , , , May 14, 2020communication participant-engagement plan-design-and-structure plan-features plan-services plan-administration
Techniques for Increasing Enrollment
Techniques for Increasing EnrollmentAn overview of successful enrollment initiatives from 2019 NAGDCA Leadership Award winners. While auto enrollment remains prohibited in most states, public plan sponsors are employing strategic techniques to increase enrollment …, , May 14, 2020communication education participant-engagement
PRRL- Trends in Public-Sector Employee Tenure Study Snapshot
PRRL- Trends in Public-Sector Employee Tenure Study SnapshotWe’re delighted to announce the first study from the Public Retirement Research Lab (PRRL). As reminder, the PRRL is our collaborative effort with EBRI to produce unbiased, actionable research aimed …, May 7, 2020public-retirement-research-lab-prrl data
Legislative Update
Legislative UpdateOur panel shared an update on NAGDCA’s 2020 legislative priorities, highlights from the CARES and SECURE Act, implementation information and data from Nationwide, and the potential impact of the GASB …, , April 30, 2020nagdca-government-affairs plan-administration plan-governance
Cybersecurity Considerations for Plan Sponsors
Cybersecurity Considerations for Plan SponsorsJoin DCIIA, NAGDCA and the SPARK Institute for an exclusive webinar. During this unprecedented and difficult time we think it is important to partner with our fellow organizations to share …, April 22, 2020cybersecurity plan-governance
A Conversation with Keith Overly, retired Executive Director of Ohio Deferred Compensation
A Conversation with Keith Overly, retired Executive Director of Ohio Deferred CompensationKeith Overly, recently retired from Ohio Deferred Compensation, shares his experience from over 17 years working in the public sector retirement industry. Overly discusses his background and the changes he’s …, April 20, 2020plan-administration plan-governance
NRSM Logo
NRSM LogoNational Retirement Security Month logo for use in promotional items. Each year NAGDCA works with members of Congress to pass a resolution supporting the goals and ideals of National Retirement …April 20, 2020nrsm
Investments and Communications in the Midst of COVID-19
Investments and Communications in the Midst of COVID-19The COVID-19 outbreak has created a perfect storm of risks and challenges for public sector plan sponsors. Markets are unpredictable, and many offices are now completely virtual. How can plan …, , April 9, 2020communication participant-engagement plan-governance
CARES Act Analysis
CARES Act AnalysisThe CARES Act is wide-ranging legislation aimed at partially alleviating the financial crisis brought on by the novel coronavirus (SARS-CoV-2) that causes COVID-19.  NAGDCA has developed a summary and brief …April 3, 2020nagdca-government-affairs
COVID-19 Resources
COVID-19 ResourcesAcross the country your friends and colleagues in NAGDCA are facing the same uncertainty and making similarly difficult decisions.  We are compiling your ideas, documents and resources on this web …, , , March 20, 2020participant-engagement plan-administration plan-design-and-structure plan-governance
2019 NAGDCA Annual Report
2019 NAGDCA Annual ReportThe 2019 Annual Report provides an overview of NAGDCA’s membership and activities throughout the year.January 31, 2020
Facing Down the Most Damaging Risks to Your Plan’s Reputation
Facing Down the Most Damaging Risks to Your Plan’s ReputationAs a public sector DC plan sponsor, what keeps you up at night? If you are like many sponsors, operational risk, a broad and complex category of potential exposures, will …, November 20, 2019fiduciary-responsibility plan-governance
NAGDCA 2019 Perspectives In Practice Survey Detailed Report
NAGDCA 2019 Perspectives In Practice Survey Detailed Report2019 NAGDCA Benchmarking Survey Report, November 13, 2019benchmarking-archives data
Retaining Retirees and Those Nearing Retirement
Retaining Retirees and Those Nearing RetirementParticipants have spent decades preparing for the much-anticipated day they can retire. As that day approaches, participants typically experience anxiety on how to navigate the decision-making process to ensure a …, , , September 11, 2019communication education participant-engagement plan-design-and-structure
Financial Wellness
Financial WellnessHistorically, wellness was comprised solely of physical health and plan sponsors focused on helping employees improve their physical numbers (i.e., blood pressure, glucose and cholesterol). Today, a more holistic approach …, , , September 11, 2019communication participant-engagement participant-services plan-design-and-structure
Asset Allocation Techniques during the Accumulation Phase
Asset Allocation Techniques during the Accumulation PhaseThe first question most participants have once they elect to defer to their retirement via a defined contribution plan is, “Where should I put my money?” Studies have shown that …, September 11, 2019investments plan-design-and-structure
Keynote Speaker - Dr. Shlomo Benartzi
Keynote Speaker – Dr. Shlomo BenartziThe Digital Fiduciary: Online Behavior and Retirement Success In this talk, acclaimed behavioral economist Shlomo Benartzi will reveal how we can apply the latest behavioral economics research to help participants …, September 10, 2019participant-engagement technology
Fiduciary Diligence, Best Practices, Lawsuits and Lessons Learned
Fiduciary Diligence, Best Practices, Lawsuits and Lessons LearnedIt is essential for plan sponsors to understand their fiduciary duties in the context of our industry’s current landscape, including the potential for conflicts of interest, to achieve the best …, , , September 10, 2019fiduciary-responsibility plan-administration plan-governance plan-services
Cyber Security
Cyber SecurityCyber security is simultaneously one of the most pressing, and most confusing, topics in the defined contribution industry. Record keepers and asset managers must confront a global landscape of current …, September 9, 2019cybersecurity plan-governance
Leveraging Technology and Participant Tools
Leveraging Technology and Participant ToolsNew technology continues to alter everything in our lives, including how participants track and manage their portfolios. As we age and the pace of our lives change, enhanced tools may …, , September 9, 2019participant-engagement participant-services technology plan-design-and-structure
How DB Plan Pressures Impact DC Plans
How DB Plan Pressures Impact DC PlansFor many, a key benefit of working in the public sector is the availability of a defined benefit plan that provides guaranteed monthly income in retirement. Across the country, many …, September 9, 2019plan-administration plan-design-and-structure
Fees and the RFP Process
Fees and the RFP ProcessThe formal Request for Proposal (RFP) process can be a cumbersome and lengthy process that many plan sponsors dread, but it is an essential best practice for plan fiduciaries to …, , September 9, 2019plan-administration plan-services rfp
Successful Communication Campaigns
Successful Communication CampaignsThe concept of retirement can be difficult for many participants to conceptualize because it is not a part of their immediate future. High competition for a participant’s attention and the …, September 9, 2019communication participant-engagement
Role of Fixed Income Investments in a Portfolio
Role of Fixed Income Investments in a PortfolioFixed income investments can play several key roles in a portfolio from minimizing market volatility to creating income in retirement. The industry continues to focus on solving the decumulation phase …, September 9, 2019investments plan-design-and-structure
Equity Investment Options
Equity Investment OptionsEquities can play a pivotal role in the long-term success of a retirement plan. This session will discuss what asset classes to include in a core lineup along with a …, September 9, 2019investments plan-design-and-structure
Keynote Speaker - Matt Johnson, The Impossible Company
Keynote Speaker – Matt Johnson, The Impossible CompanyThe Impossible Dream: How Storytelling Transforms Us In this keynote, Matt reveals the transformative power of story. Leveraging his experience as a published author and corporate storyteller, Matt explains how …, September 9, 2019communication participant-engagement
Board/Committee Membership, Governance & Best Practices
Board/Committee Membership, Governance & Best PracticesProper plan oversight and operation is essential in maintaining governance on a governmental defined contribution plan. The most common form of plan governance involves the creation of a specialized board …, , September 8, 2019board-members fiduciary-responsibility plan-governance
Intro to DC Plans
Intro to DC PlansLearn about the primary concepts related to achieving successful outcomes in a defined contribution plan. This session may be particularly beneficial to government or industry professionals new to working with …, , , September 8, 2019participant-engagement plan-administration plan-design-and-structure plan-governance
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of New Hampshire – National Retirement Security MonthStarting October 1 through October 31, 2018, the New Hampshire Deferred Compensation Plan recognized National Retirement Security Week (NRSW) as a month-long event to educate and inform participants about getting …August 7, 2019nrsm
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of Hawaii – Maui Employee Benefits Fair Celebrates National Retirement Security WeekThe Island $avings Plan held an employee benefits fair to celebrate and promote National Retirement Security Week (NRSW) (October 21–27, 2018) for Maui State and County Employees on October 23, …August 7, 2019nrsm
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Oregon Public Employees Retirement System (PERS) – Explore Your Financial Future – PERS/OSGP Expo ’18The Oregon Public Employees Retirement System (PERS) and the Oregon Savings Growth Plan (OSGP) are two retirement plan benefits provided by the State of Oregon for its employees. PERS serves …August 7, 2019nrsm
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
ERS of Texas – Texa$aver Get Financially Fit National Retirement Security Month CampaignIn October 2018, ERS wanted to educate and inform participants about the benefits of the Texa$aver 401(k) / 457 Program during National Retirement Security Week. In order to reach as …August 7, 2019nrsm
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
City of Los Angeles Deferred Compensation Plan – NRSW “Name That Year!”National Retirement Security Week is a perfect opportunity to engage all of the City’s 45,000 plus employees who are eligible or already participating in the City’s Deferred Compensation Plan (Plan). …August 7, 2019nrsm
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Virginia Retirement System – Hybrid 457 Deferred Compensation Plan Voluntary Contribution Savings InitiativeIn 2018, the Virginia Retirement System (VRS) successfully promoted the importance of saving more for retirement to Hybrid Retirement Plan members through the launch of four initiatives; GoHybrid, Enhanced Active …, August 7, 2019participant-engagement technology
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of California Savings Plus – One Minute Video Multichannel CampaignSavings Plus produced five “One Minute Videos” that generated over 10,028 interactions and 48,570 social impressions. This equates to approximately $446,400 in annual increased assets and a reduction of over …, , August 7, 2019communication participant-engagement technology
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Ohio Deferred Compensation – Crowdsourcing for Website DesignOne of Ohio Deferred Compensation’s unique aspects is its internally managed recordkeeping system, rather than the more common practice of outsourcing this function to a service provider. Over the past …, August 7, 2019participant-engagement technology
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Nassau County Deferred Compensation Plan – Web Registration and Financial Wellness Online Platform UpgradeAccording to a 2016 PWC Employee Financial Wellness survey, 78% of Human Resources professionals say financial issues impact employees’ performance. And 28% of employees say financial stress affects their health. …, August 7, 2019participant-engagement technology
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
City of Austin – Automated Emails and Digital Enroll CampaignKnowing their participants and employees prefer digital forms of communication, the City of Austin Deferred Compensation Committee, in partnership with Empower Retirement, is focusing on technological and digital solutions to …, , August 7, 2019communication participant-engagement technology
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Wyoming Retirement System – Deemed IRAThe Wyoming Retirement System had known of the benefits of adding a deemed IRA to its 457 Plan for several years, and formally discussed it as early as 2013. There …, August 7, 2019investments plan-design-and-structure
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of North Carolina – GoalMaker 2.0 Implementation & Investment ChangesPlan design changes are a fact of life. Yet launching an enhanced investment lineup in tandem with revamping and expanding a custom asset allocation program while enhancing its glidepath—that ultimately …, August 7, 2019investments plan-design-and-structure
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
San Mateo County – Automatic Enrollment & Auto-Escalate to Boost Savings RatesIn 2016, San Mateo County implemented a provision to automatically enroll new hires at a 1% deferral rate. As a result of this effort, the County witnessed participation rates increase …, August 7, 2019plan-design-and-structure plan-features
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
New York State Deferred Compensation Plan – Online Enrollment Solution LaunchAs the nation’s largest deferred compensation plan, the complexity of having more than 1,900 participating employers and individual pay centers is unique when fitting this structure into a linear technology …, August 7, 2019participant-services plan-design-and-structure
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
MOSERS – Transitioning Education Specialists to MOSERS EmployeesIn July 2017, the State of Missouri Deferred Compensation Plan transitioned six field representative positions, otherwise known as education specialists, from the record keeper to MOSERS employees. This transition helped …, , August 7, 2019participant-services plan-design-and-structure plan-services plan-administration
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of Alaska – Putting Alaskans on the path to financial readiness: winning the game of retirementThe State of Alaska’s strategic focus on helping their employees understand the importance of planning for their future and winning the game of retirement has made a marked difference in …, , August 7, 2019communication education participant-engagement
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Southeastern Pennsylvania Transportation Authority (SEPTA) – Transition CampaignThe Southeastern Pennsylvania Transportation Authority (SEPTA) provides public transit services to Bucks, Chester, Delaware, Montgomery and Philadelphia counties. SEPTA transitioned their 457(b) Plan to Prudential Retirement effective August 3, 2018. …, , , , August 7, 2019communication education participant-engagement participant-services plan-services plan-design-and-structure plan-administration
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
NYC Health + Hospitals – Enrollment CampaignThis multimedia campaign was developed to increase participation in the TDA Program. Leveraging clean graphics and landmark New York City photos, we encouraged various groups of employees to enroll in …, , August 7, 2019communication education participant-engagement
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
ERS of Texas – Texa$aver Two-Step CampaignWhen ERS wanted to educate and inform eligible state employees and current participants about the benefits of the Texa$aver 401(k) / 457 Program during their summer enrollment period, they required …, , August 7, 2019communication education participant-engagement
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
City of Milwaukee – 2018 Healthy Rewards ProgramDuring 2018, the City of Milwaukee included the Deferred Compensation Plan and Voya Financial as part of its financial wellness component of our Healthy Rewards Program (the City’s incentive-based wellness …, , , August 7, 2019communication education participant-engagement participant-services plan-design-and-structure
Goals, Data, and Improving Participant Outcomes
Goals, Data, and Improving Participant OutcomesPresenter Daniel Powell, Senior Personnel Analyst with the City of Los Angeles shares methods for using goals and data-driven processes to drive improved retirement outcomes for defined contribution plan participants. …, , July 10, 2019participant-engagement participant-services technology plan-design-and-structure
Data-Driven Communication Strategies
Data-Driven Communication StrategiesPresenter Jeff Hutson, Chief Communication Officer of Indiana Public Retirement System, shares an overview of a standard communication process and strategies for incorporating research. Jeff provides practical methods and examples …, , April 10, 2019communication participant-engagement technology
Automatic Enrollment Map
Automatic Enrollment MapThe purpose of the NAGDCA Automatic Enrollment Map is to cut through the fog and present the full national picture of state laws affecting public sector automatic enrollment. This tool describes …, January 4, 2019plan-design-and-structure plan-features
2018 NAGDCA Annual Report
2018 NAGDCA Annual ReportNAGDCA’s Annual Association Report provides an overview of 2018 membership and activities.December 19, 2018
Ignite NAGDCA 2018
Ignite NAGDCA 2018This session featured a series of rapid-fire presentations from representatives of many of the conference session panels. The 5-minute presentations provided a quick overview and highlighted the key takeaways of …, , , September 26, 2018participant-engagement plan-administration plan-design-and-structure plan-governance
Keynote Speaker - Punam Keller, Tuck School of Business at Dartmouth
Keynote Speaker – Punam Keller, Tuck School of Business at DartmouthFeelings and Choice Our inability or reluctance to make very important and inevitable financial decisions is shocking, especially when no one else can make such decisions for us. Conventional wisdom …September 26, 2018participant-engagement
Success by Design: Innovation in Investment Lineups and Plan Design
Success by Design: Innovation in Investment Lineups and Plan DesignInvestment lineups and plan design are two critical parts of a successful government DC plan program. These two facets must work together in order to help participants make the right …, , September 25, 2018investments plan-design-and-structure plan-features
Holistic Retirement: Money, Purpose, Health
Holistic Retirement: Money, Purpose, HealthThere is more to a happy retirement than just the retirement party and leisure activities. We spend decades planning for the day we retire. Participants have thought little about what …, September 25, 2018participant-engagement plan-design-and-structure
Best Practices & Lessons Learned from Private Sector Defined Contribution Plans
Best Practices & Lessons Learned from Private Sector Defined Contribution PlansAlthough governmental defined contribution plans are not subject to the rules of the Employee Retirement Income Security Act of 1974 (ERISA), many such plans use ERISA rules as a best …, , September 25, 2018plan-administration plan-design-and-structure plan-governance
Generational Education & Communication
Generational Education & CommunicationWhy is it beneficial to provide specialized education to different age-cohorts or generations of employees – from Millennials to Gen-X to Boomers? Varying generations of employees may comprehend messaging regarding …, , September 25, 2018communication education participant-engagement
Keynote Speaker - Gary DeMoss, Invesco Consulting
Keynote Speaker – Gary DeMoss, Invesco ConsultingReDefined Contribution Plans: Engaging Participants with Clarity How can you help participants make better decisions? Choose your words carefully. From fees to target date funds, this session will explore commonly …, , September 25, 2018communication participant-engagement technology
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s Threats
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s ThreatsCyber-attacks are an ever-present danger in our modern age, but how prepared are plan sponsors to deal with the current, and future, threat environment? Our diverse panel of experts will …, September 24, 2018cybersecurity plan-governance
Winning Enrollment Techniques and Challenges
Winning Enrollment Techniques and ChallengesIs the size of your eligible and not participating population a concern in your supplemental retirement savings plan? No automatic enrollment feature? Do you have automatic enrollment and are you …, , , , September 24, 2018communication participant-engagement plan-design-and-structure plan-features technology
Identifying & Solving for Retirement Income - What to do with that retirement nest egg...
Identifying & Solving for Retirement Income – What to do with that retirement nest egg…Defined contribution plan sponsors have developed many strategies for helping participants accumulate sufficient assets for retirement. But what about spending in retirement? Arguably, plan participants may need even more help …, , September 24, 2018participant-engagement participant-services plan-design-and-structure
ESG - Environmental, Social and Governance Investment Criteria
ESG – Environmental, Social and Governance Investment CriteriaToday it appears that ESG investing is here to stay and that it will be a focus for many years to come. The rationale behind ESG investing is not in …, September 24, 2018investments plan-design-and-structure
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s Threats
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s ThreatsCyber-attacks are an ever-present danger in our modern age, but how prepared are plan sponsors to deal with the current, and future, threat environment? Our diverse panel of experts will …September 24, 2018cybersecurity plan-governance
Intro to DC Plans
Intro to DC PlansThis program focuses on the primary concepts related to achieving successful outcomes in a defined contribution plan. It may be particularly beneficial to government or industry professionals new to working …, , , September 23, 2018participant-engagement plan-administration plan-design-and-structure plan-governance
NAGDCA 2018 Perspectives In Practice Survey Summary Report
NAGDCA 2018 Perspectives In Practice Survey Summary Report2018 NAGDCA Benchmarking Survey Summary Report, August 13, 2018benchmarking-archives data
Graduate from Your Student Loans
Graduate from Your Student LoansThis four page publication developed for participants by the 2018 NAGDCA Participant Engagement Committee outlines the basics of student loan repayment options and the price of deferring retirement contributions., August 10, 2018communication participant-engagement
Reaching Retirement Readiness
Reaching Retirement ReadinessThis four page publication developed for participants by the 2018 NAGDCA Participant Engagement Committee outlines the basic steps to building a retirement readiness plan., August 8, 2018communication participant-engagement
Measuring Success/Benchmarking
Measuring Success/BenchmarkingNAGDCA’s first webinar of 2018 covers the topic of measuring success through benchmarking. The speakers discuss the importance of benchmarking data and the uses of data for both industry providers …, , March 22, 2018participant-engagement plan-administration plan-design-and-structure
2017 NAGDCA Annual Report
2017 NAGDCA Annual ReportNAGDCA’s Annual Association Report provides an overview of 2017 membership and activities.September 29, 2017
Successful Strategy for Effective Marketing Initiatives
Successful Strategy for Effective Marketing InitiativesWith better engagement strategies, plans will note increased participation, higher contribution rates, and decreased expense to participants based on economies of scale and lower expense ratios on investment products. This …, September 13, 2017communication participant-engagement
NAGDCA 2017 Perspectives In Practice Detailed Report
NAGDCA 2017 Perspectives In Practice Detailed Report2017 NAGDCA Benchmarking Survey Report, August 13, 2017benchmarking-archives data
Cybersecurity: Are Public DC Plans At Risk?
Cybersecurity: Are Public DC Plans At Risk?Defined contribution plan participants face an ever-evolving, ever-changing landscape of cyber related threats due to the multiple layers of personally identifiable information (PII) being shared between plan sponsors, recordkeepers, and …June 12, 2017cybersecurity plan-governance
IRS Audits
IRS AuditsThis white paper explores how employers can prepare for an IRS Audit of their 403(b) and/ or 457(b) Plan, potential areas of focus during an IRS examination, and best practices …September 12, 2016plan-administration
NAGDCA 2016 Perspectives In Practice Detailed Report
NAGDCA 2016 Perspectives In Practice Detailed Report2016 NAGDCA Benchmarking Survey Report, August 19, 2016benchmarking-archives data
Fiduciary Responsibility Brochure & Checklist
Fiduciary Responsibility Brochure & ChecklistNAGDCA created this Fiduciary Responsibility Brochure to guide you, a fiduciary of a governmental participant directed DC plan, through the basic fiduciary responsibilities imposed upon plan sponsors. It provides a …, August 12, 2016fiduciary-responsibility plan-governance
NRSW - Your Whole Story Campaign Materials
NRSW – Your Whole Story Campaign MaterialsIn 2016, NAGDCA engaged NARPP to develop a communications theme and campaign to be used by plan sponsors for National Retirement Security Week. Information about the campaign and all campaign …July 16, 2016nrsm
Using Auto-Enroll to Improve Participant Outcomes
Using Auto-Enroll to Improve Participant OutcomesEmployees tend to look for guidance from their employer when it comes to employee benefits. Employers can set an important precedent by offering an automatic enrollment arrangement and impressing upon …, , June 12, 2016participant-engagement plan-design-and-structure plan-features
Plan Transition Best Practices Guide
Plan Transition Best Practices GuideThis “Best Practices Guide – Plan Transition” publication is one in a series of guides designed as a resource for state and local government administrators of defined contribution plans. Our …, , July 23, 2014plan-administration plan-services rfp
Plan Sponsor Education Best Practices Guide
Plan Sponsor Education Best Practices GuideThis “Best Practices Guide – Plan Sponsor Education” publication is one in a series of guides designed as a resource for state and local government administrators of defined contribution plans. …September 23, 2013plan-administration
Participant Engagement Best Practices Guide
Participant Engagement Best Practices GuideThis “Best Practices Guide – Participant Engagement” publication is one in a series of guides designed as a resource for state and local government administrators of defined contribution plans. Our …, , , September 23, 2013communication education participant-engagement technology
Plan Design Best Practices Guide
Plan Design Best Practices GuideThis “Best Practices Guide – Plan Design” publication is one in a series of guides designed as a resource for state and local government administrators of defined contribution plans. Our …, , , September 23, 2013investments participant-services plan-design-and-structure plan-features
Plan Governance Best Practices Guide
Plan Governance Best Practices GuideThis “Best Practices Guide – Plan Governance” publication is one in a series of guides designed as a resource for state and local government administrators of defined contribution plans. Our …, , , September 23, 2013board-members cybersecurity fiduciary-responsibility plan-governance
Plan Administration Best Practices Guide
Plan Administration Best Practices GuideThis “Best Practices Guide – Plan Administration” publication is the first in a series of guides designed as a resource for state and local government administrators of defined contribution plans. …, , September 23, 2013plan-administration plan-services rfp
Fiduciary Checklist
Fiduciary ChecklistThis checklist has been prepared to identify the 35 key steps that fiduciaries should follow to meet their fiduciary obligations to the retirement plan and its participants., December 12, 2006fiduciary-responsibility plan-governance