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NAGDCA News

NAGDCA News - August 18, 2017

NAGDCA is the leading national association representing governmental defined contribution retirement plans. NAGDCA's plan sponsor and service provider members work together to develop educational and informational resources, support legislative and policy initiatives in the interests of its membership, and assist its plan participants in achieving retirement income security. 

-- August 18, 2017 --

 

2017 NAGDCA Annual Conference
September 24-27, 2017
Milwaukee, WI
There's still time to register!


Visit the conference website to learn more about the agenda, keynote speakers, registration, hotel reservations and more! All conference attendees must be NAGDCA members. To view membership information or to join please click here

The 2017 Annual Conference is being held at the Wisconsin Center, and the headquarters hotel is the Hilton Milwaukee City Center. Hotel reservations are reserved for those who have registered for the conference. Click here for room rates and travel information.

The headquarters hotel, Hilton Milwaukee City Center, is sold out on Monday, September 25th. If your stay includes Monday night, please click here to reserve a room at the overflow hotel, The DoubleTree Hotel Milwaukee Downtown

CE Credit at the Annual Conference:

CE credits at the annual conference will be handled the same as last year. For each session that has been approved for CE credit, a special code will be provided during that session. 

Attendees seeking credit will need to make note of the code in the sessions they attend, and include them when completing the conference evaluation form. Therefore, anyone seeking CE credit must complete the conference evaluation.

2017 Longevity Pins

As of 2017, if you have been a NAGDCA member for 5, 10, 15, 20, 25, 30, or 35 years please let us know by filling out this form

Those celebrating a NAGDCA milestone will receive their longevity pins at the 2017 Annual Conference in Milwaukee, WI. 

 

2017 National Retirement Security Week
Promotional Materials Available!

Click here to access the materials. 

2017 National Retirement Security Week Webinar

 

Click here to view the recording.

This webinar highlighted the National Retirement Security Week campaign,  Your Whole Story. 

Moderator: Polly Scott, Wyoming Retirement System

Speaker: Laurie Rowley, NARPP President

NAGDCA Social Media 

In an effort to stay engaged with our members, NAGDCA would like to broaden the association's social media presence. Please take a few moments to follow us on your preferred social media sites. 

 

Like us on Facebook Follow us on Twitter View our profile on LinkedIn View our videos on YouTube

2017 Leadership Award Winners

NAGDCA's 2017 Leadership Recognition Award recipients have been announced. These awards are given to plans that have demonstrated excellence and innovation in five different categories. 

Click here to view the 2017 Leadership Award winners. 

ANC Foundation Matching Donor Program 2017

All industry members are invited to participate in the 2017 matching donor program. Your contributions directly support the mission of the Foundation. 

This year, seven scholarships were granted to students pursuing a career in financial planning. In addition to covering tuition expenses for the top winner, contributions from NAGDCA members helped to cover travel expenses to bring the scholarship winners to the annual conference. In addition, your donations provided travel stipends to support the NAGDCA Quiz Bowl participants. 

We hope you'll consider supporting this worthy cause. Companies who sign up to participate in the program agree to match, up to their pledged amount, the donations pledged/received by both public and private sector conference attendees from donations made related to the annual conference, September 24-27. After the conference, we will notify each private-sector donor of its total match contribution. All donations are tax deductible. 

To sign up, please contact Tracy Tucker at  ttucker@amrms.com. We appreciate your continued support of the ANC Foundation and NAGDCA. 

2017 Membership Renewals

All government primary, industry primary, industry associate, and subscription members will find a dues order/invoice in the membership database. Just follow the steps below to renew online or to print and mail your payment to NAGDCA headquarters .

  1. Log in to your member profile here.
  2. Click on "My Transactions" from the left menu bar.
  3. To pay online - click on "Pay Open Orders" on the far right of the screen. Follow the instructions to make your payment.

To print an  an invoice to pay by check - click on the open order in the top section. After the order opens, click on "Print this page" in top right corner.

Dues/invoices are no longer mailed to members. If you don't have your login information, you can obtain it at here.

Member Benefit Highlights

InFRE's Retirment InSight and Trends

InFRE's quarterly newsletter, Retirment Insight and Trends, helps committed professionals with the practical application of new concepts in the field of retirement readiness, counseling, planning and income management. The latest issue contains the following articles:
  • "Elder Law Basics" by Amber Woodland, Esq., Partner at Procino-Wells & Woodland, LLC - The cost of nursing home care can quickly reduce a client's net worth, so it's vital for professionals who serve seniors to understand what asset preservation strategies may be available. This article reviews the basics of sheltering assets while achieving eligibility for long-term care government benefits.
     
  • "Boost Retirement Security with HSAs" by Roy Ramthun, "Mr. HSA," MPH, President and Founder of HSA Consulting Services and Aaron Benway, CFP® and MBA, co-Founder of HSA Coach® and Founder of ABFinancial - Most Americans are not saving enough for retirement. Health savings accounts (HSAs) are well suited to fill this void by offering superior tax efficiency coupled with the flexibility to meet retirees' changing needs as they age. 
     
  • "Where Senior Living and Retirement Planning Intersect, Opportunities Emerge" by Brad Breeding, CFP®, President and Co-Founder of MyLifeSite.net, and a nationally recognized expert speaker -- Retirement professionals are uniquely positioned to prompt important discussions between senior clients and their family members about lifestyle, housing, and healthcare needs that may arise in the future. How can retirement professionals best guide clients through senior housing choices and considerations?

  Click here for the most recent issue of  Retirment Insight and Trends,  or  click here to subscribe to be sure you never miss an issue.  Each issue is good for one CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, and CASL continuing education credit upon successful completion of the online CE quiz. 

 

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