Plan Structure and Design

Plan Structure and Design2019-01-08T10:45:28+00:00

Best Practice Guide to Plan Structure and Design:

Plan sponsors are presented with a dizzying array of choices with respect to how to design a defined contribution plan. In this chapter, we will review choices with respect to some of the key services and features that can or should 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 INTRODUCTION

HARDSHIPS & UNFORESEEABLE EMERGENCY WITHDRAWALS
LOANS
INVESTMENT ADVICE

PLAN FEATURES

ROLLOVERS
ROTH OPTIONS
AUTOMATIC PLAN FEATURES
EMPLOYER MATCH

INVESTMENT MENU DESIGN

INVESTMENT POLICY STATEMENTS
CORE INVESTMENT MENU
ACCOUNT STRUCTURE
MANAGED ACCOUNT FEES
FEE TRANSPARENCY