NAGDCA has developed a series of webinars on diverse topics affecting the plan sponsor community. These webinars are designed to include key information to help members measure success, offer insights on legislative updates, and provide information on fiduciary rulings. Check out our upcoming webinars below or access the webinar archive to find past presentations relating a number of government defined contribution plan topics.
Facing Down the Most Damaging Risks to Your Plan’s Reputation
Wednesday, November 20 | 3:00 pm – 4:00 pm ET
As a public sector DC plan sponsor, what keeps you up at night? If you are like many sponsors, operational risk, a broad and complex category of potential exposures, will be that demon – because, without adequate oversight and a well-thought-out set of preparations to implement, you might face a significant loss of reputation or worse due to the actions of others including your vendors. Failures of record keepers and investment managers, data security practices, transaction processing and other technology, and financial reporting could put your plan – and you as the fiduciary – in the crosshairs.
For retirement plans, investment risk and longevity risk tend to receive the most attention from the media and stakeholders alike. However, as defined contribution (DC) plans continue to grow in size and complexity, sponsors need to strengthen their focus on operational risk. This webinar will examine the various operational risks in detail and then suggest a protocol for developing a framework to help manage the risks.
Raechell Dickinson, Deputy Director, Human Resources, Gwinnett County
Raechell Dickinson joined Gwinnett County Human Resources in 2015 and was appointed as Deputy Director of the Benefits Division in 2018. The Benefits Division provides benefits for over 4,700 active employees and 1,500 retirees. Raechell is responsible for overseeing the administration of employee and retiree health plans, life and disability insurances, supplemental benefits, health spending accounts, Workers’ Compensation, a state-of-the-art wellness program, and the County’s retirement plans. Raechell has dedicated her career to working in the public sector for the past 15 years and brings more than 13 years of Human Resources experience to her role.
Lea Feleciano, VP, Retirement Operations Plan Management and Services, VOYA
Lea oversees daily plan administration to ensure exceptional day-to-day service with timely and accurate delivery of operational processes, as well as oversees the Plan Services groups that support clients such as ERISA Testing Services, Operational Compliance and Controls, and Business Support Services. She also has responsibility for our Large Client Implementation groups for Tax Exempt and Corporate Institutional Clients. In this capacity she is responsible for the successful implementation of new business opportunities and client enhancement projects.
Lea has over 20 years of financial services industry experience and has had a series of roles with increasing responsibility in Relationship Management, Operations, and Plan Management functions. Lea served as a member of the Voya Community Investment Review Committee, which exists to review and award grant and sponsorship donations for strategic aid to community support efforts in line with Voya Foundation and Corporate Responsibility strategy. Prior to joining Voya, she spent eight years at Putnam Investments in a variety of operations and product roles.
Michael Hadley, Managing Partner, Davis & Harman LLP
Michael Hadley practices in the area of employee benefits, advising clients on the full range of tax, ERISA, and other laws affecting benefit plans, particularly focused on 401(k), 457(b), and 403(b) plans. Michael is a frequent speaker and author on the benefits and tax developments coming out of Washington, DC and has testified before Treasury, IRS, and Department of Labor. He provides public policy assistance to trade associations and financial institutions and serves as outside government relations counsel to the SPARK Institute. He serves on Davis & Harman LLP’s management committee and in 2018 was appointed the firm’s Managing Partner.
He received his law degree from the University of Virginia, where he was notes editor of the Virginia Law Review. Michael received his B.A., cum laude, from the College of William & Mary.
Julian Regan, SVP/Public Sector Market Leader, Segal Marco Advisors
Mr. Regan is the Public Sector Market Leader and a Senior Vice President in Segal Marco Advisors’ Boston office. Previously, he served in leadership, investment and risk oversight roles. Between 2001 and 2006, he was Executive Director for the New York State Deferred Compensation Board, where he ran the State’s then $8 billion deferred compensation plan and helped develop regulations that governed local plans. He served on the IRS Advisory Committee on Tax-Exempt and Government Entities (ACT) and was Budget Director for the Massachusetts Bay Transportation Authority (MBTA). Mr. Regan is a 2008 IRS TE/GE “Commissioner’s Award” and 2004 “Plan Sponsor of the Year” award recipient and serves on the IFEBP Financial Education/Retirement Security Expert Panel. He received his BSBA and MBA from Suffolk University and studied at Georgetown University. Mr. Regan is co-author of NCPERS Best Governance Practices and author of Operational Risk Management for Defined Contribution Plans.
Goals, Data, and Improving Participant Outcomes
Wednesday, July 10 | 2:00 pm – 2:30 pm ET
Presenter Daniel Powell, Senior Personnel Analyst with the City of Los Angeles shares methods for using goals and data-driven processes to drive improved retirement outcomes for defined contribution plan participants.
Data-Driven Communication Strategies
Wednesday, April 10 | 2:00 pm – 2:30 pm ET
Presenter Jeff Hutson, Chief Communication Officer of Indiana Public Retirement System, shares an overview of a standard communication process and strategies for incorporating research.
Jeff provides practical methods and examples that plans of all sizes can incorporate in their own communication plans. Learn how to challenge what you know, measure outcomes, and leverage recordkeeper resources.