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.
Introducing the Public Retirement Research Lab:
Defining the Future of Public Sector Retirement
Thursday, June 18 | 1:00-2:00 p.m. ET
In late 2019, we announced the creation of the Public Retirement Research Lab (PRRL), a collaborative effort with the Employee Benefit Research Institute (EBRI).
The PRRL was created to produce unbiased, actionable findings aimed at enhancing understanding of the design and utilization of public sector defined contribution retirement. Research produced by the PRRL is based on analysis of data contained in the Public Retirement Research Database, the first-ever comprehensive database specific to public sector defined contribution plans.
Join us for this introductory webinar in which NAGDCA Executive Director Matt Petersen and EBRI President and CEO Lori Lucas share the factors leading to the creation of the PRRL, and how each organization’s singular strengths apply to effectively addressing current public retirement information shortcomings. Webinar attendees will also hear from EBRI Senior Research Associate Craig Copeland on the PRRL’s first research study, and from PRRL Founding Partners and Steering Committee chairpersons about the anticipated benefits of the PRRL to better inform public sector retirement plan design, management, innovation, and legislation.
No Auto, Now What?
Originally scheduled for April 1, 2020
Automatic enrollment has proven to be one of the most effective methods to increase participation in defined contribution plans. However, the provision remains prohibited in half of the states while another 16 limit it in some form. In the absence of auto enrollment plan sponsors and industry providers are employing strategic techniques to increase enrollment.
In 2019, NAGDCA awarded multiple plans from across the country that were successful in utilizing enrollment campaigns to increase participation. Although the campaigns differ in many ways, common trends emerge that may be helpful to plans of all sizes when developing campaigns aimed at increasing enrollment.
In this webinar, we explore the current state of automatic enrollment in the public sector, and learn how two 2019 Leadership Award winners and their industry partners were able to increase plan participation without the use of automatic enrollment.
Assistant General Manager, HR
South Eastern Pennsylvania Transportation Authority (SEPTA)
Senior Retirement Counselor
Counseling and Benefits Education Manager
State of Alaska
NAGDCA Legislative Update
Thursday, April 30 | 3:00 pm – 4:00 pm ET
Join us Thursday, April 30th for an update on NAGDCA’s legislative actions and an interactive discussion focused on recently passed legislation and its impact on public sector plans. Our panel will review and discuss the implications of both the recently passed CARES Act as well as the SECURE Act, GASB Exposure Draft and more.
At NAGDCA, we recognize that this is an incredibly difficult time for our members, both from a financial services perspective and as employers. We want you to know you are not alone. We hope you’ll take this opportunity to join your friends and colleagues across the country to collaborate and share what you’re experiencing as you work through the crisis.
We encourage you to submit questions in advance so we can ensure our panelists focus on the information that is of the upmost importance to our members. Please use the form below to submit questions.
Associate Vice President, Client Services
Morgan, Lewis & Bockius LLP
Senior Vice President, National Compliance Practice
Katie Moore, Associate Vice President, Client Services, Nationwide
Katie Moore serves as the Associate Vice President of Client Services for public sector retirement plans. She supervises more than 80 associates in our internal client services area responsible for our large plans across the country. She ensures all plan administration/recordkeeping and day-to-day operational activities are completed and also leads a team responsible for all contractual changes and plan enhancements.
Ms. Moore has been with Nationwide for 31 years and her professional experience includes leading teams dedicated to relationship management, project management, sales, marketing, processing, and call center. She has deep technical expertise in the retirement plans industry including knowledge of rules and regulations, processes and procedures, and strong relationship management history in both the small and large plan market. She attended The Ohio State University, graduating with a bachelor’s degree in Human Ecology. She currently holds the FINRA Series 6 & 26, and Ohio Life/Health & Variable Annuity Licenses, is a Certified Retirement Counselor (CRC) through InFRE and has her FLMI (Fellow Life Management Institute) designation through LOMA.
Megan Murphy, Associate, Morgan, Lewis & Bockius LLP
Focusing her practice on tax-exempt and governmental employers, Megan R. Murphy advises retirement and welfare benefit plan sponsors on a variety of employee benefit matters. She assists with the design, governance, operation, and compliance issues involved with qualified and nonqualified retirement plans. Meg also advises on executive compensation arrangements, provides guidance on US Internal Revenue Service (IRS) filings and corrections, negotiates investment-related and third-party provider agreements, and addresses claims associated with benefits.
Melanie Walker, Senior Vice President, National Compliance Practice, Segal Consulting
Ms. Walker works in the Denver office of The Segal Group as a Vice President and as part of the National Compliance Practice. She is a licensed attorney in the State of Colorado. Ms. Walker provides ongoing and special project compliance services for public sector retirement plans and serves as a national resource for Segal in this area. Prior to joining The Segal Group, Ms. Walker worked in employment law at a firm in Denver. Ms. Walker received a BA in Political Science and International Affairs with an area of concentration in the Former Soviet Union at the University of Colorado at Boulder and a JD from the University of Colorado School of Law. She is an active member of the National Association of Public Pension Attorneys (NAPPA) and National Association of Government Defined Contribution Administrators (NAGDCA). Ms. Walker frequently authors Segal publications for distribution to Segal’s public sector retirement plan clients and has written articles for the NAPPA and NAGDCA newsletters. She is also a speaker on public sector retirement and benefits issues, including speaking for the International Foundation of Employee Benefit Plans and for the American Society of Pension Actuaries.
Matt Petersen, Executive Director, NAGDCA
Matt Petersen joined NAGDCA as the association’s first full time dedicated staff resource in the summer of 2017. In his role as Executive Director he works directly with the Executive Board and staff to develop strategies to help the organization achieve its mission and vision. Prior to joining NAGDCA Matt spent 13 years on active duty in the US Air Force as a C-17 evaluator pilot and air drop specialist, and served three deployments in support of Operations Iraqi Freedom and Enduring Freedom.
Matt is a graduate of the United States Air Force Academy. He also has a Master’s in Social Sciences from the Maxwell School of Public Affairs at Syracuse University, and an MBA from the Kellogg School of Management at Northwestern University.
Cybersecurity Considerations for Plan Sponsors
Monday, April 20 | 1:00 pm – 2:00 pm ET
You’re invited to join DCIIA, NAGDCA and the SPARK Institute for an exclusive webinar. During this unprecedented and difficult time we think it is important to partner with our fellow organizations to share helpful information widely throughout the industry. The economic and market impacts from the COVID-19 pandemic are already posing challenges that we will need to confront and manage together.
During the webinar we’ll be addressing cybersecurity topics of interest to plan sponsors, including:
- Impact of widespread remote working
- Avoiding current threats
- Practical ways to navigate this unfamiliar environment
NAGDCA members are coming together to help plan sponsors and others navigate this crisis. Joining us to share their insights will be:
Director, Workplace Customer Protection
Senior Vice President, Workplace Customer Protection
Groom Law Group
Wendy Young Carter
The Segal Group
Vice President, DC Practice Director