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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 guide August 27, 2024 plan-administration plan-design-and-structure plan-governance guide 
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 study August 6, 2024 public-retirement-research-lab-prrl data study 
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 award winner July 25, 2024 cybersecurity participant-engagement plan-governance technology award-winner 
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 award winner July 25, 2024 cybersecurity participant-engagement plan-governance technology award-winner 
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 award winner July 25, 2024 cybersecurity participant-engagement plan-governance technology award-winner 
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 award winner July 25, 2024 plan-administration plan-design-and-structure award-winner 
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 award winner July 25, 2024 plan-design-and-structure award-winner 
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 award winner July 25, 2024 plan-design-and-structure award-winner 
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 award winner July 25, 2024 participant-engagement award-winner 
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 award winner July 25, 2024 participant-engagement award-winner 
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 award winner July 25, 2024 participant-engagement award-winner 
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 award winner July 25, 2024 participant-engagement award-winner 
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 award winner July 25, 2024 participant-engagement award-winner 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 award winner July 25, 2024 participant-engagement plan-design-and-structure award-winner 
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 award winner July 25, 2024 participant-engagement plan-design-and-structure award-winner 
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 award winner July 25, 2024 participant-engagement plan-design-and-structure award-winner 
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 award winner July 25, 2024 nrsm award-winner 
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 award winner July 25, 2024 nrsm award-winner 
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 award winner July 25, 2024 nrsm award-winner 
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 guide June 18, 2024 plan-administration plan-design-and-structure plan-governance guide 
Legislative Update | Spring 2024 Join NAGDCA and Groom Law Group for an exclusive recap … NAGDCA Government Affairs, SECURE 2.0 webinar May 24, 2024 nagdca-government-affairs secure-2-0 webinar 
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 guide April 1, 2024 plan-administration plan-design-and-structure plan-governance guide 
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 study March 7, 2024 public-retirement-research-lab-prrl secure-2-0 data study 
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 study February 12, 2024 public-retirement-research-lab-prrl data study 
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 conference presentation November 14, 2023 participant-engagement participant-services plan-administration plan-design-and-structure conference-presentation NAGDCA Award Case Studies – Targeted Messaging Presented by the City and County of Honolulu and Maryland Teachers & State Employees Supplemental Retirement Plans (MSRP). Communication, Participant Engagement award winner, case study, conference presentation November 14, 2023 communication participant-engagement award-winner case-study conference-presentation 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 conference presentation November 14, 2023 investments participant-engagement plan-design-and-structure conference-presentation 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 conference presentation November 14, 2023 participant-engagement plan-administration plan-design-and-structure conference-presentation 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 conference presentation November 14, 2023 fiduciary-responsibility plan-administration plan-governance conference-presentation 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 conference presentation November 14, 2023 nagdca-government-affairs secure-2-0 conference-presentation 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 conference presentation November 14, 2023 communication participant-engagement plan-design-and-structure conference-presentation 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 conference presentation November 14, 2023 plan-administration plan-design-and-structure conference-presentation 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 conference presentation November 14, 2023 education investments participant-engagement plan-design-and-structure conference-presentation 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 conference presentation November 14, 2023 plan-administration rfp conference-presentation NAGDCA Award Case Studies – Financial Wellness Presented by the City of Anaheim and the County of Los Angeles. Participant Engagement, Plan Design award winner, case study, conference presentation November 14, 2023 participant-engagement plan-design-and-structure award-winner case-study conference-presentation 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 conference presentation November 14, 2023 plan-administration plan-design-and-structure conference-presentation NAGDCA Award Case Studies – Vendor Consolidation and Investment Menu Enhancement Presented by Chicago Public Schools and the City of Seattle. Investment Menu, Participant Services, Plan Administration, Plan Design, Plan Services award winner, case study, conference presentation November 14, 2023 investments participant-services plan-administration plan-design-and-structure plan-services award-winner case-study conference-presentation 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 conference presentation November 14, 2023 plan-administration plan-design-and-structure conference-presentation 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 conference presentation November 14, 2023 board-members fiduciary-responsibility plan-governance conference-presentation 
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 study November 2, 2023 public-retirement-research-lab-prrl data study 
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 study October 25, 2023 public-retirement-research-lab-prrl data study 
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 study October 3, 2023 public-retirement-research-lab-prrl data study 
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 case study, guide September 26, 2023 plan-administration plan-design-and-structure plan-governance case-study guide 
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 guide September 26, 2023 plan-administration plan-design-and-structure plan-governance guide 
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 webinar August 31, 2023 nagdca-government-affairs secure-2-0 webinar 
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 award winner August 1, 2023 nrsm award-winner 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 award winner August 1, 2023 nrsm award-winner 
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 award winner August 1, 2023 nrsm award-winner 
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 award winner August 1, 2023 nrsm award-winner 
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 award winner August 1, 2023 nrsm award-winner 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 webinar July 20, 2023 participant-engagement plan-design-and-structure plan-features webinar 
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 study April 26, 2023 participant-engagement plan-administration plan-design-and-structure study 
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) study March 29, 2023 public-retirement-research-lab-prrl data study 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 webinar March 15, 2023 nagdca-government-affairs plan-administration plan-governance secure-2-0 webinar 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 webinar February 21, 2023 nagdca-government-affairs plan-administration plan-governance secure-2-0 webinar 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 guide January 19, 2023 nagdca-government-affairs secure-2-0 guide 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 webinar January 11, 2023 nagdca-government-affairs plan-administration plan-governance secure-2-0 webinar 
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 conference presentation January 1, 2023 participant-engagement plan-administration plan-design-and-structure conference-presentation 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 conference presentation January 1, 2023 communication participant-engagement plan-administration conference-presentation 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 conference presentation January 1, 2023 education investments participant-engagement plan-design-and-structure conference-presentation 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 conference presentation January 1, 2023 communication participant-engagement plan-administration technology conference-presentation 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 conference presentation January 1, 2023 participant-engagement plan-administration plan-design-and-structure conference-presentation 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 conference presentation January 1, 2023 plan-administration plan-governance conference-presentation 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 conference presentation January 1, 2023 investments plan-administration plan-design-and-structure conference-presentation 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 conference presentation January 1, 2023 participant-engagement plan-design-and-structure conference-presentation 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) conference presentation January 1, 2023 participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl data conference-presentation 
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 podcast December 15, 2022 investments plan-design-and-structure plan-governance podcast 
Automatic Enrollment Toolkit Is your Plan considering pursuing auto enrollment legislation in your … Plan Design, Plan Features template, toolkit December 6, 2022 plan-design-and-structure plan-features template toolkit 
Auto Enrollment Toolkit – Model Legislation Model auto enrollment legislation to assist with state advocacy efforts. … Plan Design, Plan Features template, toolkit December 6, 2022 plan-design-and-structure plan-features template toolkit 
Auto Enrollment Toolkit – Customizable Handout Customizable auto enrollment one pager for use with policymakers. Edit … Plan Design, Plan Features template, toolkit December 6, 2022 plan-design-and-structure plan-features template toolkit 
2022 NAGDCA Awards Presentation Ceremony The annual NAGDCA Awards Program recognizes the brightest ideas and … Participant Engagement, Plan Administration, Plan Design, Plan Governance conference presentation September 21, 2022 participant-engagement plan-administration plan-design-and-structure plan-governance conference-presentation 
Spending and Saving Behavior of Public-Sector Defined Contribution Plan Participants Public-sector workers have traditionally been covered by defined benefit (DB) … Public Retirement Research Lab (PRRL), Survey Data Reports study September 20, 2022 public-retirement-research-lab-prrl data study Recordkeeping RFP Process The recordkeeper RFP process is among the most daunting tasks … Plan Administration, Plan Design, Plan Governance podcast August 25, 2022 plan-administration plan-design-and-structure plan-governance podcast 
Alameda County – Income Replacement Study Without an accurate picture of employee retirement readiness, identifying optimal … Participant Services, Plan Administration, Plan Design, Plan Features award winner, case study August 1, 2022 participant-services plan-administration plan-design-and-structure plan-features award-winner case-study 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 … Communication, Education, Participant Engagement, Technology award winner, case study August 1, 2022 communication education participant-engagement technology award-winner case-study Employees Retirement System of Texas (ERS) – Your Retirement Adventure Knowing State of Texas employees will only have about 50% … Communication, Education, Participant Engagement award winner, case study August 1, 2022 communication education participant-engagement award-winner case-study District of Columbia – 2021 Summer Passport Program The District of Columbia 2021 Summer Passport Program was an … Communication, Education, Participant Engagement, Technology award winner, case study August 1, 2022 communication education participant-engagement technology award-winner case-study California Savings Plus Program – Recipe for your Retirement Readiness Campaign Participants picked a recipe for success by choosing Savings Plus. … Communication, Education, Participant Engagement award winner, case study August 1, 2022 communication education participant-engagement award-winner case-study State of Florida – Plan.Save.Retire The Florida Deferred Compensation Plan initiated a three month communication … Communication, Education, Participant Engagement, Technology award winner, case study August 1, 2022 communication education participant-engagement technology award-winner case-study County of San Diego – Investing Learn to Earn Virtual Event With the County of San Diego Deferred Compensation Program’s Investing … Education, Participant Engagement, Participant Services, Technology award winner, case study August 1, 2022 education participant-engagement participant-services technology plan-design-and-structure award-winner case-study San Bernardino County – Defined Contribution Plans Recordkeeper Request for Proposal (RFP) Results For many Plans, the recordkeeper RFP process can have the … Board/Committee Members, Plan Administration, Plan Design, Plan Governance award winner, case study August 1, 2022 board-members plan-administration plan-design-and-structure plan-governance award-winner case-study Gwinnett County – Automatic Retirement Readiness Part of Gwinnett’s comprehensive compensation program includes our retirement contribution … Participant Services, Plan Design, Plan Features award winner, case study August 1, 2022 participant-services plan-design-and-structure plan-features award-winner case-study City of Seattle – Voluntary Deferred Compensation Plans Investment Lineup Enhancement & Recordkeeper Renegotiation Despite the challenges, market volatility, and limiting conditions presented in … Board/Committee Members, Fiduciary Responsibility, Investment Menu, Participant Services, Plan Design, Plan Governance award winner, case study August 1, 2022 board-members fiduciary-responsibility investments participant-services plan-design-and-structure plan-governance award-winner case-study Chicago Public Schools – Supplemental Plans Redesign Chicago Public Schools (“CPS”) is the third-largest school district in … Investment Menu, Participant Services, Plan Design, Plan Features award winner, case study August 1, 2022 investments participant-services plan-design-and-structure plan-features award-winner case-study Virginia Retirement System – SmartStep Auto-Increase Awareness Campaign The COVID-19 pandemic remains a crisis across the globe. Out … Communication, Education, Participant Engagement, Plan Design, Plan Features award winner, case study August 1, 2022 communication education participant-engagement plan-design-and-structure plan-features award-winner case-study NYC Health + Hospitals – Coronavirus-Related Distribution (CRD) Communications This project was implemented to educate plan participants about the … Communication, Education, Participant Engagement award winner, case study August 1, 2022 communication education participant-engagement award-winner case-study City of Milwaukee – 2021 Healthy Rewards Program Like many employers, the City of Milwaukee recognizes that financial … Communication, Education, Participant Engagement, Plan Features, Technology award winner, case study August 1, 2022 communication education participant-engagement plan-features technology plan-design-and-structure award-winner case-study City and County of Honolulu – Participation Education & Communication The City and County of Honolulu is a 457(b) deferred … Communication, Education, Participant Engagement award winner, case study August 1, 2022 communication education participant-engagement award-winner case-study California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month Campaign CalSTRS operates seven Member Service Centers throughout the state of … Communication, Education, National Retirement Security Month, Participant Engagement, Technology award winner, case study August 1, 2022 communication education nrsm participant-engagement technology award-winner case-study State of Nevada – NDC Nevada Saves Month The Nevada Public Employees’ Deferred Compensation (NDC) Program is a … Communication, Education, National Retirement Security Month, Participant Engagement award winner, case study August 1, 2022 communication education nrsm participant-engagement award-winner case-study State of Michigan – It’s your future, retire well The “It’s your future, retire well” campaign was conducted during … Communication, Education, National Retirement Security Month, Participant Engagement award winner, case study August 1, 2022 communication education nrsm participant-engagement award-winner case-study County of Los Angeles – Making National Retirement Security Month an Event with Lasting Impact For Plan Sponsors, National Retirement Security Month (NRSM) is an … Communication, Education, National Retirement Security Month, Participant Engagement award winner, case study August 1, 2022 communication education nrsm participant-engagement award-winner case-study City of Los Angeles – NRSM 2021–Back to the Movies with the DCP On September 27, 2021, DCP staff, in partnership with its … Communication, Education, National Retirement Security Month, Participant Engagement award winner, case study August 1, 2022 communication education nrsm participant-engagement award-winner case-study City of Anaheim – Financial Wellness Olympics Challenge The City of Anaheim sought to improve financial wellness for … Communication, Education, National Retirement Security Month, Participant Engagement award winner, case study August 1, 2022 communication education nrsm participant-engagement award-winner case-study Board and Committee Governance and Best Practices Select “Download” to access the slides and an excerpt from … Board/Committee Members, Fiduciary Responsibility, Plan Administration, Plan Governance award winner, case study July 14, 2022 board-members fiduciary-responsibility plan-administration plan-governance award-winner case-study Auto Enrollment Legislation Guidance NAGDCA Executive Director Matt Petersen talks with Executive Board Member-at-Large, … Plan Administration, Plan Design, Plan Features, Plan Governance podcast May 26, 2022 plan-administration plan-design-and-structure plan-features plan-governance podcast 
2021 NAGDCA/EBRI Public Retirement Research Lab (PRRL) Report Industry Report based on 2020 data. This is a summary … Public Retirement Research Lab (PRRL), Survey Data Reports study May 22, 2022 public-retirement-research-lab-prrl data study Retirement Income and Fiduciary Considerations Michael Kreps, Principal at Groom Law Group joins NAGDCA Executive … Fiduciary Responsibility, Plan Administration, Plan Design, Plan Governance podcast April 4, 2022 fiduciary-responsibility plan-administration plan-design-and-structure plan-governance podcast Public Service Loan Forgiveness Program: Temporary Waivers Explained Join us to learn about the Public Service Loan Forgiveness … Education, Participant Engagement webinar March 17, 2022 education participant-engagement webinar 
EBRI Issue Brief – ESG Investment Options in Public DC Plans Increasing consideration of sustainable investing in retirement plans has been … Investment Menu, Public Retirement Research Lab (PRRL) study March 4, 2022 investments public-retirement-research-lab-prrl plan-design-and-structure data study 
Nationwide – The growth opportunity with Hispanic clients The growth opportunity with Hispanic clients: Special considerations and potential … 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 … 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 … 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 guide January 28, 2022 investments nagdca-government-affairs plan-design-and-structure guide 
The Next Generation of Financial Wellness Financial wellness programs are evolving quickly due to the embrace … Participant Engagement, Plan Administration, Plan Design, Plan Governance conference presentation January 3, 2022 participant-engagement plan-administration plan-design-and-structure plan-governance conference-presentation The Value of an Effective Participant Education Program One size certainly does not fit all when it comes … Communication, Education, Participant Engagement conference presentation January 3, 2022 communication education participant-engagement conference-presentation Public and Private – Exploring lessons learned from both sectors We know the public sector differs from the private sector … Plan Administration, Plan Design conference presentation January 3, 2022 plan-administration plan-design-and-structure conference-presentation Evolution of the DC Plan Menu Plan sponsor directed investment offerings have experienced many innovative changes … Investment Menu, Plan Design conference presentation January 3, 2022 investments plan-design-and-structure conference-presentation DB Pensions and DC Plans – Working in tandem to achieve financial security While defined benefit plans have steadily declined in the private … Plan Administration, Plan Design, Plan Governance conference presentation January 3, 2022 plan-administration plan-design-and-structure plan-governance conference-presentation Understanding Plan Fees and Value Propositions Reducing retirement plan costs is a commendable goal on the … Plan Administration, Plan Design conference presentation January 3, 2022 plan-administration plan-design-and-structure conference-presentation Improving Plan and Participant Outcomes through DEI Initiatives Diversity, equity, and inclusion (DEI) are more than just buzz … Participant Engagement, Plan Administration, Plan Design conference presentation January 3, 2022 participant-engagement plan-administration plan-design-and-structure conference-presentation 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 … Participant Engagement, Plan Administration, Plan Design, Public Retirement Research Lab (PRRL) conference presentation January 3, 2022 participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl data conference-presentation The Long View – Decumulation Solutions Interest in retirement income has skyrocketed in recent years highlighted … Investment Menu, Plan Administration, Plan Design conference presentation January 3, 2022 investments plan-administration plan-design-and-structure conference-presentation Make it Personal – Developing data-driven communications We live in a time when digital marketing moves fast, … Communication, Education, Participant Engagement, Technology conference presentation January 3, 2022 communication education participant-engagement technology conference-presentation Award Winner Showcase The Award Winner Showcase webinar features 2021 Leadership Award winners … Participant Engagement, Plan Administration, Plan Design award winner, case study, webinar November 10, 2021 participant-engagement plan-administration plan-design-and-structure award-winner case-study webinar 
2021 Leadership Award Winners Download the 2021 Leadership Awards booklet to learn about each … Participant Engagement, Plan Administration, Plan Design, Plan Governance award winner, case study August 31, 2021 participant-engagement plan-administration plan-design-and-structure plan-governance award-winner case-study 
Virginia Retirement System – VRS Interactive Virtual Tools As COVID-19 spread across the globe, out of an abundance … Participant Engagement, Technology award winner, case study July 28, 2021 participant-engagement technology award-winner case-study State of North Carolina – Enrollment Webpage Enhanced Experience The N.C. Department of State Treasurer (DST) administers three supplemental … Participant Engagement, Technology award winner, case study July 28, 2021 participant-engagement technology award-winner case-study State of Florida – Informational Videos-Enrollment Series The State of Florida Bureau of Deferred Compensation released a … Communication, Participant Engagement, Technology award winner, case study July 28, 2021 communication participant-engagement technology award-winner case-study 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 … Participant Engagement, Technology award winner, case study July 28, 2021 participant-engagement technology award-winner case-study City of Phoenix Deferred Compensation Plan – Virtual Financial Expo Each year we host an in-person Financial expo, conducting many … Participant Engagement, Technology award winner, case study July 28, 2021 participant-engagement technology award-winner case-study State Universities Retirement System of Illinois – Redesigning the Core Defined Contribution Plan With their members’ retirement security in mind, the State Universities … Investment Menu, Plan Administration, Plan Design award winner, case study July 28, 2021 investments plan-administration plan-design-and-structure award-winner case-study State of Wisconsin – Wisconsin Deferred Compensation Program Defined Benefit Estimate Pilot The Wisconsin Deferred Compensation Program (WDC) wanted to measure participant … Plan Administration, Plan Design award winner, case study July 28, 2021 plan-administration plan-design-and-structure award-winner case-study San Bernardino County – Investment Lineup Enhancements After the investment lineup enhancement, participants transferred only 0.06% of … Investment Menu, Plan Administration, Plan Design award winner, case study July 28, 2021 investments plan-administration plan-design-and-structure award-winner case-study 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 … Investment Menu, Plan Administration, Plan Design award winner, case study July 28, 2021 investments plan-administration plan-design-and-structure award-winner case-study 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 … Investment Menu, Plan Administration, Plan Design award winner, case study July 28, 2021 investments plan-administration plan-design-and-structure award-winner case-study NYC Health + Hospitals – COVID-19 2020 Education & Communications This initiative showcased how Prudential and NYC Health + Hospitals … Communication, Education, Participant Engagement award winner, case study July 28, 2021 communication education participant-engagement award-winner case-study Missouri State Employees’ Retirement System (MOSERS) – Automatic Increase Holiday Savings Campaign The State of Missouri Deferred Compensation Plan and the plan’s … Communication, Participant Engagement, Plan Features award winner, case study July 28, 2021 communication participant-engagement plan-features plan-design-and-structure award-winner case-study Employees Retirement System of Texas (ERS) – Summer Enrollment Campaign Knowing State of Texas employees will only have about 50% … Communication, Participant Engagement award winner, case study July 28, 2021 communication participant-engagement award-winner case-study 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) … Communication, Participant Engagement award winner, case study July 28, 2021 communication participant-engagement award-winner case-study State of North Carolina – Enrollment Campaign The N.C. Department of State Treasurer (DST) recognizes that enrollment … National Retirement Security Month, Participant Engagement award winner, case study July 28, 2021 nrsm participant-engagement award-winner case-study Metropolitan Transportation Authority – MTA Financial Wellness Challenge 2020 As a global pandemic set in, MTA essential workers experienced … National Retirement Security Month, Participant Engagement award winner, case study July 28, 2021 nrsm participant-engagement award-winner case-study Commonwealth of Massachusetts – Virtual Road Trip to Retirement In October 2020, the Massachusetts 457 Deferred Compensation SMART Plan … National Retirement Security Month, Participant Engagement award winner, case study July 28, 2021 nrsm participant-engagement award-winner case-study City of Los Angeles – NRSM 2020 – LA’s the Place! On October 1, 2020, the City of Los Angeles Deferred … National Retirement Security Month, Participant Engagement award winner, case study July 28, 2021 nrsm participant-engagement award-winner case-study California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month Campaign CalSTRS operates seven Member Service Centers throughout the state of … National Retirement Security Month, Participant Engagement award winner, case study July 28, 2021 nrsm participant-engagement award-winner case-study Virginia Retirement System – Virtual Pandemic Response In 2020, the world was forever changed by the coronavirus … Participant Engagement award winner, case study July 28, 2021 participant-engagement award-winner case-study State of Hawaii – Island $avings Plan Virtual Benefits Fair At the height of the Governor’s announcement on the stay-at-home … Participant Engagement award winner, case study July 28, 2021 participant-engagement award-winner case-study District of Columbia – DC Virtual Investment Fair District’s Office of Finance and Treasury and its Department of … Participant Engagement award winner, case study July 28, 2021 participant-engagement award-winner case-study County of Los Angeles – Ready, Set, Communicate! In March 2020, the County responded to pandemic-imposed constraints adopting … Communication, Participant Engagement award winner, case study July 28, 2021 communication participant-engagement award-winner case-study Bay Area Rapid Transit (BART) – Retirement Plans COVID-19 Response As an essential public transportation system serving the San Francisco … Participant Engagement award winner, case study July 28, 2021 participant-engagement award-winner case-study Trends and Considerations for ESG Investing in Governmental Defined Contribution Plans Join us for a discussion on Environmental, Social and Governance … 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 … Cybersecurity, Participant Services, Plan Administration, Plan Design, Plan Governance, Plan Services guide, template June 22, 2021 cybersecurity participant-services plan-administration plan-design-and-structure plan-governance plan-services guide template 
SECURE 2.0 Summary for Public Plan Sponsors On May 5, 2021, the House Ways and Means Committee … NAGDCA Government Affairs, Plan Design guide June 4, 2021 nagdca-government-affairs plan-design-and-structure guide 
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 … Public Retirement Research Lab (PRRL), Survey Data Reports study May 20, 2021 public-retirement-research-lab-prrl data study 
A Deep Dive into Public Sector Asset Allocation How can plan sponsors help participants make smart choices with … Public Retirement Research Lab (PRRL), Survey Data Reports study, webinar May 5, 2021 public-retirement-research-lab-prrl data study webinar 
DOL Issues Missing Participant Guidance On January 12, 2021, the U.S. Department of Labor (“DOL”) … NAGDCA Government Affairs guide May 5, 2021 nagdca-government-affairs guide 
The State of Public Sector DC Plans Study Snapshot Study Snapshot | Features findings from the Public Retirement Research … Public Retirement Research Lab (PRRL), Survey Data Reports study April 28, 2021 public-retirement-research-lab-prrl data study 
DOL Cybersecurity Guidance – Key Takeaways for Plan Sponsors and Service Providers On April 14, 2021, the Department of Labor’s Employee Benefits … Cybersecurity, NAGDCA Government Affairs guide April 22, 2021 cybersecurity nagdca-government-affairs plan-governance guide 
The State of Public Sector DC Plans: A First Look at the PRRL Database Report reveals initial look at public sector DC plan account … Public Retirement Research Lab (PRRL), Survey Data Reports study February 25, 2021 public-retirement-research-lab-prrl data study A Closer Look at Federal Legislation to Improve Outcomes for 403(b) Plan Participants Join us for a conversation to explore the Public Service … Investment Menu, NAGDCA Government Affairs, Plan Design webinar February 11, 2021 investments nagdca-government-affairs plan-design-and-structure webinar 
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, … Public Retirement Research Lab (PRRL) study, webinar January 28, 2021 public-retirement-research-lab-prrl data study webinar Post-election Webinar: What’s Ahead for Public Sector DC Plans in 2021? Our panel of speakers reflects on the recent election and … NAGDCA Government Affairs webinar December 9, 2020 nagdca-government-affairs webinar 
2020 Participant Engagement and Communications Survey Report In June and July 2020, NAGDCA conducted an online survey … Communication, Education, Participant Engagement, Survey Data Reports, Technology case study, study December 7, 2020 communication education participant-engagement data technology case-study study 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 conference presentation October 26, 2020 participant-engagement participant-services plan-administration plan-features plan-services plan-design-and-structure conference-presentation 
PRRL – Impact of CARES Act Distribution Provisions on Public Sector DC Plans This report contains key findings from the Public Retirement Research … Public Retirement Research Lab (PRRL), Survey Data Reports study October 20, 2020 public-retirement-research-lab-prrl data study Retirement Income: Funding the encore NAGDCA Connect – October 2020 | NAGDCA members work hard … Investment Menu, Participant Services, Plan Design, Plan Features conference presentation October 19, 2020 investments participant-services plan-design-and-structure plan-features conference-presentation To catch a thief: Fraud and cybersecurity in a connected world NAGDCA Connect – October 2020 | Hacking, breaches, viruses, ransomware … Cybersecurity, Plan Governance conference presentation October 14, 2020 cybersecurity plan-governance conference-presentation Seeking the Holy Grail – Holistic Financial Wellness NAGDCA Connect – October 2020 | COVID-19 has put a … Participant Engagement, Plan Administration, Plan Design conference presentation October 14, 2020 participant-engagement plan-administration plan-design-and-structure conference-presentation Auto Features: Set it and forget it? NAGDCA Connect – October 2020 | Automatic enrollment is one … Plan Design, Plan Features conference presentation October 14, 2020 plan-design-and-structure plan-features conference-presentation Talk is cheap: How to drive change through strategic communications NAGDCA Connect – October 2020 | All employees must understand … Communication, Participant Engagement conference presentation October 12, 2020 communication participant-engagement conference-presentation Show me the money – a focus on fees NAGDCA Connect – October 2020 | In recent years, government … Plan Administration, Plan Governance, Plan Services, RFPs conference presentation October 7, 2020 plan-administration plan-governance plan-services rfp conference-presentation Practical Innovations – Easy Ways to Turbocharge Your Program NAGDCA Connect – October 2020 | Who knew stepping outside … Participant Engagement, Plan Administration, Plan Design, Plan Governance conference presentation October 7, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance conference-presentation At a crossroads: Health and Wealth NAGDCA Connect – October 2020 | Public sector retirement plans … Investment Menu, Participant Services, Plan Administration, Plan Design conference presentation October 7, 2020 investments participant-services plan-administration plan-design-and-structure conference-presentation The way forward: Why diversity and inclusion matters NAGDCA Connect – October 2020 | Is retirement a demographically … Participant Engagement, Plan Administration, Plan Governance conference presentation October 5, 2020 participant-engagement plan-administration plan-governance conference-presentation 
2020 Leadership Award Winners This publication contains details about each of the 2020 Leadership … Participant Engagement, Plan Administration, Plan Design, Plan Governance award winner, case study September 10, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance award-winner case-study 
Guidance on Statement No. 97, New GASB Accounting Standard Impacting 457 Plans Recently, the Governmental Accounting Standards Board (GASB) announced Statement No. 97, Certain … NAGDCA Government Affairs guide August 12, 2020 nagdca-government-affairs guide 
City of Los Angeles Deferred Compensation Plan – The Best Plans are with your Friends What good is the best plan without your best friends? … National Retirement Security Month award winner, case study July 22, 2020 nrsm award-winner case-study State of Hawaii & State of Vermont – Go Green The Island $avings Plan and State of Vermont Retirement Plan, … Participant Engagement, Technology award winner, case study July 22, 2020 participant-engagement technology award-winner case-study 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 … Participant Engagement, Technology award winner, case study July 22, 2020 participant-engagement technology award-winner case-study Johnson County, Kansas – Expanding Wellness Incentive Program by Incorporating Financial Wellness Johnson County’s “Your Wellness Matters” Program lowers the health care … Participant Engagement, Technology award winner, case study July 22, 2020 participant-engagement technology award-winner case-study City of Austin – A Targeted Solution Encouraging Enrollment and Saving The City of Austin Deferred Compensation Plan Committee understands that … Participant Engagement, Technology award winner, case study July 22, 2020 participant-engagement technology award-winner case-study State of North Carolina – Importance of Employer Contributions One of the North Carolina Department of State Treasurer’s (NC … Plan Design, Plan Features award winner, case study July 22, 2020 plan-design-and-structure plan-features award-winner case-study County of San Bernardino – Automatic Enrollment Plan Design Enhancement In July 2019, the County of San Bernardino (the County) … Plan Design, Plan Features award winner, case study July 22, 2020 plan-design-and-structure plan-features award-winner case-study Commonwealth of Massachusetts – SMART Plan Active Choice Enrollment Form with Auto-Increase Option The Massachusetts 457 Deferred Compensation SMART Plan, in collaboration with … Plan Design, Plan Features award winner, case study July 22, 2020 plan-design-and-structure plan-features award-winner case-study State of Hawaii – Island $avings Plan’s Action-based Educational Program How do you capture participants’ attention and make the communication … Communication, Education, Participant Engagement award winner, case study July 22, 2020 communication education participant-engagement award-winner case-study Oregon Public Employees Retirement System (PERS) – Participant Education & Communication Campaign Beginning in January 2019, the PERS/OSGP marketing strategy focused on … Communication, Participant Engagement award winner, case study July 22, 2020 communication participant-engagement award-winner case-study Metropolitan Water District of Southern California – Save More, Do More Campaign In 2019, the Metropolitan Water District of Southern California (MWD) … Communication, Participant Engagement award winner, case study July 22, 2020 communication participant-engagement award-winner case-study Employees Retirement System of Texas – Level Up Your Retirement Campaign Knowing State of Texas employees will only have about 50% … Communication, Participant Engagement award winner, case study July 22, 2020 communication participant-engagement award-winner case-study County of San Diego – 2019 Sheriffs Retention Campaign The average monthly participant rollout from the County Deferred Compensation … Communication, Participant Engagement award winner, case study July 22, 2020 communication participant-engagement award-winner case-study 
Introduction to Public Sector Defined Contribution Plans This four-part publication is designed to help new plan sponsors, … Participant Engagement, Plan Administration, Plan Design, Plan Governance guide July 8, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance guide 
PRRL – Meaningful Differences in Public Employee Tenure by Geographic Region Study Snapshot | A recent PRRL Research Study titled “Trends … Public Retirement Research Lab (PRRL), Survey Data Reports study June 18, 2020 public-retirement-research-lab-prrl data study 
Introducing the Public Retirement Research Lab: Defining the Future of Public Sector Retirement In late 2019, we announced the creation of the Public … Public Retirement Research Lab (PRRL) study, webinar June 18, 2020 public-retirement-research-lab-prrl data study webinar 
PRRL – Long-Tenure Workers a Much Greater Force in Public-Sector Plans Study Snapshot | Employee tenure is a critically important topic … Public Retirement Research Lab (PRRL), Survey Data Reports study May 21, 2020 public-retirement-research-lab-prrl data study 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 webinar May 14, 2020 communication participant-engagement plan-design-and-structure plan-features plan-services plan-administration webinar 
Techniques for Increasing Enrollment An overview of successful enrollment initiatives from 2019 NAGDCA Leadership … Communication, Education, Participant Engagement guide May 14, 2020 communication education participant-engagement guide 
PRRL- Trends in Public-Sector Employee Tenure Study Snapshot We’re delighted to announce the first study from the Public … Public Retirement Research Lab (PRRL), Survey Data Reports study May 7, 2020 public-retirement-research-lab-prrl data study Legislative Update Our panel shared an update on NAGDCA’s 2020 legislative priorities, … NAGDCA Government Affairs, Plan Administration, Plan Governance webinar April 30, 2020 nagdca-government-affairs plan-administration plan-governance webinar Cybersecurity Considerations for Plan Sponsors Join DCIIA, NAGDCA and the SPARK Institute for an exclusive … Cybersecurity, Plan Governance webinar April 22, 2020 cybersecurity plan-governance webinar 
A Conversation with Keith Overly, retired Executive Director of Ohio Deferred Compensation Keith Overly, recently retired from Ohio Deferred Compensation, shares his … Plan Administration, Plan Governance membership, webinar April 20, 2020 plan-administration plan-governance membership webinar 
NRSM Logo National Retirement Security Month logo for use in promotional items. … 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 … Communication, Participant Engagement, Plan Governance webinar April 9, 2020 communication participant-engagement plan-governance webinar 
CARES Act Analysis The CARES Act is wide-ranging legislation aimed at partially alleviating … NAGDCA Government Affairs guide April 3, 2020 nagdca-government-affairs guide 
COVID-19 Resources Across the country your friends and colleagues in NAGDCA are … Participant Engagement, Plan Administration, Plan Design, Plan Governance guide March 20, 2020 participant-engagement plan-administration plan-design-and-structure plan-governance guide 
Facing Down the Most Damaging Risks to Your Plan’s Reputation As a public sector DC plan sponsor, what keeps you … Fiduciary Responsibility, Plan Governance webinar November 20, 2019 fiduciary-responsibility plan-governance webinar 
NAGDCA 2019 Perspectives In Practice Survey Detailed Report 2019 NAGDCA Benchmarking Survey Report Benchmarking Archives, Survey Data Reports study November 13, 2019 benchmarking-archives data study 
Retaining Retirees and Those Nearing Retirement Participants have spent decades preparing for the much-anticipated day they … Communication, Education, Participant Engagement, Plan Design conference presentation September 11, 2019 communication education participant-engagement plan-design-and-structure conference-presentation 
Financial Wellness Historically, wellness was comprised solely of physical health and plan … Communication, Participant Engagement, Participant Services, Plan Design conference presentation September 11, 2019 communication participant-engagement participant-services plan-design-and-structure conference-presentation 
Asset Allocation Techniques during the Accumulation Phase The first question most participants have once they elect to … Investment Menu, Plan Design conference presentation September 11, 2019 investments plan-design-and-structure conference-presentation 
Keynote Speaker – Dr. Shlomo Benartzi The Digital Fiduciary: Online Behavior and Retirement Success In this … Participant Engagement, Technology conference presentation September 10, 2019 participant-engagement technology conference-presentation 
Fiduciary Diligence, Best Practices, Lawsuits and Lessons Learned It is essential for plan sponsors to understand their fiduciary … Fiduciary Responsibility, Plan Administration, Plan Governance, Plan Services conference presentation September 10, 2019 fiduciary-responsibility plan-administration plan-governance plan-services conference-presentation 
Cyber Security Cyber security is simultaneously one of the most pressing, and … Cybersecurity, Plan Governance conference presentation September 9, 2019 cybersecurity plan-governance conference-presentation 
Leveraging Technology and Participant Tools New technology continues to alter everything in our lives, including … Participant Engagement, Participant Services, Technology conference presentation September 9, 2019 participant-engagement participant-services technology plan-design-and-structure conference-presentation 
How DB Plan Pressures Impact DC Plans For many, a key benefit of working in the public … Plan Administration, Plan Design conference presentation September 9, 2019 plan-administration plan-design-and-structure conference-presentation 
Fees and the RFP Process The formal Request for Proposal (RFP) process can be a … Plan Administration, Plan Services, RFPs conference presentation September 9, 2019 plan-administration plan-services rfp conference-presentation 
Successful Communication Campaigns The concept of retirement can be difficult for many participants … Communication, Participant Engagement conference presentation September 9, 2019 communication participant-engagement conference-presentation 
Role of Fixed Income Investments in a Portfolio Fixed income investments can play several key roles in a … Investment Menu, Plan Design conference presentation September 9, 2019 investments plan-design-and-structure conference-presentation 
Equity Investment Options Equities can play a pivotal role in the long-term success … Investment Menu, Plan Design conference presentation September 9, 2019 investments plan-design-and-structure conference-presentation 
Keynote Speaker – Matt Johnson, The Impossible Company The Impossible Dream: How Storytelling Transforms Us In this keynote, … Communication, Participant Engagement conference presentation September 9, 2019 communication participant-engagement conference-presentation 
Board/Committee Membership, Governance & Best Practices Proper plan oversight and operation is essential in maintaining governance … Board/Committee Members, Fiduciary Responsibility, Plan Governance conference presentation September 8, 2019 board-members fiduciary-responsibility plan-governance conference-presentation 
Intro to DC Plans Learn about the primary concepts related to achieving successful outcomes … Participant Engagement, Plan Administration, Plan Design, Plan Governance conference presentation September 8, 2019 participant-engagement plan-administration plan-design-and-structure plan-governance conference-presentation 
State of New Hampshire – National Retirement Security Month Starting October 1 through October 31, 2018, the New Hampshire … National Retirement Security Month award winner, case study August 7, 2019 nrsm award-winner case-study State of Hawaii – Maui Employee Benefits Fair Celebrates National Retirement Security Week The Island $avings Plan held an employee benefits fair to … National Retirement Security Month award winner, case study August 7, 2019 nrsm award-winner case-study Oregon Public Employees Retirement System (PERS) – Explore Your Financial Future – PERS/OSGP Expo ’18 The Oregon Public Employees Retirement System (PERS) and the Oregon … National Retirement Security Month award winner, case study August 7, 2019 nrsm award-winner case-study ERS of Texas – Texa$aver Get Financially Fit National Retirement Security Month Campaign In October 2018, ERS wanted to educate and inform participants … National Retirement Security Month award winner, case study August 7, 2019 nrsm award-winner case-study City of Los Angeles Deferred Compensation Plan – NRSW “Name That Year!” National Retirement Security Week is a perfect opportunity to engage … National Retirement Security Month award winner, case study August 7, 2019 nrsm award-winner case-study Virginia Retirement System – Hybrid 457 Deferred Compensation Plan Voluntary Contribution Savings Initiative In 2018, the Virginia Retirement System (VRS) successfully promoted the … Participant Engagement, Technology award winner, case study August 7, 2019 participant-engagement technology award-winner case-study State of California Savings Plus – One Minute Video Multichannel Campaign Savings Plus produced five “One Minute Videos” that generated over … Communication, Participant Engagement, Technology award winner, case study August 7, 2019 communication participant-engagement technology award-winner case-study Ohio Deferred Compensation – Crowdsourcing for Website Design One of Ohio Deferred Compensation’s unique aspects is its internally … Participant Engagement, Technology award winner, case study August 7, 2019 participant-engagement technology award-winner case-study Nassau County Deferred Compensation Plan – Web Registration and Financial Wellness Online Platform Upgrade According to a 2016 PWC Employee Financial Wellness survey, 78% … Participant Engagement, Technology award winner, case study August 7, 2019 participant-engagement technology award-winner case-study City of Austin – Automated Emails and Digital Enroll Campaign Knowing their participants and employees prefer digital forms of communication, … Communication, Participant Engagement, Technology award winner, case study August 7, 2019 communication participant-engagement technology award-winner case-study Wyoming Retirement System – Deemed IRA The Wyoming Retirement System had known of the benefits of … Investment Menu, Plan Design award winner, case study August 7, 2019 investments plan-design-and-structure award-winner case-study State of North Carolina – GoalMaker 2.0 Implementation & Investment Changes Plan design changes are a fact of life. Yet launching … Investment Menu, Plan Design award winner, case study August 7, 2019 investments plan-design-and-structure award-winner case-study San Mateo County – Automatic Enrollment & Auto-Escalate to Boost Savings Rates In 2016, San Mateo County implemented a provision to automatically … Plan Design, Plan Features award winner, case study August 7, 2019 plan-design-and-structure plan-features award-winner case-study New York State Deferred Compensation Plan – Online Enrollment Solution Launch As the nation’s largest deferred compensation plan, the complexity of … Participant Services, Plan Design award winner, case study August 7, 2019 participant-services plan-design-and-structure award-winner case-study MOSERS – Transitioning Education Specialists to MOSERS Employees In July 2017, the State of Missouri Deferred Compensation Plan … Participant Services, Plan Design, Plan Services award winner, case study August 7, 2019 participant-services plan-design-and-structure plan-services plan-administration award-winner case-study 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 … Communication, Education, Participant Engagement award winner, case study August 7, 2019 communication education participant-engagement award-winner case-study Southeastern Pennsylvania Transportation Authority (SEPTA) – Transition Campaign The Southeastern Pennsylvania Transportation Authority (SEPTA) provides public transit services … Communication, Education, Participant Engagement, Participant Services, Plan Services award winner, case study August 7, 2019 communication education participant-engagement participant-services plan-services plan-design-and-structure plan-administration award-winner case-study NYC Health + Hospitals – Enrollment Campaign This multimedia campaign was developed to increase participation in the … Communication, Education, Participant Engagement award winner, case study August 7, 2019 communication education participant-engagement award-winner case-study ERS of Texas – Texa$aver Two-Step Campaign When ERS wanted to educate and inform eligible state employees … Communication, Education, Participant Engagement award winner, case study August 7, 2019 communication education participant-engagement award-winner case-study City of Milwaukee – 2018 Healthy Rewards Program During 2018, the City of Milwaukee included the Deferred Compensation … Communication, Education, Participant Engagement, Participant Services award winner, case study August 7, 2019 communication education participant-engagement participant-services plan-design-and-structure award-winner case-study 
Goals, Data, and Improving Participant Outcomes Presenter Daniel Powell, Senior Personnel Analyst with the City of … Participant Engagement, Participant Services, Technology webinar July 10, 2019 participant-engagement participant-services technology plan-design-and-structure webinar 
Data-Driven Communication Strategies Presenter Jeff Hutson, Chief Communication Officer of Indiana Public Retirement … Communication, Participant Engagement, Technology webinar April 10, 2019 communication participant-engagement technology webinar 
Automatic Enrollment Map The purpose of the NAGDCA Automatic Enrollment Map is to … Plan Design, Plan Features study January 4, 2019 plan-design-and-structure plan-features study 
Ignite NAGDCA 2018 This session featured a series of rapid-fire presentations from representatives … Participant Engagement, Plan Administration, Plan Design, Plan Governance conference presentation September 26, 2018 participant-engagement plan-administration plan-design-and-structure plan-governance conference-presentation 
Keynote Speaker – Punam Keller, Tuck School of Business at Dartmouth Feelings and Choice Our inability or reluctance to make very … Participant Engagement conference presentation September 26, 2018 participant-engagement conference-presentation 
Success by Design: Innovation in Investment Lineups and Plan Design Investment lineups and plan design are two critical parts of … Investment Menu, Plan Design, Plan Features conference presentation September 25, 2018 investments plan-design-and-structure plan-features conference-presentation 
Holistic Retirement: Money, Purpose, Health There is more to a happy retirement than just the … Participant Engagement, Plan Design conference presentation September 25, 2018 participant-engagement plan-design-and-structure conference-presentation 
Best Practices & Lessons Learned from Private Sector Defined Contribution Plans Although governmental defined contribution plans are not subject to the … Plan Administration, Plan Design, Plan Governance conference presentation September 25, 2018 plan-administration plan-design-and-structure plan-governance conference-presentation 
Generational Education & Communication Why is it beneficial to provide specialized education to different … Communication, Education, Participant Engagement conference presentation September 25, 2018 communication education participant-engagement conference-presentation 
Keynote Speaker – Gary DeMoss, Invesco Consulting ReDefined Contribution Plans: Engaging Participants with Clarity How can you … Communication, Participant Engagement, Technology conference presentation September 25, 2018 communication participant-engagement technology conference-presentation 
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 … Cybersecurity, Plan Governance conference presentation September 24, 2018 cybersecurity plan-governance conference-presentation 
Winning Enrollment Techniques and Challenges Is the size of your eligible and not participating population … Communication, Participant Engagement, Plan Design, Plan Features, Technology conference presentation September 24, 2018 communication participant-engagement plan-design-and-structure plan-features technology conference-presentation 
Identifying & Solving for Retirement Income – What to do with that retirement nest egg… Defined contribution plan sponsors have developed many strategies for helping … Participant Engagement, Participant Services, Plan Design conference presentation September 24, 2018 participant-engagement participant-services plan-design-and-structure conference-presentation 
ESG – Environmental, Social and Governance Investment Criteria Today it appears that ESG investing is here to stay … Investment Menu, Plan Design conference presentation September 24, 2018 investments plan-design-and-structure conference-presentation 
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 conference presentation September 24, 2018 cybersecurity plan-governance conference-presentation 
Intro to DC Plans This program focuses on the primary concepts related to achieving … Participant Engagement, Plan Administration, Plan Design, Plan Governance conference presentation September 23, 2018 participant-engagement plan-administration plan-design-and-structure plan-governance conference-presentation 
NAGDCA 2018 Perspectives In Practice Survey Summary Report 2018 NAGDCA Benchmarking Survey Summary Report Benchmarking Archives, Survey Data Reports study August 13, 2018 benchmarking-archives data study 
Graduate from Your Student Loans This four page publication developed for participants by the 2018 … Communication, Participant Engagement template August 10, 2018 communication participant-engagement template 
Reaching Retirement Readiness This four page publication developed for participants by the 2018 … Communication, Participant Engagement template August 8, 2018 communication participant-engagement template 
Measuring Success/Benchmarking NAGDCA’s first webinar of 2018 covers the topic of measuring … Participant Engagement, Plan Administration, Plan Design webinar March 22, 2018 participant-engagement plan-administration plan-design-and-structure webinar 
Successful Strategy for Effective Marketing Initiatives With better engagement strategies, plans will note increased participation, higher … Communication, Participant Engagement guide September 13, 2017 communication participant-engagement guide 
NAGDCA 2017 Perspectives In Practice Detailed Report 2017 NAGDCA Benchmarking Survey Report Benchmarking Archives, Survey Data Reports study August 13, 2017 benchmarking-archives data study 
Cybersecurity: Are Public DC Plans At Risk? Defined contribution plan participants face an ever-evolving, ever-changing landscape of … Cybersecurity guide June 12, 2017 cybersecurity plan-governance guide 
IRS Audits This white paper explores how employers can prepare for an … Plan Administration guide September 12, 2016 plan-administration guide 
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 Responsibility, Plan Governance guide, template August 12, 2016 fiduciary-responsibility plan-governance guide template 
NRSW – Your Whole Story Campaign Materials In 2016, NAGDCA engaged NARPP to develop a communications theme … National Retirement Security Month template July 16, 2016 nrsm template 
Using Auto-Enroll to Improve Participant Outcomes Employees tend to look for guidance from their employer when … Participant Engagement, Plan Design, Plan Features guide June 12, 2016 participant-engagement plan-design-and-structure plan-features guide 
Plan Transition Best Practices Guide This “Best Practices Guide – Plan Transition” publication is one … Plan Administration, Plan Services, RFPs guide July 23, 2014 plan-administration plan-services rfp guide 
Plan Sponsor Education Best Practices Guide This “Best Practices Guide – Plan Sponsor Education” publication is … Plan Administration guide September 23, 2013 plan-administration guide 
Participant Engagement Best Practices Guide This “Best Practices Guide – Participant Engagement” publication is one … Communication, Education, Participant Engagement, Technology guide September 23, 2013 communication education participant-engagement technology guide 
Plan Design Best Practices Guide This “Best Practices Guide – Plan Design” publication is one … Investment Menu, Participant Services, Plan Design, Plan Features guide September 23, 2013 investments participant-services plan-design-and-structure plan-features guide 
Plan Governance Best Practices Guide This “Best Practices Guide – Plan Governance” publication is one … Board/Committee Members, Cybersecurity, Fiduciary Responsibility, Plan Governance guide September 23, 2013 board-members cybersecurity fiduciary-responsibility plan-governance guide 
Plan Administration Best Practices Guide This “Best Practices Guide – Plan Administration” publication is the … Plan Administration, Plan Services, RFPs guide September 23, 2013 plan-administration plan-services rfp guide 
Fiduciary Checklist This checklist has been prepared to identify the 35 key … Fiduciary Responsibility, Plan Governance December 12, 2006 fiduciary-responsibility plan-governance