NAGDCA Connect is an online learning series consisting of webinars and interactive discussion sessions. These virtual engagement events are designed to provide opportunities for members to connect in an online setting, and to deliver insight from industry professionals about the issues directly impacting public sector DC plans right now — and how to manage them moving forward. Check out our upcoming events below or access the webinar archive to find past presentations.

Upcoming Events

Peer-to-Peer Exchanges

Government Members Only

Join fellow government members for live roundtable discussions that provide an opportunity for plan sponsors to connect in an informal virtual setting to discuss challenges, ideas, and lessons learned. Beginning in February, NAGDCA will host a P2P Exchange every other month for the remainder of 2022 and we encourage you to participate in as many sessions as you’d like.

Have something in mind that you’d like to discuss with your peers? Submit a topic or question on the registration form.

Don’t miss this opportunity to connect virtually with your peers – click on your preferred dates below to register!

NAGDCA Connect | P2P Exchange
Tuesday, October 25 | 4:00-5:00 p.m. ET

CLICK HERE to register.

NAGDCA Connect | P2P Exchange
Wednesday, December 14 | 3:00-4:00 p.m. ET

CLICK HERE to register.

Connect Conversations

Government Members Only

Government Members are invited to attend NAGDCA’s newest event series – Connect Conversations, engaging discussions with NAGDCA and industry thought-leaders. The events provide the opportunity for dialogue between NAGDCA leadership and thought-leaders addressing current trends and challenges in public DC plans. While programs will be recorded and available on-demand, members are also invited to join Connect Conversations live and participate in a Q&A exchange with our expert guest(s) following the discussion.

Click below to register!
Past Connect Conversations are available online here and wherever you get your podcasts.

Recordkeeping RFP Process
Wednesday, August 24 | 2:30-3:30 p.m. ET

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 Peacock will join NAGDCA Executive Director Matt Petersen to discuss the process from start to finish. Jacob will talk about where to start, what to expect during the process, common pitfalls, and what to think about if you select a new service provider.

Government members are invited to join to share your experience and ask questions about your specific situation.

Click here to access the recording.
Auto Enrollment Legislation Guidance
Thursday, May 26 | 3:00-4:00 p.m. ET
Join NAGDCA Executive Director Matt Petersen and Executive Board Member-at-Large, Christina Elliott, for a conversation about auto enrollment. Christina will share her experience securing auto enrollment legislation for the Ohio Deferred Compensation Plan and offer tips for other plans considering pursuing similar state legislation.

Following the conversation, attendees will have the opportunity to submit questions and participate in the discussion.

Click here to access the recording.
Retirement Income and Fiduciary Considerations
Featuring Matt Petersen, NAGDCA & Michael Kreps, Groom Law Group

Tuesday, March 22 | 2:00-3:00 p.m. ET

Join NAGDCA Executive Director, Matt Petersen and Principal at Groom Law Group, Michael Kreps on March 22 for a conversation about evaluating retirement income options through a public sector fiduciary lens.

Michael recently published a paper titled, Guaranteeing a Secure Retirement: A Practical Guide for Selecting DC Plan Lifetime Income Options. He and Matt will discuss ways that public plan sponsors can adapt lessons from the private sector and evaluate the rapidly growing list of retirement income options to suit their unique plan circumstances.

Following the conversation, attendees will have the opportunity to submit questions and participate in discussion.

Click here to access the recording.

Recent Events

Board and Committee Governance and Best Practices

Thursday, July 14 | 2:00-3:00 p.m. ET

VIEW RECORDING

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 (or committee), usually appointed under the governing authority of the plan sponsor. Join us on Thursday, July 14 for a webinar dedicated to assisting those that serve on or support a board or committee with their fiduciary and/or governance duties.

Learn about committee and Board membership, roles of the Board versus roles of administrative staff, committee and Board structures, fiduciary duty and responsibility, and more.

FEATURING:

MODERATOR:
Gordon Tewell
Principal
Innovest

PANELIST:
Art Cuaron
Pension and Benefits Administrator
City of Tucson

PANELIST:
Katie Girardi
Retirement Plan Administrator
Oklahoma Municipal Retirement Fund

Gordon Tewell, CFA, CPC, QKA | Principal, Innovest

Gordon joined Innovest in 2008 and is a Principal, Consultant, and a member of Innovest’s Retirement Plan Practice Group. Gordon is an occasional speaker at industry conferences including the PLANSPONSOR Annual Conference, PLANADVISOR Annual Conference, the National Association of Governmental Plan Administrators (NAGDCA) Annual Conference, the Colorado Public Plan Conference and the Rocky Mountain Benefit Plans Conference.  Gordon has more than 25 years of retirement plan industry experience.

At Innovest, Gordon provides institutional consulting services to committees and boards of various types of retirement plans, both corporate and public-sector. Due to his expertise in retirement plan design and management and in-depth understanding of Internal Revenue Code and Department of Labor rules and regulations, his responsibilities include consulting on plan design and features, plan health and retirement readiness, fiduciary responsibilities and protection, plan benchmarking, vendor search analysis, and investment menu design and implementation.

Gordon is a graduate of Colorado State University, graduating with a Bachelor of Science degree in economics. Gordon is a Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of Colorado. Additionally, Gordon has received the Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations from the American Society of Pension Professionals and Actuaries (ASPPA). He is a member of ASPPA, the Denver Chapter of the Western Pension and Benefits Conference and a founding Board member of the Colorado Public Plan Coalition.

Katie Girardi, Retirement Plan Administrator, Oklahoma Municipal Retirement Fund

Katie is responsible for on-site retirement education to participants and training Member municipalities regarding plan administration, plan design, and enhancements.

Prior to joining OkMRF, Katie was a financial services/team leader for American Fidelity. Katie has obtained FINRA Series 7, NASAA Series 66 and Oklahoma State Insurance licenses. She is also LEAN leadership certified and is a graduate of University of Central Oklahoma with a Bachelor of Business in Finance and a Bachelor of Business in Accounting. She has a Certificate of Achievement in Public Plan Policy. Katie has worked with OkMRF since August 2016.

Art Cuaron, Pension and Benefits Administrator, City of Tucson

  • 15 years of municipal finance experience
    • Master’s Business Administration – University of Phoenix
    • Bachelor of Science in Business Administration – University of Arizona
  • 9+ years with the City of Tucson
    • Pension & Benefits Administrator since June 2017
  • Oversight of City’s defined benefit plan, deferred compensation plan(s) and administration of City health and wellness benefit programs
    • Tucson Supplemental Retirement System Board of Trustees
    • Deferred Compensation Management Board
    • Self-Insured Health Benefits Trust Board

Public Service Loan Forgiveness Program:
Temporary Waivers Explained

Wednesday, March 16 | 3:00-4:00 p.m. ET

View Recording

Join us on March 16 to learn about the Public Service Loan Forgiveness (PSLF) program and the eligibility requirements. The speakers will explain the temporary waivers announced in October 2021 that address many of the barriers that public sector employees faced in the past, such as having the wrong loan type or making payments on the wrong payment plan. This short-term waiver ends on October 31, 2022, meaning that borrowers must take action on or before the expiration date to benefit.

Learn how to help employees and participants take advantage of the relaxed requirements and discover the impact student loan debt support can have on employee retention.

FEATURING:

MODERATOR:
Beth Conradson Cleary
Executive Director
City of Milwaukee

PANELIST:
Bradford Carman
Director – Solutions Product Management
AIG Retirement Services

PANELIST:
Betsy Mayotte
President and Founder
The Institute of Student Loan Advisors (TISLA)

Beth Cleary, Executive Director, City of Milwaukee

Ms. Cleary has served as the Executive Director of the City of Milwaukee’s nearly $1 billion 457(b) Deferred Compensation Retirement Plan since 2017, following a six-month term as the Plan’s interim ED. Previously, she served for five years as the Deputy Director of the City of Milwaukee $5+ billion pension fund, the Employees’ Retirement System (ERS)—one of three public pension systems in the state of Wisconsin. Prior to that, Ms. Cleary was an Assistant City Attorney for Milwaukee, where she served as general counsel to the ERS for over five years.

Ms. Cleary earned her BA from Creighton University; her MA in Bioethics from the Medical College of WI; and her JD and Graduate Certificate in Dispute Resolution from Marquette University Law School, where she served as Editor in Chief of the Marquette Elder’s Advisor Law Journal.

Bradford Carman, Director – Solutions Product Management, AIG Retirement Services

Brad is the Director, Solutions Product Management at AIG Retirement Services. He has been in the financial services industry for over 20 years working with individual clients, plan sponsors and advisors.

Brad currently manages product solutions as part of AIG Retirement Services Individual and Plan Financial Wellness. He frequently works with plan sponsors to develop communication and education strategies to educate employees on the available student loan forgiveness programs within their industry and participates in the national webinars hosted by AIG Retirement Services for their clients.

He is a graduate of Babson College and currently resides in Arlington, MA.

Betsy Mayotte,  President and Founder, The Institute of Student Loan Advisors (TISLA)

Betsy is the President and Founder of The Institute of Student Loan Advisors (TISLA). She has been working in the student loan industry doing compliance and advocacy work for over 20 years and has helped thousands of borrowers with their student loans.

Betsy has served as a primary negotiator for several federal Title IV negotiated rulemaking sessions on topics such as the use of student loans at foreign schools, loan rehabilitation and borrower defense to repayment. In addition, Mayotte frequently conducts regulatory trainings for the higher education financing industry both in the United States and as far away as the United Kingdom, Canada, Australia and New Zealand. She is regularly quoted in the media on student loan issues including the Washington Post, New York Times, Wall Street Journal and the Boston Globe.  Betsy was born and raised in Lowell, MA and currently lives in Plymouth, MA.