Best Practice Guide to Plan Structure and Design:
In this section, we will review choices with respect to some of the key services and features that can be incorporated into your plan, as well as some considerations for establishing or modifying your plan’s investment menu.
Plan Structure and Design Section Links
Use the links below to navigate to any section of the Best Practices Guide to Plan Structure and Design. You are required to log in to your NAGDCA account to view the sections listed below:
INTRODUCTION
PARTICIPANT SERVICES
• HARDSHIPS & UNFORESEEABLE EMERGENCY WITHDRAWALS
• LOANS
• INVESTMENT ADVICE
• ROLLOVERS
• ROTH OPTIONS
• AUTOMATIC PLAN FEATURES
• EMPLOYER MATCH
• INVESTMENT POLICY STATEMENTS
• CORE INVESTMENT MENU
• ACCOUNT STRUCTURE
• FEE TRANSPARENCY