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Fees Guide: Self-Directed Brokerage in Retirement Plans – Fiduciary Considerations Brokerage windows have been made available in retirement plans for decades. Notwithstanding their long history, plan fiduciaries often ask whether adding a brokerage window to their plan will increase or … Plan Administration, Plan Design, Plan Governance August 27, 2024 plan-administration plan-design-and-structure plan-governance 
A Longitudinal Analysis of Consistent Participants in the PRRL Database 2019–2021 Explore the comprehensive analysis of public-sector retirement savings with PRRL’s latest study. This study tracks the retirement plan behaviors of 1.1 million participants over a three-year period, offering key insights … Public Retirement Research Lab (PRRL), Survey Data Reports August 6, 2024 public-retirement-research-lab-prrl data 
NYC Health + Hospitals – Register your Account Campaign This project focused on the safety & security of our participants accounts in the NYC Health + Hospitals TDA Program: 403(b) Plan. Our campaign consistently reminded individuals of the importance … Cybersecurity, Participant Engagement, Plan Governance, Technology July 25, 2024 cybersecurity participant-engagement plan-governance technology 
Nevada Public Employees’ Deferred Compensation Program – Creating Cybersecurity Awareness The Nevada Deferred Compensation (NDC) Program, as part of the State of Nevada Department of Administration, is committed to help create a personal financial wellness plan for all State employees … Cybersecurity, Participant Engagement, Plan Governance, Technology July 25, 2024 cybersecurity participant-engagement plan-governance technology 
City of Portland – Toss the paper! The effects of paperless processing for Plans and participants The City of Portland made the decision to enhance the employee and participant experience by adopting online capabilities and functionality to increase employee participation and engagement in the Plan, improve … Cybersecurity, Participant Engagement, Plan Governance, Technology July 25, 2024 cybersecurity participant-engagement plan-governance technology 
Washington State DRS – Roth Implementation Washington State Department of Retirement Systems (DRS) administers one of the most complex public retirement systems in the country, comprising of fifteen plans across eight individual retirement systems. DRS’ deferred … Plan Administration, Plan Design July 25, 2024 plan-administration plan-design-and-structure 
State University of New York (SUNY) – SUNY Campus Dashboard The SUNY Campus Dashboard is an innovative tool designed to enhance retirement outcomes across SUNY’s diverse network of campuses. Developed by CAPTRUST, this dashboard aggregates and analyzes data from multiple … Plan Design July 25, 2024 plan-design-and-structure 
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) – Catch the Match The State of Maryland reinstated and funded the Match bill for State employees currently contributing to their supplemental retirement plans. Thrilled with the approval, we established a Match program, created, … Plan Design July 25, 2024 plan-design-and-structure 
State of Indiana – Hoosier START Beneficiary Campaign In 2023, Hoosier START conducted a review of plan metrics and discovered many participants lacked a designated beneficiary. To address this, a campaign was launched to raise awareness about beneficiary … Participant Engagement July 25, 2024 participant-engagement 
State of California Savings Plus – 2023 Participants Save Campaign Inflation and cost of living hit State of California residents hard in 2022. California Savings Plus noticed a significant influx of participants decreasing or stopping contributions to their plans. To … Participant Engagement July 25, 2024 participant-engagement 
Ohio Deferred Compensation – 2023 Enhanced Webinar Education Campaign Since the onset of the pandemic, Ohio DC noticed a decline in group meeting attendance. With decentralized work locations, fewer employees participated in workplace meetings, impacting Ohio DC’s field representatives … Participant Engagement July 25, 2024 participant-engagement 
District of Columbia – 2023 Financial Wellness Challenge In collaboration with the MissionSquare Retirement client and plan sponsor, District of Columbia (DCHR), MissionSquare Marketing was tasked with creating a marketing plan to help enhance the FWC DC employee … Participant Engagement July 25, 2024 participant-engagement 
City of Anaheim – 2023 CFP® Retention Campaign To be more innovative and attractive to participants, MissionSquare used the theme of music through the decades and “Getting in Tune With Retirement” as the concept for the communications strategy. … Participant Engagement July 25, 2024 participant-engagement State of California Savings Plus – 2023 Virtual Adventure Center Over the last few years, the economic landscape has been rocky for many Americans. Because participants’ financial situation can have a significant impact on their mental health and stress levels, … Participant Engagement, Plan Design July 25, 2024 participant-engagement plan-design-and-structure 
City of Milwaukee – 2023 Milwaukee Fire Department Outreach Since 2016, the City of Milwaukee has had automatic enrollment for new hires and an annual re-enrollment program where employees must opt out each year if they do not want … Participant Engagement, Plan Design July 25, 2024 participant-engagement plan-design-and-structure 
City and County of Honolulu – Deferred Compensation Plan Health & Wealth Fair The City and County of Honolulu Deferred Compensation Plan is a 457(b) plan established July 1, 1979, and is available to eligible employees of the City and County of Honolulu. … Participant Engagement, Plan Design July 25, 2024 participant-engagement plan-design-and-structure 
State of Missouri Deferred Compensation Plan – Retirement Security. It Starts With You. Campaign For the last several years during National Retirement Security Month (NRSM), the MO Deferred Comp Plan has created fun, informative campaigns to educate participants on saving for retirement and all … National Retirement Security Month July 25, 2024 nrsm 
New York State Deferred Compensation Plan (NYSDCP) – 2023 National Retirement Security Month Campaign In 2023, State of New York employees were still feeling pressure from the previous years’ economic conditions. High inflation in 2022 placed increased strain on their finances and ability to … National Retirement Security Month July 25, 2024 nrsm 
City of Los Angeles – Deferred Compensation Plan City Fair – National Retirement Security Month 2023 On October 1, 2023, DCP staff and its Third-Party Administrator (TPA), Voya, launched their annual campaign for National Retirement Security Month (NRSM). The campaign’s key goals were to drive participation … National Retirement Security Month July 25, 2024 nrsm 
Fees Guide: General Accounts and Their Impacts on Defined Contribution Retirement Plan Fees – A Comprehensive Guide In this article, we unravel the mysteries of investment products offered through an insurance company’s General Account by explaining what these investment products are, how they operate, and how they … Plan Administration, Plan Design, Plan Governance June 18, 2024 plan-administration plan-design-and-structure plan-governance 
Legislative Update | Spring 2024 Join NAGDCA and Groom Law Group for an exclusive recap of the Executive Board’s recent Hill Visits, hear updates on the state of SECURE 2.0 implementation guidance, and learn about … NAGDCA Government Affairs, SECURE 2.0 May 24, 2024 nagdca-government-affairs secure-2-0 
Fees Guide: Float Income in Retirement Plans – A Comprehensive Guide In this one-pager, we delve into the concept of float income, its generation, and considerations. In recent times, float income has gained prominence due to the prevailing high (and rising) … Plan Administration, Plan Design, Plan Governance April 1, 2024 plan-administration plan-design-and-structure plan-governance 
Fast Fact | SECURE 2.0 Act: Catch-up Contributions In this Fast Fact, the Public Retirement Research Lab Database is used to assess the impact of this provision on public-sector retirement plan participants. Public Retirement Research Lab (PRRL), SECURE 2.0, Survey Data Reports March 7, 2024 public-retirement-research-lab-prrl secure-2-0 data 
2022 NAGDCA/EBRI Public Retirement Research Lab (PRRL) Report Industry 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 … Public Retirement Research Lab (PRRL), Survey Data Reports February 12, 2024 public-retirement-research-lab-prrl data 
Recruitment, Retention, and Total Employee Wellbeing The 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 … Participant Engagement, Participant Services, Plan Administration, Plan Design November 14, 2023 participant-engagement participant-services plan-administration plan-design-and-structure NAGDCA Award Case Studies – Targeted Messaging Presented 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 … Communication, Participant Engagement November 14, 2023 communication participant-engagement The Generational Divide in Public Retirement Plans – Savings, Spending, and Retirement Income Since 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 … Investment Menu, Participant Engagement, Plan Design November 14, 2023 investments participant-engagement plan-design-and-structure Building a Plan for Those Who Need It Most Public 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 … Participant Engagement, Plan Administration, Plan Design November 14, 2023 participant-engagement plan-administration plan-design-and-structure Solutions to Fiduciary Challenges Fiduciary 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 … Fiduciary Responsibility, Plan Administration, Plan Governance November 14, 2023 fiduciary-responsibility plan-administration plan-governance Washington Update Join 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 … NAGDCA Government Affairs, SECURE 2.0 November 14, 2023 nagdca-government-affairs secure-2-0 Communicating Complex Plans Public 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 … Communication, Participant Engagement, Plan Design November 14, 2023 communication participant-engagement plan-design-and-structure Insights from the NAGDCA Fees Task Force In 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 … Plan Administration, Plan Design November 14, 2023 plan-administration plan-design-and-structure Investments in an Uncertain World Given 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 … Education, Investment Menu, Participant Engagement, Plan Design November 14, 2023 education investments participant-engagement plan-design-and-structure RFP Best Practices for Governmental Plan Sponsors As 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 … Plan Administration, RFPs November 14, 2023 plan-administration rfp NAGDCA Award Case Studies – Financial Wellness Presented 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. Participant Engagement, Plan Design November 14, 2023 participant-engagement plan-design-and-structure Managing Complexities in Higher Education Plans: Lessons for All Learn 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 … Plan Administration, Plan Design November 14, 2023 plan-administration plan-design-and-structure NAGDCA Award Case Studies – Vendor Consolidation and Investment Menu Enhancement Presented 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. Investment Menu, Participant Services, Plan Administration, Plan Design, Plan Services November 14, 2023 investments participant-services plan-administration plan-design-and-structure plan-services Economic Outlook Will 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 … Plan Administration, Plan Design November 14, 2023 plan-administration plan-design-and-structure Building Successful Board and Staff Relationships Successful 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 … Board/Committee Members, Fiduciary Responsibility, Plan Governance November 14, 2023 board-members fiduciary-responsibility plan-governance 
Fast Fact | SECURE 2.0 Act Low-Balance Distribution Limit Changes: A Look By Age and Tenure This 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 … Public Retirement Research Lab (PRRL), Survey Data Reports November 2, 2023 public-retirement-research-lab-prrl data 
A Gender Lens on Public-Sector DC Savings Behaviors In 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 … Public Retirement Research Lab (PRRL), Survey Data Reports October 25, 2023 public-retirement-research-lab-prrl data 
The State of Public Sector DC Plans: 2021 The 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 … Public Retirement Research Lab (PRRL), Survey Data Reports October 3, 2023 public-retirement-research-lab-prrl data 
Fees Guide: Recordkeeping Cost Drivers and Their Impact on Plan Expenses The goal of the assessment is to highlight key drivers of recordkeeping fees. Plan characteristics can lead to vastly different fees and structures for plans with similar baseline demographics, such … Plan Administration, Plan Design, Plan Governance September 26, 2023 plan-administration plan-design-and-structure plan-governance 
Fees Guide: An overview of public sector retirement plan fee types and structures The 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 … Plan Administration, Plan Design, Plan Governance September 26, 2023 plan-administration plan-design-and-structure plan-governance 
SECURE 2.0 | Roth Catch Up Guidance Join 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 … NAGDCA Government Affairs, SECURE 2.0 August 31, 2023 nagdca-government-affairs secure-2-0 
North Carolina Department of State Treasurer – myNCRetirement Journey DST 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 … National Retirement Security Month August 1, 2023 nrsm 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 … National Retirement Security Month August 1, 2023 nrsm 
Gwinnett County Government – Picture Your Future The 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 … National Retirement Security Month August 1, 2023 nrsm 
County of Los Angeles – Road Trip to Retirement There’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. … National Retirement Security Month August 1, 2023 nrsm 
City of Los Angeles Deferred Compensation Plan – Foodies and Finance In 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 … National Retirement Security Month August 1, 2023 nrsm 
2023 Leadership Award Winner Logo Package contains – JPG color logo PNG color logo EPS color and white logos Exclude from Resource Library August 1, 2023 exclude-from-resource-library Using Auto Features to Close Savings and Participation Gaps Learn 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 … Participant Engagement, Plan Design, Plan Features July 20, 2023 participant-engagement plan-design-and-structure plan-features 
Quantifying the Effects of Pension Reform on Public Employee Benefits The 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 … Participant Engagement, Plan Administration, Plan Design April 26, 2023 participant-engagement plan-administration plan-design-and-structure 
PRRL – Trends in Public-Sector Employee Tenure, 2000-2022 In 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 … Public Retirement Research Lab (PRRL) March 29, 2023 public-retirement-research-lab-prrl data SECURE 2.0 – Emergency Savings Provisions Join 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 … NAGDCA Government Affairs, Plan Administration, Plan Governance, SECURE 2.0 March 15, 2023 nagdca-government-affairs plan-administration plan-governance secure-2-0 SECURE 2.0 – Catch-Up Provisions Join 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 … NAGDCA Government Affairs, Plan Administration, Plan Governance, SECURE 2.0 February 21, 2023 nagdca-government-affairs plan-administration plan-governance secure-2-0 SECURE 2.0 Summary for Governmental Plans NAGDCA’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. NAGDCA Government Affairs, SECURE 2.0 January 19, 2023 nagdca-government-affairs secure-2-0 SECURE 2.0 – Overview for Public Plan Sponsors On 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 … NAGDCA Government Affairs, Plan Administration, Plan Governance, SECURE 2.0 January 11, 2023 nagdca-government-affairs plan-administration plan-governance secure-2-0 
Practical Resources for Plan Improvement With 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 … Participant Engagement, Plan Administration, Plan Design January 1, 2023 participant-engagement plan-administration plan-design-and-structure How to Successfully Communicate Plan Fees Plan 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 … Communication, Participant Engagement, Plan Administration January 1, 2023 communication participant-engagement plan-administration 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 … Education, Investment Menu, Participant Engagement, Plan Design January 1, 2023 education investments participant-engagement plan-design-and-structure Participant Engagement Trends in a Hybrid Environment Communication 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 … Communication, Participant Engagement, Plan Administration, Technology January 1, 2023 communication participant-engagement plan-administration technology The Great Resignation: Attracting, Retaining and Valuing Public Sector Talent Since 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 … Participant Engagement, Plan Administration, Plan Design January 1, 2023 participant-engagement plan-administration plan-design-and-structure Protecting Participant Data – Safeguarding Against Fraud and Breaches Fraud 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 … Plan Administration, Plan Governance January 1, 2023 plan-administration plan-governance Exploring Decumulation Solutions – Considerations for Plan Sponsors As 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 … Investment Menu, Plan Administration, Plan Design January 1, 2023 investments plan-administration plan-design-and-structure Designing and Implementing Financial Wellness Programs The 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 … Participant Engagement, Plan Design January 1, 2023 participant-engagement plan-design-and-structure A Plan Sponsor’s Guide to Using Data and Research in the Public Sector Follow 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 … Participant Engagement, Plan Administration, Plan Design, Public Retirement Research Lab (PRRL) January 1, 2023 participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl data 
State ESG Rules: What DC Plan Sponsors Need to Know The 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 … Investment Menu, Plan Design, Plan Governance December 15, 2022 investments plan-design-and-structure plan-governance 
2022 NAGDCA Annual Report The 2022 Annual Report provides an overview of NAGDCA’s membership and activities throughout the year. December 8, 2022 
Automatic Enrollment Toolkit Is 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 … Plan Design, Plan Features December 6, 2022 plan-design-and-structure plan-features 
Auto Enrollment Toolkit – Model Legislation Model auto enrollment legislation to assist with state advocacy efforts. Customize the Word document for use in your state. Plan Design, Plan Features December 6, 2022 plan-design-and-structure plan-features 
Auto Enrollment Toolkit – Customizable Handout Customizable auto enrollment one pager for use with policymakers. Edit the PowerPoint document to insert law, state/jurisdiction, and plan name. Plan Design, Plan Features December 6, 2022 plan-design-and-structure plan-features 
2022 NAGDCA Awards Presentation Ceremony The 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance September 21, 2022 participant-engagement plan-administration plan-design-and-structure plan-governance 
Spending and Saving Behavior of Public-Sector Defined Contribution Plan Participants Public-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 … Public Retirement Research Lab (PRRL), Survey Data Reports September 20, 2022 public-retirement-research-lab-prrl data Recordkeeping RFP Process The 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 … Plan Administration, Plan Design, Plan Governance August 25, 2022 plan-administration plan-design-and-structure plan-governance 
Alameda County – Income Replacement Study Without 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 … Participant Services, Plan Administration, Plan Design, Plan Features August 1, 2022 participant-services plan-administration plan-design-and-structure plan-features Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) – How Much? How Long? Increase Campaigns Plan 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 … Communication, Education, Participant Engagement, Technology August 1, 2022 communication education participant-engagement technology Employees Retirement System of Texas (ERS) – Your Retirement Adventure Knowing 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 … Communication, Education, Participant Engagement August 1, 2022 communication education participant-engagement District of Columbia – 2021 Summer Passport Program The 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 … Communication, Education, Participant Engagement, Technology August 1, 2022 communication education participant-engagement technology California Savings Plus Program – Recipe for your Retirement Readiness Campaign Participants 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 … Communication, Education, Participant Engagement August 1, 2022 communication education participant-engagement State of Florida – Plan.Save.Retire The 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 … Communication, Education, Participant Engagement, Technology August 1, 2022 communication education participant-engagement technology County of San Diego – Investing Learn to Earn Virtual Event With 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 … Education, Participant Engagement, Participant Services, Technology August 1, 2022 education participant-engagement participant-services technology plan-design-and-structure San Bernardino County – Defined Contribution Plans Recordkeeper Request for Proposal (RFP) Results For 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 … Board/Committee Members, Plan Administration, Plan Design, Plan Governance August 1, 2022 board-members plan-administration plan-design-and-structure plan-governance Gwinnett County – Automatic Retirement Readiness Part 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 … Participant Services, Plan Design, Plan Features August 1, 2022 participant-services plan-design-and-structure plan-features City of Seattle – Voluntary Deferred Compensation Plans Investment Lineup Enhancement & Recordkeeper Renegotiation Despite 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, … Board/Committee Members, Fiduciary Responsibility, Investment Menu, Participant Services, Plan Design, Plan Governance August 1, 2022 board-members fiduciary-responsibility investments participant-services plan-design-and-structure plan-governance Chicago Public Schools – Supplemental Plans Redesign Chicago 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’ … Investment Menu, Participant Services, Plan Design, Plan Features August 1, 2022 investments participant-services plan-design-and-structure plan-features Virginia Retirement System – SmartStep Auto-Increase Awareness Campaign The 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. … Communication, Education, Participant Engagement, Plan Design, Plan Features August 1, 2022 communication education participant-engagement plan-design-and-structure plan-features NYC Health + Hospitals – Coronavirus-Related Distribution (CRD) Communications This 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 … Communication, Education, Participant Engagement August 1, 2022 communication education participant-engagement City of Milwaukee – 2021 Healthy Rewards Program Like 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 … Communication, Education, Participant Engagement, Plan Features, Technology August 1, 2022 communication education participant-engagement plan-features technology plan-design-and-structure City and County of Honolulu – Participation Education & Communication The 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. … Communication, Education, Participant Engagement August 1, 2022 communication education participant-engagement California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month Campaign CalSTRS 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 … Communication, Education, National Retirement Security Month, Participant Engagement, Technology August 1, 2022 communication education nrsm participant-engagement technology State of Nevada – NDC Nevada Saves Month The 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 … Communication, Education, National Retirement Security Month, Participant Engagement August 1, 2022 communication education nrsm participant-engagement State of Michigan – It’s your future, retire well The “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 … Communication, Education, National Retirement Security Month, Participant Engagement August 1, 2022 communication education nrsm participant-engagement County of Los Angeles – Making National Retirement Security Month an Event with Lasting Impact For 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 … Communication, Education, National Retirement Security Month, Participant Engagement August 1, 2022 communication education nrsm participant-engagement City of Los Angeles – NRSM 2021–Back to the Movies with the DCP On 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 … Communication, Education, National Retirement Security Month, Participant Engagement August 1, 2022 communication education nrsm participant-engagement City of Anaheim – Financial Wellness Olympics Challenge The 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 … Communication, Education, National Retirement Security Month, Participant Engagement August 1, 2022 communication education nrsm participant-engagement 2022 Leadership Award Winner Logo Package contains – JPG color logo EPS color logo EPS white logo Exclude from Resource Library July 28, 2022 exclude-from-resource-library Board and Committee Governance and Best Practices Select “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 … Board/Committee Members, Fiduciary Responsibility, Plan Administration, Plan Governance July 14, 2022 board-members fiduciary-responsibility plan-administration plan-governance Auto Enrollment Legislation Guidance NAGDCA 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 … Plan Administration, Plan Design, Plan Features, Plan Governance May 26, 2022 plan-administration plan-design-and-structure plan-features plan-governance 
2021 NAGDCA/EBRI Public Retirement Research Lab (PRRL) Report Industry 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 … Public Retirement Research Lab (PRRL), Survey Data Reports May 22, 2022 public-retirement-research-lab-prrl data 
2022 New Member Orientation Learn 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 Michael 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 … Fiduciary Responsibility, Plan Administration, Plan Design, Plan Governance April 4, 2022 fiduciary-responsibility plan-administration plan-design-and-structure plan-governance Public Service Loan Forgiveness Program: Temporary Waivers Explained Join 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 … Education, Participant Engagement March 17, 2022 education participant-engagement 
EBRI Issue Brief – ESG Investment Options in Public DC Plans Increasing 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 … Investment Menu, Public Retirement Research Lab (PRRL) March 4, 2022 investments public-retirement-research-lab-prrl plan-design-and-structure data 
Nationwide – The growth opportunity with Hispanic clients The 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 … Communication, Participant Engagement, Participant Services, Plan Design February 11, 2022 communication participant-engagement participant-services plan-design-and-structure 
Empower – Making a difference for employees Making a difference for employees: How government employers are looking for a great response to “the Great Resignation” Participant Engagement, Participant Services, Plan Features, Plan Services February 11, 2022 participant-engagement participant-services plan-features plan-services plan-design-and-structure plan-administration 
Voya Perspectives – Retirement income is the new retirement plan outcome Uncovering 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 … Education, Plan Design, Plan Features February 1, 2022 education plan-design-and-structure plan-features participant-engagement 
Northwestern Decision – Takeaways for Public Plan Fiduciaries On 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 … Investment Menu, NAGDCA Government Affairs, Plan Design January 28, 2022 investments nagdca-government-affairs plan-design-and-structure 
The Next Generation of Financial Wellness Financial 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance January 3, 2022 participant-engagement plan-administration plan-design-and-structure plan-governance The Value of an Effective Participant Education Program One 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 … Communication, Education, Participant Engagement January 3, 2022 communication education participant-engagement Public and Private – Exploring lessons learned from both sectors We 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 … Plan Administration, Plan Design January 3, 2022 plan-administration plan-design-and-structure Evolution of the DC Plan Menu Plan 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 … Investment Menu, Plan Design January 3, 2022 investments plan-design-and-structure DB Pensions and DC Plans – Working in tandem to achieve financial security While 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’ … Plan Administration, Plan Design, Plan Governance January 3, 2022 plan-administration plan-design-and-structure plan-governance Understanding Plan Fees and Value Propositions Reducing 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 … Plan Administration, Plan Design January 3, 2022 plan-administration plan-design-and-structure Improving Plan and Participant Outcomes through DEI Initiatives Diversity, 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 … Participant Engagement, Plan Administration, Plan Design January 3, 2022 participant-engagement plan-administration plan-design-and-structure Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & Concerns Join 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 … Participant Engagement, Plan Administration, Plan Design, Public Retirement Research Lab (PRRL) January 3, 2022 participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl data The Long View – Decumulation Solutions Interest 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 … Investment Menu, Plan Administration, Plan Design January 3, 2022 investments plan-administration plan-design-and-structure Make it Personal – Developing data-driven communications We 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 … Communication, Education, Participant Engagement, Technology January 3, 2022 communication education participant-engagement technology 
2021 NAGDCA Annual Report The 2021 Annual Report provides an overview of NAGDCA’s membership and activities throughout the year. December 7, 2021 Award Winner Showcase The 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 … Participant Engagement, Plan Administration, Plan Design November 10, 2021 participant-engagement plan-administration plan-design-and-structure 
2021 Leadership Award Winners Download the 2021 Leadership Awards booklet to learn about each of the winning projects and campaigns. Participant Engagement, Plan Administration, Plan Design, Plan Governance August 31, 2021 participant-engagement plan-administration plan-design-and-structure plan-governance 
Virginia Retirement System – VRS Interactive Virtual Tools As 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 … Participant Engagement, Technology July 28, 2021 participant-engagement technology State of North Carolina – Enrollment Webpage Enhanced Experience The 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 … Participant Engagement, Technology July 28, 2021 participant-engagement technology State of Florida – Informational Videos-Enrollment Series The 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 … Communication, Participant Engagement, Technology July 28, 2021 communication participant-engagement technology Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) – Social Distancing – But Not Alone This 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 … Participant Engagement, Technology July 28, 2021 participant-engagement technology City of Phoenix Deferred Compensation Plan – Virtual Financial Expo Each 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 … Participant Engagement, Technology July 28, 2021 participant-engagement technology State Universities Retirement System of Illinois – Redesigning the Core Defined Contribution Plan With 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 … Investment Menu, Plan Administration, Plan Design July 28, 2021 investments plan-administration plan-design-and-structure State of Wisconsin – Wisconsin Deferred Compensation Program Defined Benefit Estimate Pilot The 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 … Plan Administration, Plan Design July 28, 2021 plan-administration plan-design-and-structure San Bernardino County – Investment Lineup Enhancements After 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 … Investment Menu, Plan Administration, Plan Design July 28, 2021 investments plan-administration plan-design-and-structure Kentucky Public Employees’ Deferred Compensation Authority – Investing in our Investors: KDC’s 2021 Investment Redesign KDC 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 … Investment Menu, Plan Administration, Plan Design July 28, 2021 investments plan-administration plan-design-and-structure Illinois State Board of Investment (ISBI) – Supporting Retirement Savings – Participation, Contributions, and the Investment Menu As 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 … Investment Menu, Plan Administration, Plan Design July 28, 2021 investments plan-administration plan-design-and-structure NYC Health + Hospitals – COVID-19 2020 Education & Communications This 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 … Communication, Education, Participant Engagement July 28, 2021 communication education participant-engagement Missouri State Employees’ Retirement System (MOSERS) – Automatic Increase Holiday Savings Campaign The 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 … Communication, Participant Engagement, Plan Features July 28, 2021 communication participant-engagement plan-features plan-design-and-structure Employees Retirement System of Texas (ERS) – Summer Enrollment Campaign Knowing 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 … Communication, Participant Engagement July 28, 2021 communication participant-engagement Anchorage School District- 403(b) and 457 Plans: Enrollment Campaign and Plan Enhancements Anchorage 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 … Communication, Participant Engagement July 28, 2021 communication participant-engagement State of North Carolina – Enrollment Campaign The 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 … National Retirement Security Month, Participant Engagement July 28, 2021 nrsm participant-engagement Metropolitan Transportation Authority – MTA Financial Wellness Challenge 2020 As 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 … National Retirement Security Month, Participant Engagement July 28, 2021 nrsm participant-engagement Commonwealth of Massachusetts – Virtual Road Trip to Retirement In 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). … National Retirement Security Month, Participant Engagement July 28, 2021 nrsm participant-engagement 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 … National Retirement Security Month, Participant Engagement July 28, 2021 nrsm participant-engagement California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month Campaign CalSTRS 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 … National Retirement Security Month, Participant Engagement July 28, 2021 nrsm participant-engagement Virginia Retirement System – Virtual Pandemic Response In 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 … Participant Engagement July 28, 2021 participant-engagement State of Hawaii – Island $avings Plan Virtual Benefits Fair At 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 … Participant Engagement July 28, 2021 participant-engagement District of Columbia – DC Virtual Investment Fair District’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. Participant Engagement July 28, 2021 participant-engagement 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 … Communication, Participant Engagement July 28, 2021 communication participant-engagement Bay Area Rapid Transit (BART) – Retirement Plans COVID-19 Response As 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 … Participant Engagement July 28, 2021 participant-engagement 2021 Leadership Award Winner Logo Package contains – JPG color logo PNG color logo PNG white logo EPS color logo Exclude from Resource Library July 15, 2021 exclude-from-resource-library Trends and Considerations for ESG Investing in Governmental Defined Contribution Plans Join 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 … Investment Menu, Plan Design June 29, 2021 investments plan-design-and-structure 
Template Questionnaires – Evaluate views, practices, policies, and initiatives of investment management firms NAGDCA 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 … Cybersecurity, Participant Services, Plan Administration, Plan Design, Plan Governance, Plan Services June 22, 2021 cybersecurity participant-services plan-administration plan-design-and-structure plan-governance plan-services 
SECURE 2.0 Summary for Public Plan Sponsors On 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 … NAGDCA Government Affairs, Plan Design June 4, 2021 nagdca-government-affairs plan-design-and-structure 
A Deeper Look at Asset Allocation: Plan Structure and Demography the Key to Effective Plan Design The 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 … Public Retirement Research Lab (PRRL), Survey Data Reports May 20, 2021 public-retirement-research-lab-prrl data 
A Deep Dive into Public Sector Asset Allocation How 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 … Public Retirement Research Lab (PRRL), Survey Data Reports May 5, 2021 public-retirement-research-lab-prrl data 
DOL Issues Missing Participant Guidance On 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 … NAGDCA Government Affairs May 5, 2021 nagdca-government-affairs 
The State of Public Sector DC Plans Study Snapshot Study 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. Public Retirement Research Lab (PRRL), Survey Data Reports April 28, 2021 public-retirement-research-lab-prrl data 
DOL Cybersecurity Guidance – Key Takeaways for Plan Sponsors and Service Providers On 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 … Cybersecurity, NAGDCA Government Affairs April 22, 2021 cybersecurity nagdca-government-affairs plan-governance 
The State of Public Sector DC Plans: A First Look at the PRRL Database Report reveals initial look at public sector DC plan account balances, contributions, loans, asset allocation; features inaugural presentation of plan data aggregated across record keepers. Public Retirement Research Lab (PRRL), Survey Data Reports February 25, 2021 public-retirement-research-lab-prrl data A Closer Look at Federal Legislation to Improve Outcomes for 403(b) Plan Participants Join 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 … Investment Menu, NAGDCA Government Affairs, Plan Design February 11, 2021 investments nagdca-government-affairs plan-design-and-structure 
The Current State of Public Defined Contribution Plans: Findings from the Public Retirement Research Lab The 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 … Public Retirement Research Lab (PRRL) January 28, 2021 public-retirement-research-lab-prrl data 
2020 NAGDCA Annual Report The 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? 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 … NAGDCA Government Affairs December 9, 2020 nagdca-government-affairs 
2020 Participant Engagement and Communications Survey Report In 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 … Communication, Education, Participant Engagement, Survey Data Reports, Technology December 7, 2020 communication education participant-engagement data technology Health, Wellness and Financial Security NAGDCA 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 … Participant Engagement, Participant Services, Plan Administration, Plan Features, Plan Services October 26, 2020 participant-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 This 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 … Public Retirement Research Lab (PRRL), Survey Data Reports October 20, 2020 public-retirement-research-lab-prrl data Retirement Income: Funding the encore NAGDCA 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 … Investment Menu, Participant Services, Plan Design, Plan Features October 19, 2020 investments participant-services plan-design-and-structure plan-features To catch a thief: Fraud and cybersecurity in a connected world NAGDCA 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 … Cybersecurity, Plan Governance October 14, 2020 cybersecurity plan-governance Seeking the Holy Grail – Holistic Financial Wellness NAGDCA 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 … Participant Engagement, Plan Administration, Plan Design October 14, 2020 participant-engagement plan-administration plan-design-and-structure 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 … Plan Design, Plan Features October 14, 2020 plan-design-and-structure plan-features Talk is cheap: How to drive change through strategic communications NAGDCA 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 … Communication, Participant Engagement October 12, 2020 communication participant-engagement Show me the money – a focus on fees NAGDCA 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 … Plan Administration, Plan Governance, Plan Services, RFPs October 7, 2020 plan-administration plan-governance plan-services rfp Practical Innovations – Easy Ways to Turbocharge Your Program NAGDCA 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance October 7, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance At a crossroads: Health and Wealth NAGDCA 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 … Investment Menu, Participant Services, Plan Administration, Plan Design October 7, 2020 investments participant-services plan-administration plan-design-and-structure The way forward: Why diversity and inclusion matters NAGDCA 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 … Participant Engagement, Plan Administration, Plan Governance October 5, 2020 participant-engagement plan-administration plan-governance 
2020 Leadership Award Winners This publication contains details about each of the 2020 Leadership Award winning projects and campaigns. Participant Engagement, Plan Administration, Plan Design, Plan Governance September 10, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance 
Guidance on Statement No. 97, New GASB Accounting Standard Impacting 457 Plans Recently, 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 … NAGDCA Government Affairs August 12, 2020 nagdca-government-affairs 
City of Los Angeles Deferred Compensation Plan – The Best Plans are with your Friends What 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 … National Retirement Security Month July 22, 2020 nrsm State of Hawaii & State of Vermont – Go Green The 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 … Participant Engagement, Technology July 22, 2020 participant-engagement technology Missouri State Employees Retirement System – Enhancing Participant Outreach Using Web 1-on-1s and Webinars The 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 … Participant Engagement, Technology July 22, 2020 participant-engagement technology Johnson County, Kansas – Expanding Wellness Incentive Program by Incorporating Financial Wellness Johnson 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 … Participant Engagement, Technology July 22, 2020 participant-engagement technology City of Austin – A Targeted Solution Encouraging Enrollment and Saving The 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 … Participant Engagement, Technology July 22, 2020 participant-engagement technology State of North Carolina – Importance of Employer Contributions One 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 … Plan Design, Plan Features July 22, 2020 plan-design-and-structure plan-features County of San Bernardino – Automatic Enrollment Plan Design Enhancement In 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 … Plan Design, Plan Features July 22, 2020 plan-design-and-structure plan-features Commonwealth of Massachusetts – SMART Plan Active Choice Enrollment Form with Auto-Increase Option The 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. … Plan Design, Plan Features July 22, 2020 plan-design-and-structure plan-features State of Hawaii – Island $avings Plan’s Action-based Educational Program How 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 … Communication, Education, Participant Engagement July 22, 2020 communication education participant-engagement Oregon Public Employees Retirement System (PERS) – Participant Education & Communication Campaign Beginning 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 … Communication, Participant Engagement July 22, 2020 communication participant-engagement Metropolitan Water District of Southern California – Save More, Do More Campaign In 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 … Communication, Participant Engagement July 22, 2020 communication participant-engagement Employees Retirement System of Texas – Level Up Your Retirement Campaign Knowing 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 … Communication, Participant Engagement July 22, 2020 communication participant-engagement County of San Diego – 2019 Sheriffs Retention Campaign The 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 … Communication, Participant Engagement July 22, 2020 communication participant-engagement 
Introduction to Public Sector Defined Contribution Plans This 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance July 8, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance 
PRRL – Meaningful Differences in Public Employee Tenure by Geographic Region Study 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 … Public Retirement Research Lab (PRRL), Survey Data Reports June 18, 2020 public-retirement-research-lab-prrl data 
Introducing the Public Retirement Research Lab: Defining the Future of Public Sector Retirement In 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 … Public Retirement Research Lab (PRRL) June 18, 2020 public-retirement-research-lab-prrl data 
PRRL – Long-Tenure Workers a Much Greater Force in Public-Sector Plans Study 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 … Public Retirement Research Lab (PRRL), Survey Data Reports May 21, 2020 public-retirement-research-lab-prrl data 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 … Communication, Participant Engagement, Plan Design, Plan Features, Plan Services May 14, 2020 communication participant-engagement plan-design-and-structure plan-features plan-services plan-administration 
Techniques for Increasing Enrollment An 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 … Communication, Education, Participant Engagement May 14, 2020 communication education participant-engagement 
PRRL- Trends in Public-Sector Employee Tenure Study Snapshot We’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 … Public Retirement Research Lab (PRRL), Survey Data Reports May 7, 2020 public-retirement-research-lab-prrl data Legislative Update Our 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 … NAGDCA Government Affairs, Plan Administration, Plan Governance April 30, 2020 nagdca-government-affairs plan-administration plan-governance Cybersecurity Considerations for Plan Sponsors Join 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 … Cybersecurity, Plan Governance April 22, 2020 cybersecurity plan-governance 
A Conversation with Keith Overly, retired Executive Director of Ohio Deferred Compensation Keith 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 … Plan Administration, Plan Governance April 20, 2020 plan-administration plan-governance 
NRSM Logo National 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 … National Retirement Security Month April 20, 2020 nrsm Investments and Communications in the Midst of COVID-19 The 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 … Communication, Participant Engagement, Plan Governance April 9, 2020 communication participant-engagement plan-governance 
CARES Act Analysis The 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 … NAGDCA Government Affairs April 3, 2020 nagdca-government-affairs 
COVID-19 Resources Across 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance March 20, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance 
2019 NAGDCA Annual Report The 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 As 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 … Fiduciary Responsibility, Plan Governance November 20, 2019 fiduciary-responsibility plan-governance 
NAGDCA 2019 Perspectives In Practice Survey Detailed Report 2019 NAGDCA Benchmarking Survey Report Benchmarking Archives, Survey Data Reports November 13, 2019 benchmarking-archives data 
Retaining Retirees and Those Nearing Retirement Participants 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 … Communication, Education, Participant Engagement, Plan Design September 11, 2019 communication education participant-engagement plan-design-and-structure 
Financial Wellness Historically, 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 … Communication, Participant Engagement, Participant Services, Plan Design September 11, 2019 communication participant-engagement participant-services plan-design-and-structure 
Asset Allocation Techniques during the Accumulation Phase The 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 … Investment Menu, Plan Design September 11, 2019 investments plan-design-and-structure 
Keynote Speaker – Dr. Shlomo Benartzi The 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 … Participant Engagement, Technology September 10, 2019 participant-engagement technology 
Fiduciary Diligence, Best Practices, Lawsuits and Lessons Learned It 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 … Fiduciary Responsibility, Plan Administration, Plan Governance, Plan Services September 10, 2019 fiduciary-responsibility plan-administration plan-governance plan-services 
Cyber Security Cyber 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 … Cybersecurity, Plan Governance September 9, 2019 cybersecurity plan-governance 
Leveraging Technology and Participant Tools New 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 … Participant Engagement, Participant Services, Technology September 9, 2019 participant-engagement participant-services technology plan-design-and-structure 
How DB Plan Pressures Impact DC Plans For 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 … Plan Administration, Plan Design September 9, 2019 plan-administration plan-design-and-structure 
Fees and the RFP Process The 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 … Plan Administration, Plan Services, RFPs September 9, 2019 plan-administration plan-services rfp 
Successful Communication Campaigns The 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 … Communication, Participant Engagement September 9, 2019 communication participant-engagement 
Role of Fixed Income Investments in a Portfolio Fixed 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 … Investment Menu, Plan Design September 9, 2019 investments plan-design-and-structure 
Equity Investment Options Equities 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 … Investment Menu, Plan Design September 9, 2019 investments plan-design-and-structure 
Keynote Speaker – Matt Johnson, The Impossible Company The 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 … Communication, Participant Engagement September 9, 2019 communication participant-engagement 
Board/Committee Membership, Governance & Best Practices Proper 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 … Board/Committee Members, Fiduciary Responsibility, Plan Governance September 8, 2019 board-members fiduciary-responsibility plan-governance 
Intro to DC Plans Learn 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance September 8, 2019 participant-engagement plan-administration plan-design-and-structure plan-governance 
State of New Hampshire – National Retirement Security Month Starting 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 … National Retirement Security Month August 7, 2019 nrsm State of Hawaii – Maui Employee Benefits Fair Celebrates National Retirement Security Week The Island $avings Plan held an employee benefits fair to celebrate and promote National Retirement Security Week (NRSW) (October 21–27, 2018) for Maui State and County Employees on October 23, … National Retirement Security Month August 7, 2019 nrsm Oregon Public Employees Retirement System (PERS) – Explore Your Financial Future – PERS/OSGP Expo ’18 The Oregon Public Employees Retirement System (PERS) and the Oregon Savings Growth Plan (OSGP) are two retirement plan benefits provided by the State of Oregon for its employees. PERS serves … National Retirement Security Month August 7, 2019 nrsm ERS of Texas – Texa$aver Get Financially Fit National Retirement Security Month Campaign In 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 … National Retirement Security Month August 7, 2019 nrsm 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). … National Retirement Security Month August 7, 2019 nrsm Virginia Retirement System – Hybrid 457 Deferred Compensation Plan Voluntary Contribution Savings Initiative In 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 … Participant Engagement, Technology August 7, 2019 participant-engagement technology State of California Savings Plus – One Minute Video Multichannel Campaign Savings 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 … Communication, Participant Engagement, Technology August 7, 2019 communication participant-engagement technology Ohio Deferred Compensation – Crowdsourcing for Website Design One 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 … Participant Engagement, Technology August 7, 2019 participant-engagement technology Nassau County Deferred Compensation Plan – Web Registration and Financial Wellness Online Platform Upgrade According 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. … Participant Engagement, Technology August 7, 2019 participant-engagement technology City of Austin – Automated Emails and Digital Enroll Campaign Knowing 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 … Communication, Participant Engagement, Technology August 7, 2019 communication participant-engagement technology Wyoming Retirement System – Deemed IRA The 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 … Investment Menu, Plan Design August 7, 2019 investments plan-design-and-structure State of North Carolina – GoalMaker 2.0 Implementation & Investment Changes Plan 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 … Investment Menu, Plan Design August 7, 2019 investments plan-design-and-structure San Mateo County – Automatic Enrollment & Auto-Escalate to Boost Savings Rates In 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 … Plan Design, Plan Features August 7, 2019 plan-design-and-structure plan-features New York State Deferred Compensation Plan – Online Enrollment Solution Launch As 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 … Participant Services, Plan Design August 7, 2019 participant-services plan-design-and-structure MOSERS – Transitioning Education Specialists to MOSERS Employees In 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 … Participant Services, Plan Design, Plan Services August 7, 2019 participant-services plan-design-and-structure plan-services plan-administration State of Alaska – Putting Alaskans on the path to financial readiness: winning the game of retirement The 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 … Communication, Education, Participant Engagement August 7, 2019 communication education participant-engagement Southeastern Pennsylvania Transportation Authority (SEPTA) – Transition Campaign The 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. … Communication, Education, Participant Engagement, Participant Services, Plan Services August 7, 2019 communication education participant-engagement participant-services plan-services plan-design-and-structure plan-administration NYC Health + Hospitals – Enrollment Campaign This 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 … Communication, Education, Participant Engagement August 7, 2019 communication education participant-engagement ERS of Texas – Texa$aver Two-Step Campaign When 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 … Communication, Education, Participant Engagement August 7, 2019 communication education participant-engagement City of Milwaukee – 2018 Healthy Rewards Program During 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 … Communication, Education, Participant Engagement, Participant Services August 7, 2019 communication education participant-engagement participant-services plan-design-and-structure 
Goals, Data, and Improving Participant Outcomes Presenter 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. … Participant Engagement, Participant Services, Technology July 10, 2019 participant-engagement participant-services technology plan-design-and-structure 
Data-Driven Communication Strategies Presenter 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 … Communication, Participant Engagement, Technology April 10, 2019 communication participant-engagement technology 
Automatic Enrollment Map The 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 … Plan Design, Plan Features January 4, 2019 plan-design-and-structure plan-features 
2018 NAGDCA Annual Report NAGDCA’s Annual Association Report provides an overview of 2018 membership and activities. December 19, 2018 
Ignite NAGDCA 2018 This 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance September 26, 2018 participant-engagement plan-administration plan-design-and-structure plan-governance 
Keynote Speaker – Punam Keller, Tuck School of Business at Dartmouth Feelings 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 … Participant Engagement September 26, 2018 participant-engagement 
Success by Design: Innovation in Investment Lineups and Plan Design Investment 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 … Investment Menu, Plan Design, Plan Features September 25, 2018 investments plan-design-and-structure plan-features 
Holistic Retirement: Money, Purpose, Health There 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 … Participant Engagement, Plan Design September 25, 2018 participant-engagement plan-design-and-structure 
Best Practices & Lessons Learned from Private Sector Defined Contribution Plans Although 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 … Plan Administration, Plan Design, Plan Governance September 25, 2018 plan-administration plan-design-and-structure plan-governance 
Generational Education & Communication Why 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 … Communication, Education, Participant Engagement September 25, 2018 communication education participant-engagement 
Keynote Speaker – Gary DeMoss, Invesco Consulting ReDefined 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 … Communication, Participant Engagement, Technology September 25, 2018 communication participant-engagement technology 
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s Threats Cyber-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 … Cybersecurity, Plan Governance September 24, 2018 cybersecurity plan-governance 
Winning Enrollment Techniques and Challenges Is 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 … Communication, Participant Engagement, Plan Design, Plan Features, Technology September 24, 2018 communication participant-engagement plan-design-and-structure plan-features technology 
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 … Participant Engagement, Participant Services, Plan Design September 24, 2018 participant-engagement participant-services plan-design-and-structure 
ESG – Environmental, Social and Governance Investment Criteria Today 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 … Investment Menu, Plan Design September 24, 2018 investments plan-design-and-structure 
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s Threats Cyber-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 … Cybersecurity September 24, 2018 cybersecurity plan-governance 
Intro to DC Plans This 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 … Participant Engagement, Plan Administration, Plan Design, Plan Governance September 23, 2018 participant-engagement plan-administration plan-design-and-structure plan-governance 
NAGDCA 2018 Perspectives In Practice Survey Summary Report 2018 NAGDCA Benchmarking Survey Summary Report Benchmarking Archives, Survey Data Reports August 13, 2018 benchmarking-archives data 
Graduate from Your Student Loans This 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. Communication, Participant Engagement August 10, 2018 communication participant-engagement 
Reaching Retirement Readiness This four page publication developed for participants by the 2018 NAGDCA Participant Engagement Committee outlines the basic steps to building a retirement readiness plan. Communication, Participant Engagement August 8, 2018 communication participant-engagement 
Measuring Success/Benchmarking NAGDCA’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 … Participant Engagement, Plan Administration, Plan Design March 22, 2018 participant-engagement plan-administration plan-design-and-structure 
2017 NAGDCA Annual Report NAGDCA’s Annual Association Report provides an overview of 2017 membership and activities. September 29, 2017 
Successful Strategy for Effective Marketing Initiatives With 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 … Communication, Participant Engagement September 13, 2017 communication participant-engagement 
NAGDCA 2017 Perspectives In Practice Detailed Report 2017 NAGDCA Benchmarking Survey Report Benchmarking Archives, Survey Data Reports August 13, 2017 benchmarking-archives data 
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 … Cybersecurity June 12, 2017 cybersecurity plan-governance 
IRS Audits This 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 … Plan Administration September 12, 2016 plan-administration 
NAGDCA 2016 Perspectives In Practice Detailed Report 2016 NAGDCA Benchmarking Survey Report Benchmarking Archives, Survey Data Reports August 19, 2016 benchmarking-archives data 
Fiduciary Responsibility Brochure & Checklist NAGDCA 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 … Fiduciary Responsibility, Plan Governance August 12, 2016 fiduciary-responsibility plan-governance 
NRSW – Your Whole Story Campaign Materials In 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 … National Retirement Security Month July 16, 2016 nrsm 
Using Auto-Enroll to Improve Participant Outcomes Employees 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 … Participant Engagement, Plan Design, Plan Features June 12, 2016 participant-engagement plan-design-and-structure plan-features 
Plan Transition Best Practices Guide This “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 … Plan Administration, Plan Services, RFPs July 23, 2014 plan-administration plan-services rfp 
Plan Sponsor Education Best Practices Guide This “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. … Plan Administration September 23, 2013 plan-administration 
Participant Engagement Best Practices Guide This “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 … Communication, Education, Participant Engagement, Technology September 23, 2013 communication education participant-engagement technology 
Plan Design Best Practices Guide This “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 … Investment Menu, Participant Services, Plan Design, Plan Features September 23, 2013 investments participant-services plan-design-and-structure plan-features 
Plan Governance Best Practices Guide This “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 … Board/Committee Members, Cybersecurity, Fiduciary Responsibility, Plan Governance September 23, 2013 board-members cybersecurity fiduciary-responsibility plan-governance 
Plan Administration Best Practices Guide This “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. … Plan Administration, Plan Services, RFPs September 23, 2013 plan-administration plan-services rfp 
Fiduciary Checklist This 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. Fiduciary Responsibility, Plan Governance December 12, 2006 fiduciary-responsibility plan-governance