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Fast Fact | SECURE 2.0 Act: Catch-up Contributions
Fast Fact | SECURE 2.0 Act: Catch-up ContributionsIn this Fast Fact, the Public Retirement Research Lab Database is used to assess the impact of this provision on public-sector retirement plan participants., , March 7, 2024public-retirement-research-lab-prrl secure-2-0 datastudy
2022 NAGDCA/EBRI Public Retirement Research Lab (PRRL) Report
2022 NAGDCA/EBRI Public Retirement Research Lab (PRRL) ReportIndustry Report based on 2021 data. This is a summary report outlining the overall, aggregated operating and profile characteristics of the plans whose data was provided by EBRI for this …, February 12, 2024public-retirement-research-lab-prrl datastudy
Recruitment, Retention, and Total Employee Wellbeing
Recruitment, Retention, and Total Employee WellbeingThe pandemic accelerated a societal shift that’s been going on for years; our work lives and our personal lives are merging. Wise employers are recognizing that to have a highly …, , , November 14, 2023participant-engagement participant-services plan-administration plan-design-and-structureconference-presentation
NAGDCA Award Case Studies - Targeted Messaging
NAGDCA Award Case Studies – Targeted MessagingPresented by the City and County of Honolulu and Maryland Teachers & State Employees Supplemental Retirement Plans (MSRP)., , , November 14, 2023communication participant-engagementaward-winner case-study conference-presentation
The Generational Divide in Public Retirement Plans – Savings, Spending, and Retirement Income
The Generational Divide in Public Retirement Plans – Savings, Spending, and Retirement IncomeSince the global financial crisis, many defined benefit plans have scaled back retirement benefits, particularly for new hires and younger workers. Despite these reductions, many employees are spending all or …, , November 14, 2023investments participant-engagement plan-design-and-structureconference-presentation
Building a Plan for Those Who Need It Most
Building a Plan for Those Who Need It MostPublic sector plan data show meaningful differences in savings and investment behaviors among employee populations that plan sponsors must consider when making plan changes and developing outreach strategies. Learn how …, , November 14, 2023participant-engagement plan-administration plan-design-and-structureconference-presentation
Solutions to Fiduciary Challenges
Solutions to Fiduciary ChallengesFiduciary duties are at the core of effective plan governance, and it’s essential for plan sponsors to clearly understand their responsibilities to achieve the best results for plan participants. This …, , November 14, 2023fiduciary-responsibility plan-administration plan-governanceconference-presentation
Washington Update
Washington UpdateJoin members of NAGDCA’s Legislative Committee and attorneys from Groom Law Group, the association’s legislative affairs firm, for a discussion around SECURE 2.0 challenges, opportunities, and the latest implementation guidance …, November 14, 2023nagdca-government-affairs secure-2-0conference-presentation
Communicating Complex Plans
Communicating Complex PlansPublic sector defined contribution plan sponsors face unique challenges when trying to reach and inform the many individuals within their diverse workforces. Financial literacy, plan complexities, and wide-ranging audiences all …, , November 14, 2023communication participant-engagement plan-design-and-structureconference-presentation
Insights from the NAGDCA Fees Task Force
Insights from the NAGDCA Fees Task ForceIn 2022, a fee task force, consisting of plan sponsors and industry members, was established to help public plan sponsors understand the various ways fees can be assessed to the …, November 14, 2023plan-administration plan-design-and-structureconference-presentation
Investments in an Uncertain World
Investments in an Uncertain WorldGiven the sharp rise in interest rates over the past year, many plan sponsors are reevaluating their investment options in today’s market. Join the panel for a discussion on the …, , , November 14, 2023education investments participant-engagement plan-design-and-structureconference-presentation
RFP Best Practices for Governmental Plan Sponsors
RFP Best Practices for Governmental Plan SponsorsAs participant needs from their deferred compensation plan change, the technological capabilities of the recordkeepers in the marketplace have been evolving rapidly. This panel will provide an overview of the …, November 14, 2023plan-administration rfpconference-presentation
NAGDCA Award Case Studies - Financial Wellness
NAGDCA Award Case Studies – Financial WellnessPresented by the City of Anaheim and the County of Los Angeles., , , November 14, 2023participant-engagement plan-design-and-structureaward-winner case-study conference-presentation
Managing Complexities in Higher Education Plans: Lessons for All
Managing Complexities in Higher Education Plans: Lessons for AllLearn about the key features of three university plans and the unique challenges they face such as multiple employers, diversity of participants, and a variety of plan designs. The panel …, November 14, 2023plan-administration plan-design-and-structureconference-presentation
NAGDCA Award Case Studies - Vendor Consolidation and Investment Menu Enhancement
NAGDCA Award Case Studies – Vendor Consolidation and Investment Menu EnhancementPresented by Chicago Public Schools and the City of Seattle., , , , , , November 14, 2023investments participant-services plan-administration plan-design-and-structure plan-servicesaward-winner case-study conference-presentation
Economic Outlook
Economic OutlookWill the recession ever hit? Are more banking failures possible? What can we expect in the year ahead? Explore the current market conditions and learn what’s expected in both the …, November 14, 2023plan-administration plan-design-and-structureconference-presentation
Building Successful Board and Staff Relationships
Building Successful Board and Staff RelationshipsSuccessful governance of public sector retirement plans is the foundation of providing participants with retirement options that best meet their needs. Join us for this new Sunday session exploring the …, , November 14, 2023board-members fiduciary-responsibility plan-governanceconference-presentation
Fast Fact | SECURE 2.0 Act Low-Balance Distribution Limit Changes: A Look By Age and Tenure
Fast Fact | SECURE 2.0 Act Low-Balance Distribution Limit Changes: A Look By Age and TenureThis Fast Fact examines SECURE 2.0 changes to the low-balance distribution limit by age and tenure. Under current provisions, retirement plans are permitted to force out participants with vested account …, November 2, 2023public-retirement-research-lab-prrl datastudy
A Gender Lens on Public-Sector DC Savings Behaviors
A Gender Lens on Public-Sector DC Savings BehaviorsIn this brief, the public-sector plan participant savings behaviors are analyzed by gender. Specifically, balances, contributions, and asset allocation by participants’ gender are studied. One of the key findings is …, October 25, 2023public-retirement-research-lab-prrl datastudy
The State of Public Sector DC Plans: 2021
The State of Public Sector DC Plans: 2021The State of Public Sector DC Plans: 2021, the second edition of the State of Public Sector DC Plans derived from the PRRL Database, updates the first edition based on …, October 3, 2023public-retirement-research-lab-prrl datastudy
Fees Guide: An overview of public sector retirement plan fee types and structures
Fees Guide: An overview of public sector retirement plan fee types and structuresThe purpose of the NAGDCA Fees Guide is to provide a foundational document for the understanding of different fee types and structures that apply to government defined contribution plans. Plan …, , September 26, 2023plan-administration plan-design-and-structure plan-governanceguide
SECURE 2.0 | Roth Catch Up Guidance
SECURE 2.0 | Roth Catch Up GuidanceJoin NAGDCA for an in-depth discussion on the guidance from the Treasury regarding the catch-up provisions in SECURE 2.0. The Groom team discusses the guidance with Executive Director Matt Petersen …, August 31, 2023nagdca-government-affairs secure-2-0webinar
North Carolina Department of State Treasurer - myNCRetirement Journey
North Carolina Department of State Treasurer – myNCRetirement JourneyDST has supported NAGDCA’s efforts to encourage members to save for retirement since 2006, when NAGDCA launched National Retirement Security Week. Our support continued when NAGDCA expanded its efforts by …August 1, 2023nrsmaward-winner
Missouri State Employees Retirement System (MOSERS) - Measure Twice. Retire Once.
Missouri State Employees Retirement System (MOSERS) – Measure Twice. Retire Once.National Retirement Security Month is a great time for State of Missouri employees to check their savings progress and verify they’re still on the right track to meet their retirement …August 1, 2023nrsmaward-winner
Gwinnett County Government - Picture Your Future
Gwinnett County Government – Picture Your FutureThe Gwinnett County Retirement staff and their partners at Voya worked together to develop a “Picture your future by putting your retirement first” theme to promote NRSM. The theme was …August 1, 2023nrsmaward-winner
County of Los Angeles - Road Trip to Retirement
County of Los Angeles – Road Trip to RetirementThere’s no one-size-fits-all approach to building retirement readiness. Participants at different stages of the journey face different challenges—and the actions they should take to improve retirement security evolve over time. …August 1, 2023nrsmaward-winner
City of Los Angeles Deferred Compensation Plan - Foodies and Finance
City of Los Angeles Deferred Compensation Plan – Foodies and FinanceIn conjunction with the United States Senate’s annual resolution for National Retirement Security Month (NRSM), the DCP hosts a month-long campaign to drive awareness for the importance of saving for …August 1, 2023nrsmaward-winner
Using Auto Features to Close Savings and Participation Gaps
Using Auto Features to Close Savings and Participation GapsLearn about actions taken by the City of Milwaukee to incorporate auto-enrollment and re-enrollment features in its plan design and the role those features play in closing savings and participation …, , July 20, 2023participant-engagement plan-design-and-structure plan-featureswebinar
Quantifying the Effects of Pension Reform on Public Employee Benefits
Quantifying the Effects of Pension Reform on Public Employee BenefitsThe report examines DB plan reform and explores why the changing nature of public retirement systems should create a new paradigm for retirement savings; one in which DB and DC …, , April 26, 2023participant-engagement plan-administration plan-design-and-structurestudy
PRRL - Trends in Public-Sector Employee Tenure, 2000-2022
PRRL – Trends in Public-Sector Employee Tenure, 2000-2022In a recently published Employee Benefit Research Institute (EBRI) report,¹ data on employee tenure were examined to see how tenure had changed since the inception of the pandemic. Workers in …March 29, 2023public-retirement-research-lab-prrl datastudy
SECURE 2.0 – Emergency Savings Provisions
SECURE 2.0 – Emergency Savings ProvisionsJoin NAGDCA for an in-depth discussion on the emergency savings provisions in SECURE 2.0 and the impact on public sector plans. Ned Taylor, Senior Consultant at Hyas Group, and Hutch …, , , March 15, 2023nagdca-government-affairs plan-administration plan-governance secure-2-0webinar
SECURE 2.0 - Catch-Up Provisions
SECURE 2.0 – Catch-Up ProvisionsJoin NAGDCA for an in-depth discussion on the catch-up provisions in SECURE 2.0 and the impact on public sector retirement plans. Marilyn Collister, Senior Director, Legislative and Regulatory Affairs at …, , , February 21, 2023nagdca-government-affairs plan-administration plan-governance secure-2-0webinar
SECURE 2.0 Summary for Governmental Plans
SECURE 2.0 Summary for Governmental PlansNAGDCA’s resource, adapted from Groom Law Group’s Comparison of the SECURE 2.0 Act of 2022 and Present Law, summarizes 38 SECURE 2.0 provisions that impact governmental defined contribution plans., January 19, 2023nagdca-government-affairs secure-2-0guide
SECURE 2.0 - Overview for Public Plan Sponsors
SECURE 2.0 – Overview for Public Plan SponsorsOn December 22, Congress passed the Consolidated Appropriations Act of 2023 to fund the government through September 30, 2023. Division T of the legislation is the SECURE 2.0 Act of …, , , January 11, 2023nagdca-government-affairs plan-administration plan-governance secure-2-0webinar
Practical Resources for Plan Improvement
Practical Resources for Plan ImprovementWith technological advances, it has become easier to create tools that can help plan sponsors identify, evaluate, and act on goals and objectives; measure results; and carry out their vision …, , January 1, 2023participant-engagement plan-administration plan-design-and-structureconference-presentation
How to Successfully Communicate Plan Fees
How to Successfully Communicate Plan FeesPlan fees can be complicated making effective participant communication quite a challenge. This panel will discuss the different types of plan-related fees and the challenges one Plan is facing during …, , January 1, 2023communication participant-engagement plan-administrationconference-presentation
Exploring Decumulation Solutions – What Do Participants Need?
Exploring Decumulation Solutions – What Do Participants Need?Retiring U.S. workers are finding it increasingly difficult to transition from saving to spending, and none more so than employees in the public sector. With the availability of defined benefit …, , , January 1, 2023education investments participant-engagement plan-design-and-structureconference-presentation
Participant Engagement Trends in a Hybrid Environment
Participant Engagement Trends in a Hybrid EnvironmentCommunication strategies are rapidly evolving as many individuals adapt to new hybrid or fully remote work environments. Explore recent data findings and discover tips for engaging participants in different work …, , , January 1, 2023communication participant-engagement plan-administration technologyconference-presentation
The Great Resignation: Attracting, Retaining and Valuing Public Sector Talent
The Great Resignation: Attracting, Retaining and Valuing Public Sector TalentSince the pandemic, organizations find themselves with another unexpected phenomenon many call the “Great Resignation” – the massive wave of U.S. workers quitting their jobs for new opportunities or exiting …, , January 1, 2023participant-engagement plan-administration plan-design-and-structureconference-presentation
Protecting Participant Data - Safeguarding Against Fraud and Breaches
Protecting Participant Data – Safeguarding Against Fraud and BreachesFraud and breach response are top-of-mind for all organizations entrusted with sensitive data. Discover data privacy best practices, how sponsors can help protect participant information, and the timeline for responding …, January 1, 2023plan-administration plan-governanceconference-presentation
Exploring Decumulation Solutions – Considerations for Plan Sponsors
Exploring Decumulation Solutions – Considerations for Plan SponsorsAs the wide array of decumulation solutions continue to expand, more plan sponsors are considering adding options to their defined contribution plans. This panel will provide an overview of decumulation …, , January 1, 2023investments plan-administration plan-design-and-structureconference-presentation
Designing and Implementing Financial Wellness Programs
Designing and Implementing Financial Wellness ProgramsThe topic of financial wellness seems to be everywhere, spanning multiple industries, but what exactly does it mean for defined contribution retirement plans? Join this discussion on the meaning of …, January 1, 2023participant-engagement plan-design-and-structureconference-presentation
A Plan Sponsor’s Guide to Using Data and Research in the Public Sector
A Plan Sponsor’s Guide to Using Data and Research in the Public SectorFollow the journey of Hank Levy, Treasurer and Tax Collector of Alameda County, as he set out to use data and research to improve outcomes for employees participating in his …, , , January 1, 2023participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl dataconference-presentation
State ESG Rules: What DC Plan Sponsors Need to Know
State ESG Rules: What DC Plan Sponsors Need to KnowThe Department of Labor proposed subsequent rules in 2020 and 2021 to first discourage and then protect the use of ESG factors in the fiduciary decision-making processes. These rules, while …, , December 15, 2022investments plan-design-and-structure plan-governancepodcast
Automatic Enrollment Toolkit
Automatic Enrollment ToolkitIs your Plan considering pursuing auto enrollment legislation in your …, , December 6, 2022plan-design-and-structure plan-featurestemplate toolkit
Auto Enrollment Toolkit - Model Legislation
Auto Enrollment Toolkit – Model LegislationModel auto enrollment legislation to assist with state advocacy efforts. …, , December 6, 2022plan-design-and-structure plan-featurestemplate toolkit
Auto Enrollment Toolkit - Customizable Handout
Auto Enrollment Toolkit – Customizable HandoutCustomizable auto enrollment one pager for use with policymakers. Edit …, , December 6, 2022plan-design-and-structure plan-featurestemplate toolkit
2022 NAGDCA Awards Presentation Ceremony
2022 NAGDCA Awards Presentation CeremonyThe annual NAGDCA Awards Program recognizes the brightest ideas and …, , , September 21, 2022participant-engagement plan-administration plan-design-and-structure plan-governanceconference-presentation
Spending and Saving Behavior of Public-Sector Defined Contribution Plan Participants
Spending and Saving Behavior of Public-Sector Defined Contribution Plan ParticipantsPublic-sector workers have traditionally been covered by defined benefit (DB) …, September 20, 2022public-retirement-research-lab-prrl datastudy
Recordkeeping RFP Process
Recordkeeping RFP ProcessThe recordkeeper RFP process is among the most daunting tasks …, , August 25, 2022plan-administration plan-design-and-structure plan-governancepodcast
Alameda County - Income Replacement Study
Alameda County – Income Replacement StudyWithout an accurate picture of employee retirement readiness, identifying optimal …, , , , August 1, 2022participant-services plan-administration plan-design-and-structure plan-featuresaward-winner case-study
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) - How Much? How Long? Increase Campaigns
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) – How Much? How Long? Increase CampaignsPlan members need specific information at key points during their …, , , , August 1, 2022communication education participant-engagement technologyaward-winner case-study
Employees Retirement System of Texas (ERS) - Your Retirement Adventure
Employees Retirement System of Texas (ERS) – Your Retirement AdventureKnowing State of Texas employees will only have about 50% …, , , August 1, 2022communication education participant-engagementaward-winner case-study
District of Columbia - 2021 Summer Passport Program
District of Columbia – 2021 Summer Passport ProgramThe District of Columbia 2021 Summer Passport Program was an …, , , , August 1, 2022communication education participant-engagement technologyaward-winner case-study
California Savings Plus Program - Recipe for your Retirement Readiness Campaign
California Savings Plus Program – Recipe for your Retirement Readiness CampaignParticipants picked a recipe for success by choosing Savings Plus. …, , , August 1, 2022communication education participant-engagementaward-winner case-study
State of Florida - Plan.Save.Retire
State of Florida – Plan.Save.RetireThe Florida Deferred Compensation Plan initiated a three month communication …, , , , August 1, 2022communication education participant-engagement technologyaward-winner case-study
County of San Diego - Investing Learn to Earn Virtual Event
County of San Diego – Investing Learn to Earn Virtual EventWith the County of San Diego Deferred Compensation Program’s Investing …, , , , August 1, 2022education participant-engagement participant-services technology plan-design-and-structureaward-winner case-study
San Bernardino County - Defined Contribution Plans Recordkeeper Request for Proposal (RFP) Results
San Bernardino County – Defined Contribution Plans Recordkeeper Request for Proposal (RFP) ResultsFor many Plans, the recordkeeper RFP process can have the …, , , , August 1, 2022board-members plan-administration plan-design-and-structure plan-governanceaward-winner case-study
Gwinnett County - Automatic Retirement Readiness
Gwinnett County – Automatic Retirement ReadinessPart of Gwinnett’s comprehensive compensation program includes our retirement contribution …, , , August 1, 2022participant-services plan-design-and-structure plan-featuresaward-winner case-study
City of Seattle - Voluntary Deferred Compensation Plans Investment Lineup Enhancement & Recordkeeper Renegotiation
City of Seattle – Voluntary Deferred Compensation Plans Investment Lineup Enhancement & Recordkeeper RenegotiationDespite the challenges, market volatility, and limiting conditions presented in …, , , , , , August 1, 2022board-members fiduciary-responsibility investments participant-services plan-design-and-structure plan-governanceaward-winner case-study
Chicago Public Schools - Supplemental Plans Redesign
Chicago Public Schools – Supplemental Plans RedesignChicago Public Schools (“CPS”) is the third-largest school district in …, , , , August 1, 2022investments participant-services plan-design-and-structure plan-featuresaward-winner case-study
Virginia Retirement System - SmartStep Auto-Increase Awareness Campaign
Virginia Retirement System – SmartStep Auto-Increase Awareness CampaignThe COVID-19 pandemic remains a crisis across the globe. Out …, , , , , August 1, 2022communication education participant-engagement plan-design-and-structure plan-featuresaward-winner case-study
NYC Health + Hospitals - Coronavirus-Related Distribution (CRD) Communications
NYC Health + Hospitals – Coronavirus-Related Distribution (CRD) CommunicationsThis project was implemented to educate plan participants about the …, , , August 1, 2022communication education participant-engagementaward-winner case-study
City of Milwaukee - 2021 Healthy Rewards Program
City of Milwaukee – 2021 Healthy Rewards ProgramLike many employers, the City of Milwaukee recognizes that financial …, , , , , August 1, 2022communication education participant-engagement plan-features technology plan-design-and-structureaward-winner case-study
City and County of Honolulu - Participation Education & Communication
City and County of Honolulu – Participation Education & CommunicationThe City and County of Honolulu is a 457(b) deferred …, , , August 1, 2022communication education participant-engagementaward-winner case-study
California State Teachers' Retirement System - CalSTRS Pension2 National Retirement Security Month Campaign
California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month CampaignCalSTRS operates seven Member Service Centers throughout the state of …, , , , , August 1, 2022communication education nrsm participant-engagement technologyaward-winner case-study
State of Nevada - NDC Nevada Saves Month
State of Nevada – NDC Nevada Saves MonthThe Nevada Public Employees’ Deferred Compensation (NDC) Program is a …, , , , August 1, 2022communication education nrsm participant-engagementaward-winner case-study
State of Michigan - It’s your future, retire well
State of Michigan – It’s your future, retire wellThe “It’s your future, retire well” campaign was conducted during …, , , , August 1, 2022communication education nrsm participant-engagementaward-winner case-study
County of Los Angeles - Making National Retirement Security Month an Event with Lasting Impact
County of Los Angeles – Making National Retirement Security Month an Event with Lasting ImpactFor Plan Sponsors, National Retirement Security Month (NRSM) is an …, , , , August 1, 2022communication education nrsm participant-engagementaward-winner case-study
City of Los Angeles - NRSM 2021–Back to the Movies with the DCP
City of Los Angeles – NRSM 2021–Back to the Movies with the DCPOn September 27, 2021, DCP staff, in partnership with its …, , , , August 1, 2022communication education nrsm participant-engagementaward-winner case-study
City of Anaheim - Financial Wellness Olympics Challenge
City of Anaheim – Financial Wellness Olympics ChallengeThe City of Anaheim sought to improve financial wellness for …, , , , August 1, 2022communication education nrsm participant-engagementaward-winner case-study
Board and Committee Governance and Best Practices
Board and Committee Governance and Best PracticesSelect “Download” to access the slides and an excerpt from …, , , , July 14, 2022board-members fiduciary-responsibility plan-administration plan-governanceaward-winner case-study
Auto Enrollment Legislation Guidance
Auto Enrollment Legislation GuidanceNAGDCA Executive Director Matt Petersen talks with Executive Board Member-at-Large, …, , , May 26, 2022plan-administration plan-design-and-structure plan-features plan-governancepodcast
2021 NAGDCA/EBRI Public Retirement Research Lab (PRRL) Report
2021 NAGDCA/EBRI Public Retirement Research Lab (PRRL) ReportIndustry Report based on 2020 data. This is a summary …, May 22, 2022public-retirement-research-lab-prrl datastudy
Retirement Income and Fiduciary Considerations
Retirement Income and Fiduciary ConsiderationsMichael Kreps, Principal at Groom Law Group joins NAGDCA Executive …, , , April 4, 2022fiduciary-responsibility plan-administration plan-design-and-structure plan-governancepodcast
Public Service Loan Forgiveness Program: Temporary Waivers Explained
Public Service Loan Forgiveness Program: Temporary Waivers ExplainedJoin us to learn about the Public Service Loan Forgiveness …, March 17, 2022education participant-engagementwebinar
EBRI Issue Brief - ESG Investment Options in Public DC Plans
EBRI Issue Brief – ESG Investment Options in Public DC PlansIncreasing consideration of sustainable investing in retirement plans has been …, March 4, 2022investments public-retirement-research-lab-prrl plan-design-and-structure datastudy
Nationwide - The growth opportunity with Hispanic clients
Nationwide – The growth opportunity with Hispanic clientsThe growth opportunity with Hispanic clients: Special considerations and potential …, , , February 11, 2022communication participant-engagement participant-services plan-design-and-structure
Empower - Making a difference for employees
Empower – Making a difference for employeesMaking a difference for employees: How government employers are looking …, , , February 11, 2022participant-engagement participant-services plan-features plan-services plan-design-and-structure plan-administration
Voya Perspectives - Retirement income is the new retirement plan outcome
Voya Perspectives – Retirement income is the new retirement plan outcomeUncovering opportunities and solutions to help employees transition retirement savings …, , February 1, 2022education plan-design-and-structure plan-features participant-engagement
Northwestern Decision - Takeaways for Public Plan Fiduciaries
Northwestern Decision – Takeaways for Public Plan FiduciariesOn January 24, 2022, in a unanimous decision, the Supreme Court in Hughes v. Northwestern remanded a long-running case against Northwestern University to the lower courts for further review. While the case …, , January 28, 2022investments nagdca-government-affairs plan-design-and-structureguide
The Next Generation of Financial Wellness
The Next Generation of Financial WellnessFinancial wellness programs are evolving quickly due to the embrace …, , , January 3, 2022participant-engagement plan-administration plan-design-and-structure plan-governanceconference-presentation
The Value of an Effective Participant Education Program
The Value of an Effective Participant Education ProgramOne size certainly does not fit all when it comes …, , January 3, 2022communication education participant-engagementconference-presentation
Public and Private – Exploring lessons learned from both sectors
Public and Private – Exploring lessons learned from both sectorsWe know the public sector differs from the private sector …, January 3, 2022plan-administration plan-design-and-structureconference-presentation
Evolution of the DC Plan Menu
Evolution of the DC Plan MenuPlan sponsor directed investment offerings have experienced many innovative changes …, January 3, 2022investments plan-design-and-structureconference-presentation
DB Pensions and DC Plans – Working in tandem to achieve financial security
DB Pensions and DC Plans – Working in tandem to achieve financial securityWhile defined benefit plans have steadily declined in the private …, , January 3, 2022plan-administration plan-design-and-structure plan-governanceconference-presentation
Understanding Plan Fees and Value Propositions
Understanding Plan Fees and Value PropositionsReducing retirement plan costs is a commendable goal on the …, January 3, 2022plan-administration plan-design-and-structureconference-presentation
Improving Plan and Participant Outcomes through DEI Initiatives
Improving Plan and Participant Outcomes through DEI InitiativesDiversity, equity, and inclusion (DEI) are more than just buzz …, , January 3, 2022participant-engagement plan-administration plan-design-and-structureconference-presentation
Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & Concerns
Data-driven Solutions: Exploring and Utilizing Data Sources to Solve for Retirement Plan Goals & ConcernsJoin three members of the Plan Sponsor Advisory Council for …, , , January 3, 2022participant-engagement plan-administration plan-design-and-structure public-retirement-research-lab-prrl dataconference-presentation
The Long View – Decumulation Solutions
The Long View – Decumulation SolutionsInterest in retirement income has skyrocketed in recent years highlighted …, , January 3, 2022investments plan-administration plan-design-and-structureconference-presentation
Make it Personal – Developing data-driven communications
Make it Personal – Developing data-driven communicationsWe live in a time when digital marketing moves fast, …, , , January 3, 2022communication education participant-engagement technologyconference-presentation
Award Winner Showcase
Award Winner ShowcaseThe Award Winner Showcase webinar features 2021 Leadership Award winners …, , , , November 10, 2021participant-engagement plan-administration plan-design-and-structureaward-winner case-study webinar
2021 Leadership Award Winners
2021 Leadership Award WinnersDownload the 2021 Leadership Awards booklet to learn about each …, , , , August 31, 2021participant-engagement plan-administration plan-design-and-structure plan-governanceaward-winner case-study
Virginia Retirement System - VRS Interactive Virtual Tools
Virginia Retirement System – VRS Interactive Virtual ToolsAs COVID-19 spread across the globe, out of an abundance …, , July 28, 2021participant-engagement technologyaward-winner case-study
State of North Carolina - Enrollment Webpage Enhanced Experience
State of North Carolina – Enrollment Webpage Enhanced ExperienceThe N.C. Department of State Treasurer (DST) administers three supplemental …, , July 28, 2021participant-engagement technologyaward-winner case-study
State of Florida - Informational Videos-Enrollment Series
State of Florida – Informational Videos-Enrollment SeriesThe State of Florida Bureau of Deferred Compensation released a …, , , July 28, 2021communication participant-engagement technologyaward-winner case-study
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) - Social Distancing - But Not Alone
Maryland Teachers and State Employees Supplemental Retirement Plans (MSRP) – Social Distancing – But Not AloneThis isn’t a story about technology. It’s a story of …, , July 28, 2021participant-engagement technologyaward-winner case-study
City of Phoenix Deferred Compensation Plan - Virtual Financial Expo
City of Phoenix Deferred Compensation Plan – Virtual Financial ExpoEach year we host an in-person Financial expo, conducting many …, , July 28, 2021participant-engagement technologyaward-winner case-study
State Universities Retirement System of Illinois - Redesigning the Core Defined Contribution Plan
State Universities Retirement System of Illinois – Redesigning the Core Defined Contribution PlanWith their members’ retirement security in mind, the State Universities …, , , July 28, 2021investments plan-administration plan-design-and-structureaward-winner case-study
State of Wisconsin - Wisconsin Deferred Compensation Program Defined Benefit Estimate Pilot
State of Wisconsin – Wisconsin Deferred Compensation Program Defined Benefit Estimate PilotThe Wisconsin Deferred Compensation Program (WDC) wanted to measure participant …, , July 28, 2021plan-administration plan-design-and-structureaward-winner case-study
San Bernardino County - Investment Lineup Enhancements
San Bernardino County – Investment Lineup EnhancementsAfter the investment lineup enhancement, participants transferred only 0.06% of …, , , July 28, 2021investments plan-administration plan-design-and-structureaward-winner case-study
Kentucky Public Employees' Deferred Compensation Authority - Investing in our Investors: KDC's 2021 Investment Redesign
Kentucky Public Employees’ Deferred Compensation Authority – Investing in our Investors: KDC’s 2021 Investment RedesignKDC had much pent up demand in the category of …, , , July 28, 2021investments plan-administration plan-design-and-structureaward-winner case-study
Illinois State Board of Investment (ISBI) - Supporting Retirement Savings - Participation, Contributions, and the Investment Menu
Illinois State Board of Investment (ISBI) – Supporting Retirement Savings – Participation, Contributions, and the Investment MenuAs pension benefits in the State of Illinois have evolved …, , , July 28, 2021investments plan-administration plan-design-and-structureaward-winner case-study
NYC Health + Hospitals - COVID-19 2020 Education & Communications
NYC Health + Hospitals – COVID-19 2020 Education & CommunicationsThis initiative showcased how Prudential and NYC Health + Hospitals …, , , July 28, 2021communication education participant-engagementaward-winner case-study
Missouri State Employees' Retirement System (MOSERS) - Automatic Increase Holiday Savings Campaign
Missouri State Employees’ Retirement System (MOSERS) – Automatic Increase Holiday Savings CampaignThe State of Missouri Deferred Compensation Plan and the plan’s …, , , July 28, 2021communication participant-engagement plan-features plan-design-and-structureaward-winner case-study
Employees Retirement System of Texas (ERS) - Summer Enrollment Campaign
Employees Retirement System of Texas (ERS) – Summer Enrollment CampaignKnowing State of Texas employees will only have about 50% …, , July 28, 2021communication participant-engagementaward-winner case-study
Anchorage School District- 403(b) and 457 Plans: Enrollment Campaign and Plan Enhancements
Anchorage School District- 403(b) and 457 Plans: Enrollment Campaign and Plan EnhancementsAnchorage School District (ASD) offers both a 403(b) and 457(b) …, , July 28, 2021communication participant-engagementaward-winner case-study
State of North Carolina - Enrollment Campaign
State of North Carolina – Enrollment CampaignThe N.C. Department of State Treasurer (DST) recognizes that enrollment …, , July 28, 2021nrsm participant-engagementaward-winner case-study
Metropolitan Transportation Authority - MTA Financial Wellness Challenge 2020
Metropolitan Transportation Authority – MTA Financial Wellness Challenge 2020As a global pandemic set in, MTA essential workers experienced …, , July 28, 2021nrsm participant-engagementaward-winner case-study
Commonwealth of Massachusetts - Virtual Road Trip to Retirement
Commonwealth of Massachusetts – Virtual Road Trip to RetirementIn October 2020, the Massachusetts 457 Deferred Compensation SMART Plan …, , July 28, 2021nrsm participant-engagementaward-winner case-study
City of Los Angeles – NRSM 2020 - LA's the Place!
City of Los Angeles – NRSM 2020 – LA’s the Place!On October 1, 2020, the City of Los Angeles Deferred …, , July 28, 2021nrsm participant-engagementaward-winner case-study
California State Teachers' Retirement System - CalSTRS Pension2 National Retirement Security Month Campaign
California State Teachers’ Retirement System – CalSTRS Pension2 National Retirement Security Month CampaignCalSTRS operates seven Member Service Centers throughout the state of …, , July 28, 2021nrsm participant-engagementaward-winner case-study
Virginia Retirement System - Virtual Pandemic Response
Virginia Retirement System – Virtual Pandemic ResponseIn 2020, the world was forever changed by the coronavirus …, July 28, 2021participant-engagementaward-winner case-study
State of Hawaii - Island $avings Plan Virtual Benefits Fair
State of Hawaii – Island $avings Plan Virtual Benefits FairAt the height of the Governor’s announcement on the stay-at-home …, July 28, 2021participant-engagementaward-winner case-study
District of Columbia - DC Virtual Investment Fair
District of Columbia – DC Virtual Investment FairDistrict’s Office of Finance and Treasury and its Department of …, July 28, 2021participant-engagementaward-winner case-study
County of Los Angeles - Ready, Set, Communicate!
County of Los Angeles – Ready, Set, Communicate!In March 2020, the County responded to pandemic-imposed constraints adopting …, , July 28, 2021communication participant-engagementaward-winner case-study
Bay Area Rapid Transit (BART) - Retirement Plans COVID-19 Response
Bay Area Rapid Transit (BART) – Retirement Plans COVID-19 ResponseAs an essential public transportation system serving the San Francisco …, July 28, 2021participant-engagementaward-winner case-study
Trends and Considerations for ESG Investing in Governmental Defined Contribution Plans
Trends and Considerations for ESG Investing in Governmental Defined Contribution PlansJoin us for a discussion on Environmental, Social and Governance …, June 29, 2021investments plan-design-and-structure
Template Questionnaires - Evaluate views, practices, policies, and initiatives of investment management firms
Template Questionnaires – Evaluate views, practices, policies, and initiatives of investment management firmsNAGDCA has developed a series of template questionnaires for interested …, , , , , , June 22, 2021cybersecurity participant-services plan-administration plan-design-and-structure plan-governance plan-servicesguide template
SECURE 2.0 Summary for Public Plan Sponsors
SECURE 2.0 Summary for Public Plan SponsorsOn May 5, 2021, the House Ways and Means Committee …, June 4, 2021nagdca-government-affairs plan-design-and-structureguide
A Deeper Look at Asset Allocation: Plan Structure and Demography the Key to Effective Plan Design
A Deeper Look at Asset Allocation: Plan Structure and Demography the Key to Effective Plan DesignThe newest study from the PRRL reveals that the majority …, May 20, 2021public-retirement-research-lab-prrl datastudy
A Deep Dive into Public Sector Asset Allocation
A Deep Dive into Public Sector Asset AllocationHow can plan sponsors help participants make smart choices with …, , May 5, 2021public-retirement-research-lab-prrl datastudy webinar
DOL Issues Missing Participant Guidance
DOL Issues Missing Participant GuidanceOn January 12, 2021, the U.S. Department of Labor (“DOL”) …May 5, 2021nagdca-government-affairsguide
The State of Public Sector DC Plans Study Snapshot
The State of Public Sector DC Plans Study SnapshotStudy Snapshot | Features findings from the Public Retirement Research …, April 28, 2021public-retirement-research-lab-prrl datastudy
DOL Cybersecurity Guidance - Key Takeaways for Plan Sponsors and Service Providers
DOL Cybersecurity Guidance – Key Takeaways for Plan Sponsors and Service ProvidersOn April 14, 2021, the Department of Labor’s Employee Benefits …, April 22, 2021cybersecurity nagdca-government-affairs plan-governanceguide
The State of Public Sector DC Plans: A First Look at the PRRL Database
The State of Public Sector DC Plans: A First Look at the PRRL DatabaseReport reveals initial look at public sector DC plan account …, February 25, 2021public-retirement-research-lab-prrl datastudy
A Closer Look at Federal Legislation to Improve Outcomes for 403(b) Plan Participants
A Closer Look at Federal Legislation to Improve Outcomes for 403(b) Plan ParticipantsJoin us for a conversation to explore the Public Service …, , February 11, 2021investments nagdca-government-affairs plan-design-and-structurewebinar
The Current State of Public Defined Contribution Plans: Findings from the Public Retirement Research Lab
The Current State of Public Defined Contribution Plans: Findings from the Public Retirement Research LabThe PRRL database is the most extensive of its kind, …, January 28, 2021public-retirement-research-lab-prrl datastudy webinar
Post-election Webinar: What’s Ahead for Public Sector DC Plans in 2021?
Post-election Webinar: What’s Ahead for Public Sector DC Plans in 2021?Our panel of speakers reflects on the recent election and …December 9, 2020nagdca-government-affairswebinar
2020 Participant Engagement and Communications Survey Report
2020 Participant Engagement and Communications Survey ReportIn June and July 2020, NAGDCA conducted an online survey …, , , , , December 7, 2020communication education participant-engagement data technologycase-study study
Health, Wellness and Financial Security
Health, Wellness and Financial SecurityNAGDCA Connect – October 2020 | Today’s 65-year-old can expect to live another 20 years, according to the Social Security Administration. Similarly, the bottom 20% of older adults have no …, , , , October 26, 2020participant-engagement participant-services plan-administration plan-features plan-services plan-design-and-structureconference-presentation
PRRL - Impact of CARES Act Distribution Provisions on Public Sector DC Plans
PRRL – Impact of CARES Act Distribution Provisions on Public Sector DC PlansThis report contains key findings from the Public Retirement Research …, October 20, 2020public-retirement-research-lab-prrl datastudy
Retirement Income: Funding the encore
Retirement Income: Funding the encoreNAGDCA Connect – October 2020 | NAGDCA members work hard …, , , October 19, 2020investments participant-services plan-design-and-structure plan-featuresconference-presentation
To catch a thief: Fraud and cybersecurity in a connected world
To catch a thief: Fraud and cybersecurity in a connected worldNAGDCA Connect – October 2020 | Hacking, breaches, viruses, ransomware …, October 14, 2020cybersecurity plan-governanceconference-presentation
Seeking the Holy Grail – Holistic Financial Wellness
Seeking the Holy Grail – Holistic Financial WellnessNAGDCA Connect – October 2020 | COVID-19 has put a …, , October 14, 2020participant-engagement plan-administration plan-design-and-structureconference-presentation
Auto Features: Set it and forget it?
Auto Features: Set it and forget it?NAGDCA Connect – October 2020 | Automatic enrollment is one …, October 14, 2020plan-design-and-structure plan-featuresconference-presentation
Talk is cheap: How to drive change through strategic communications
Talk is cheap: How to drive change through strategic communicationsNAGDCA Connect – October 2020 | All employees must understand …, October 12, 2020communication participant-engagementconference-presentation
Show me the money - a focus on fees
Show me the money – a focus on feesNAGDCA Connect – October 2020 | In recent years, government …, , , October 7, 2020plan-administration plan-governance plan-services rfpconference-presentation
Practical Innovations – Easy Ways to Turbocharge Your Program
Practical Innovations – Easy Ways to Turbocharge Your ProgramNAGDCA Connect – October 2020 | Who knew stepping outside …, , , October 7, 2020participant-engagement plan-administration plan-design-and-structure plan-governanceconference-presentation
At a crossroads: Health and Wealth
At a crossroads: Health and WealthNAGDCA Connect – October 2020 | Public sector retirement plans …, , , October 7, 2020investments participant-services plan-administration plan-design-and-structureconference-presentation
The way forward: Why diversity and inclusion matters
The way forward: Why diversity and inclusion mattersNAGDCA Connect – October 2020 | Is retirement a demographically …, , October 5, 2020participant-engagement plan-administration plan-governanceconference-presentation
2020 Leadership Award Winners
2020 Leadership Award WinnersThis publication contains details about each of the 2020 Leadership …, , , , September 10, 2020participant-engagement plan-administration plan-design-and-structure plan-governanceaward-winner case-study
Guidance on Statement No. 97, New GASB Accounting Standard Impacting 457 Plans
Guidance on Statement No. 97, New GASB Accounting Standard Impacting 457 PlansRecently, the Governmental Accounting Standards Board (GASB) announced Statement No. 97, Certain …August 12, 2020nagdca-government-affairsguide
City of Los Angeles Deferred Compensation Plan - The Best Plans are with your Friends
City of Los Angeles Deferred Compensation Plan – The Best Plans are with your FriendsWhat good is the best plan without your best friends? …, July 22, 2020nrsmaward-winner case-study
State of Hawaii & State of Vermont – Go Green
State of Hawaii & State of Vermont – Go GreenThe Island $avings Plan and State of Vermont Retirement Plan, …, , July 22, 2020participant-engagement technologyaward-winner case-study
Missouri State Employees Retirement System – Enhancing Participant Outreach Using Web 1-on-1s and Webinars
Missouri State Employees Retirement System – Enhancing Participant Outreach Using Web 1-on-1s and WebinarsThe State of Missouri Deferred Compensation Plan (or the MO …, , July 22, 2020participant-engagement technologyaward-winner case-study
Johnson County, Kansas – Expanding Wellness Incentive Program by Incorporating Financial Wellness
Johnson County, Kansas – Expanding Wellness Incentive Program by Incorporating Financial WellnessJohnson County’s “Your Wellness Matters” Program lowers the health care …, , July 22, 2020participant-engagement technologyaward-winner case-study
City of Austin – A Targeted Solution Encouraging Enrollment and Saving
City of Austin – A Targeted Solution Encouraging Enrollment and SavingThe City of Austin Deferred Compensation Plan Committee understands that …, , July 22, 2020participant-engagement technologyaward-winner case-study
State of North Carolina – Importance of Employer Contributions
State of North Carolina – Importance of Employer ContributionsOne of the North Carolina Department of State Treasurer’s (NC …, , July 22, 2020plan-design-and-structure plan-featuresaward-winner case-study
County of San Bernardino – Automatic Enrollment Plan Design Enhancement
County of San Bernardino – Automatic Enrollment Plan Design EnhancementIn July 2019, the County of San Bernardino (the County) …, , July 22, 2020plan-design-and-structure plan-featuresaward-winner case-study
Commonwealth of Massachusetts – SMART Plan Active Choice Enrollment Form with Auto-Increase Option
Commonwealth of Massachusetts – SMART Plan Active Choice Enrollment Form with Auto-Increase OptionThe Massachusetts 457 Deferred Compensation SMART Plan, in collaboration with …, , July 22, 2020plan-design-and-structure plan-featuresaward-winner case-study
State of Hawaii – Island $avings Plan’s Action-based Educational Program
State of Hawaii – Island $avings Plan’s Action-based Educational ProgramHow do you capture participants’ attention and make the communication …, , , July 22, 2020communication education participant-engagementaward-winner case-study
Oregon Public Employees Retirement System (PERS) – Participant Education & Communication Campaign
Oregon Public Employees Retirement System (PERS) – Participant Education & Communication CampaignBeginning in January 2019, the PERS/OSGP marketing strategy focused on …, , July 22, 2020communication participant-engagementaward-winner case-study
Metropolitan Water District of Southern California – Save More, Do More Campaign
Metropolitan Water District of Southern California – Save More, Do More CampaignIn 2019, the Metropolitan Water District of Southern California (MWD) …, , July 22, 2020communication participant-engagementaward-winner case-study
Employees Retirement System of Texas – Level Up Your Retirement Campaign
Employees Retirement System of Texas – Level Up Your Retirement CampaignKnowing State of Texas employees will only have about 50% …, , July 22, 2020communication participant-engagementaward-winner case-study
County of San Diego – 2019 Sheriffs Retention Campaign
County of San Diego – 2019 Sheriffs Retention CampaignThe average monthly participant rollout from the County Deferred Compensation …, , July 22, 2020communication participant-engagementaward-winner case-study
Introduction to Public Sector Defined Contribution Plans
Introduction to Public Sector Defined Contribution PlansThis four-part publication is designed to help new plan sponsors, …, , , July 8, 2020participant-engagement plan-administration plan-design-and-structure plan-governanceguide
PRRL - Meaningful Differences in Public Employee Tenure by Geographic Region
PRRL – Meaningful Differences in Public Employee Tenure by Geographic RegionStudy Snapshot | A recent PRRL Research Study titled “Trends …, June 18, 2020public-retirement-research-lab-prrl datastudy
Introducing the Public Retirement Research Lab: Defining the Future of Public Sector Retirement
Introducing the Public Retirement Research Lab: Defining the Future of Public Sector RetirementIn late 2019, we announced the creation of the Public …, June 18, 2020public-retirement-research-lab-prrl datastudy webinar
PRRL - Long-Tenure Workers a Much Greater Force in Public-Sector Plans
PRRL – Long-Tenure Workers a Much Greater Force in Public-Sector PlansStudy Snapshot | Employee tenure is a critically important topic …, May 21, 2020public-retirement-research-lab-prrl datastudy
No Auto, Now What?
No Auto, Now What?In this webinar, we explore the current state of automatic enrollment in public sector retirement plans and learn how two 2019 NAGDCA Leadership Award winning plans and their industry partners …, , , , May 14, 2020communication participant-engagement plan-design-and-structure plan-features plan-services plan-administrationwebinar
Techniques for Increasing Enrollment
Techniques for Increasing EnrollmentAn overview of successful enrollment initiatives from 2019 NAGDCA Leadership …, , May 14, 2020communication education participant-engagementguide
PRRL- Trends in Public-Sector Employee Tenure Study Snapshot
PRRL- Trends in Public-Sector Employee Tenure Study SnapshotWe’re delighted to announce the first study from the Public …, May 7, 2020public-retirement-research-lab-prrl datastudy
Legislative Update
Legislative UpdateOur panel shared an update on NAGDCA’s 2020 legislative priorities, …, , April 30, 2020nagdca-government-affairs plan-administration plan-governancewebinar
Cybersecurity Considerations for Plan Sponsors
Cybersecurity Considerations for Plan SponsorsJoin DCIIA, NAGDCA and the SPARK Institute for an exclusive …, April 22, 2020cybersecurity plan-governancewebinar
A Conversation with Keith Overly, retired Executive Director of Ohio Deferred Compensation
A Conversation with Keith Overly, retired Executive Director of Ohio Deferred CompensationKeith Overly, recently retired from Ohio Deferred Compensation, shares his …, , April 20, 2020plan-administration plan-governancemembership webinar
NRSM Logo
NRSM LogoNational Retirement Security Month logo for use in promotional items. …April 20, 2020nrsm
Investments and Communications in the Midst of COVID-19
Investments and Communications in the Midst of COVID-19The COVID-19 outbreak has created a perfect storm of risks …, , April 9, 2020communication participant-engagement plan-governancewebinar
CARES Act Analysis
CARES Act AnalysisThe CARES Act is wide-ranging legislation aimed at partially alleviating …April 3, 2020nagdca-government-affairsguide
COVID-19 Resources
COVID-19 ResourcesAcross the country your friends and colleagues in NAGDCA are …, , , March 20, 2020participant-engagement plan-administration plan-design-and-structure plan-governanceguide
Facing Down the Most Damaging Risks to Your Plan’s Reputation
Facing Down the Most Damaging Risks to Your Plan’s ReputationAs a public sector DC plan sponsor, what keeps you …, November 20, 2019fiduciary-responsibility plan-governancewebinar
NAGDCA 2019 Perspectives In Practice Survey Detailed Report
NAGDCA 2019 Perspectives In Practice Survey Detailed Report2019 NAGDCA Benchmarking Survey Report, November 13, 2019benchmarking-archives datastudy
Retaining Retirees and Those Nearing Retirement
Retaining Retirees and Those Nearing RetirementParticipants have spent decades preparing for the much-anticipated day they …, , , September 11, 2019communication education participant-engagement plan-design-and-structureconference-presentation
Financial Wellness
Financial WellnessHistorically, wellness was comprised solely of physical health and plan …, , , September 11, 2019communication participant-engagement participant-services plan-design-and-structureconference-presentation
Asset Allocation Techniques during the Accumulation Phase
Asset Allocation Techniques during the Accumulation PhaseThe first question most participants have once they elect to …, September 11, 2019investments plan-design-and-structureconference-presentation
Keynote Speaker - Dr. Shlomo Benartzi
Keynote Speaker – Dr. Shlomo BenartziThe Digital Fiduciary: Online Behavior and Retirement Success In this …, September 10, 2019participant-engagement technologyconference-presentation
Fiduciary Diligence, Best Practices, Lawsuits and Lessons Learned
Fiduciary Diligence, Best Practices, Lawsuits and Lessons LearnedIt is essential for plan sponsors to understand their fiduciary …, , , September 10, 2019fiduciary-responsibility plan-administration plan-governance plan-servicesconference-presentation
Cyber Security
Cyber SecurityCyber security is simultaneously one of the most pressing, and …, September 9, 2019cybersecurity plan-governanceconference-presentation
Leveraging Technology and Participant Tools
Leveraging Technology and Participant ToolsNew technology continues to alter everything in our lives, including …, , September 9, 2019participant-engagement participant-services technology plan-design-and-structureconference-presentation
How DB Plan Pressures Impact DC Plans
How DB Plan Pressures Impact DC PlansFor many, a key benefit of working in the public …, September 9, 2019plan-administration plan-design-and-structureconference-presentation
Fees and the RFP Process
Fees and the RFP ProcessThe formal Request for Proposal (RFP) process can be a …, , September 9, 2019plan-administration plan-services rfpconference-presentation
Successful Communication Campaigns
Successful Communication CampaignsThe concept of retirement can be difficult for many participants …, September 9, 2019communication participant-engagementconference-presentation
Role of Fixed Income Investments in a Portfolio
Role of Fixed Income Investments in a PortfolioFixed income investments can play several key roles in a …, September 9, 2019investments plan-design-and-structureconference-presentation
Equity Investment Options
Equity Investment OptionsEquities can play a pivotal role in the long-term success …, September 9, 2019investments plan-design-and-structureconference-presentation
Keynote Speaker - Matt Johnson, The Impossible Company
Keynote Speaker – Matt Johnson, The Impossible CompanyThe Impossible Dream: How Storytelling Transforms Us In this keynote, …, September 9, 2019communication participant-engagementconference-presentation
Board/Committee Membership, Governance & Best Practices
Board/Committee Membership, Governance & Best PracticesProper plan oversight and operation is essential in maintaining governance …, , September 8, 2019board-members fiduciary-responsibility plan-governanceconference-presentation
Intro to DC Plans
Intro to DC PlansLearn about the primary concepts related to achieving successful outcomes …, , , September 8, 2019participant-engagement plan-administration plan-design-and-structure plan-governanceconference-presentation
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of New Hampshire – National Retirement Security MonthStarting October 1 through October 31, 2018, the New Hampshire …, August 7, 2019nrsmaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of Hawaii – Maui Employee Benefits Fair Celebrates National Retirement Security WeekThe Island $avings Plan held an employee benefits fair to …, August 7, 2019nrsmaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Oregon Public Employees Retirement System (PERS) – Explore Your Financial Future – PERS/OSGP Expo ’18The Oregon Public Employees Retirement System (PERS) and the Oregon …, August 7, 2019nrsmaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
ERS of Texas – Texa$aver Get Financially Fit National Retirement Security Month CampaignIn October 2018, ERS wanted to educate and inform participants …, August 7, 2019nrsmaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
City of Los Angeles Deferred Compensation Plan – NRSW “Name That Year!”National Retirement Security Week is a perfect opportunity to engage …, August 7, 2019nrsmaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Virginia Retirement System – Hybrid 457 Deferred Compensation Plan Voluntary Contribution Savings InitiativeIn 2018, the Virginia Retirement System (VRS) successfully promoted the …, , August 7, 2019participant-engagement technologyaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of California Savings Plus – One Minute Video Multichannel CampaignSavings Plus produced five “One Minute Videos” that generated over …, , , August 7, 2019communication participant-engagement technologyaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Ohio Deferred Compensation – Crowdsourcing for Website DesignOne of Ohio Deferred Compensation’s unique aspects is its internally …, , August 7, 2019participant-engagement technologyaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Nassau County Deferred Compensation Plan – Web Registration and Financial Wellness Online Platform UpgradeAccording to a 2016 PWC Employee Financial Wellness survey, 78% …, , August 7, 2019participant-engagement technologyaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
City of Austin – Automated Emails and Digital Enroll CampaignKnowing their participants and employees prefer digital forms of communication, …, , , August 7, 2019communication participant-engagement technologyaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Wyoming Retirement System – Deemed IRAThe Wyoming Retirement System had known of the benefits of …, , August 7, 2019investments plan-design-and-structureaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of North Carolina – GoalMaker 2.0 Implementation & Investment ChangesPlan design changes are a fact of life. Yet launching …, , August 7, 2019investments plan-design-and-structureaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
San Mateo County – Automatic Enrollment & Auto-Escalate to Boost Savings RatesIn 2016, San Mateo County implemented a provision to automatically …, , August 7, 2019plan-design-and-structure plan-featuresaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
New York State Deferred Compensation Plan – Online Enrollment Solution LaunchAs the nation’s largest deferred compensation plan, the complexity of …, , August 7, 2019participant-services plan-design-and-structureaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
MOSERS – Transitioning Education Specialists to MOSERS EmployeesIn July 2017, the State of Missouri Deferred Compensation Plan …, , , August 7, 2019participant-services plan-design-and-structure plan-services plan-administrationaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
State of Alaska – Putting Alaskans on the path to financial readiness: winning the game of retirementThe State of Alaska’s strategic focus on helping their employees …, , , August 7, 2019communication education participant-engagementaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
Southeastern Pennsylvania Transportation Authority (SEPTA) – Transition CampaignThe Southeastern Pennsylvania Transportation Authority (SEPTA) provides public transit services …, , , , , August 7, 2019communication education participant-engagement participant-services plan-services plan-design-and-structure plan-administrationaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
NYC Health + Hospitals – Enrollment CampaignThis multimedia campaign was developed to increase participation in the …, , , August 7, 2019communication education participant-engagementaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
ERS of Texas – Texa$aver Two-Step CampaignWhen ERS wanted to educate and inform eligible state employees …, , , August 7, 2019communication education participant-engagementaward-winner case-study
Click below to download the PNG and/or EPS version of logo for use on your website or marketing materials.
City of Milwaukee – 2018 Healthy Rewards ProgramDuring 2018, the City of Milwaukee included the Deferred Compensation …, , , , August 7, 2019communication education participant-engagement participant-services plan-design-and-structureaward-winner case-study
Goals, Data, and Improving Participant Outcomes
Goals, Data, and Improving Participant OutcomesPresenter Daniel Powell, Senior Personnel Analyst with the City of …, , July 10, 2019participant-engagement participant-services technology plan-design-and-structurewebinar
Data-Driven Communication Strategies
Data-Driven Communication StrategiesPresenter Jeff Hutson, Chief Communication Officer of Indiana Public Retirement …, , April 10, 2019communication participant-engagement technologywebinar
Automatic Enrollment Map
Automatic Enrollment MapThe purpose of the NAGDCA Automatic Enrollment Map is to …, January 4, 2019plan-design-and-structure plan-featuresstudy
Ignite NAGDCA 2018
Ignite NAGDCA 2018This session featured a series of rapid-fire presentations from representatives …, , , September 26, 2018participant-engagement plan-administration plan-design-and-structure plan-governanceconference-presentation
Keynote Speaker - Punam Keller, Tuck School of Business at Dartmouth
Keynote Speaker – Punam Keller, Tuck School of Business at DartmouthFeelings and Choice Our inability or reluctance to make very …September 26, 2018participant-engagementconference-presentation
Success by Design: Innovation in Investment Lineups and Plan Design
Success by Design: Innovation in Investment Lineups and Plan DesignInvestment lineups and plan design are two critical parts of …, , September 25, 2018investments plan-design-and-structure plan-featuresconference-presentation
Holistic Retirement: Money, Purpose, Health
Holistic Retirement: Money, Purpose, HealthThere is more to a happy retirement than just the …, September 25, 2018participant-engagement plan-design-and-structureconference-presentation
Best Practices & Lessons Learned from Private Sector Defined Contribution Plans
Best Practices & Lessons Learned from Private Sector Defined Contribution PlansAlthough governmental defined contribution plans are not subject to the …, , September 25, 2018plan-administration plan-design-and-structure plan-governanceconference-presentation
Generational Education & Communication
Generational Education & CommunicationWhy is it beneficial to provide specialized education to different …, , September 25, 2018communication education participant-engagementconference-presentation
Keynote Speaker - Gary DeMoss, Invesco Consulting
Keynote Speaker – Gary DeMoss, Invesco ConsultingReDefined Contribution Plans: Engaging Participants with Clarity How can you …, , September 25, 2018communication participant-engagement technologyconference-presentation
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s Threats
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s ThreatsCyber-attacks are an ever-present danger in our modern age, but …, September 24, 2018cybersecurity plan-governanceconference-presentation
Winning Enrollment Techniques and Challenges
Winning Enrollment Techniques and ChallengesIs the size of your eligible and not participating population …, , , , September 24, 2018communication participant-engagement plan-design-and-structure plan-features technologyconference-presentation
Identifying & Solving for Retirement Income - What to do with that retirement nest egg...
Identifying & Solving for Retirement Income – What to do with that retirement nest egg…Defined contribution plan sponsors have developed many strategies for helping …, , September 24, 2018participant-engagement participant-services plan-design-and-structureconference-presentation
ESG - Environmental, Social and Governance Investment Criteria
ESG – Environmental, Social and Governance Investment CriteriaToday it appears that ESG investing is here to stay …, September 24, 2018investments plan-design-and-structureconference-presentation
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s Threats
The Emerging Cyber Threat: How Plan Sponsors Can Prepare for Tomorrow’s ThreatsCyber-attacks are an ever-present danger in our modern age, but how prepared are plan sponsors to deal with the current, and future, threat environment? Our diverse panel of experts will …September 24, 2018cybersecurity plan-governanceconference-presentation
Intro to DC Plans
Intro to DC PlansThis program focuses on the primary concepts related to achieving …, , , September 23, 2018participant-engagement plan-administration plan-design-and-structure plan-governanceconference-presentation
NAGDCA 2018 Perspectives In Practice Survey Summary Report
NAGDCA 2018 Perspectives In Practice Survey Summary Report2018 NAGDCA Benchmarking Survey Summary Report, August 13, 2018benchmarking-archives datastudy
Graduate from Your Student Loans
Graduate from Your Student LoansThis four page publication developed for participants by the 2018 …, August 10, 2018communication participant-engagementtemplate
Reaching Retirement Readiness
Reaching Retirement ReadinessThis four page publication developed for participants by the 2018 …, August 8, 2018communication participant-engagementtemplate
Measuring Success/Benchmarking
Measuring Success/BenchmarkingNAGDCA’s first webinar of 2018 covers the topic of measuring …, , March 22, 2018participant-engagement plan-administration plan-design-and-structurewebinar
Successful Strategy for Effective Marketing Initiatives
Successful Strategy for Effective Marketing InitiativesWith better engagement strategies, plans will note increased participation, higher …, September 13, 2017communication participant-engagementguide
NAGDCA 2017 Perspectives In Practice Detailed Report
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