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Surveys

NAGDCA 2013 Survey of Defined Contribution Plans

National Summary

Overall Survey Results

Thanks to the plan sponsors and administrators who took the time to complete the survey and provide NAGDCA with valuable insight about the details of their plans. Without the contributions of these individuals, NAGDCA could not provide this valuable information.

This report contains two sections. The National Summary provides a narrative overview of the key areas involved in administering governmental 457, 401(k), 401(a), and 403(b) plans. The survey also provides a pdf of the Overall Survey Results, which offers a look at the survey through charts and responses from all participating entities.

This survey offers as much information as possible based on the answers submitted by the survey respondents. Responses reflect the details of the individual member plans as of December 31, 2012. Please note that not all of the survey respondents answered all survey questions. Every effort was made by the task force to ensure accuracy of the survey, and the information contained herein is accurate to the best of our knowledge. If you have questions about the information provided within this report, please contact NAGDCA Headquarters for answers to specific questions you may have.

Thanks to the members of the Survey Task Force, whose names are listed below, for volunteering time from their busy schedules. It is through their efforts that projects such as this are successful and beneficial to the association. We hope this information will be useful to government 457, 401(k), 401(a) and 403(b) plan sponsors in the administration of their own plans, and we welcome any comments or suggestions you may have regarding this publication.

Survey Committee: 
Chair: Susan Moomjean, County of Los Angeles
Lori Lucas, Callan Associates
Jonathan Epstein, CEM Benchmarking
Brenda Mathis, Government of the District of Columbia
Laurel Ludden, VALIC
Tim Berry, State of Indiana

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