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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.
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It's time to renew your NAGDCA membership for 2018!
NAGDCA appreciates your membership as we are only as strong as our collective members. We hope you continue to find value in the
benefits of membership and encourage you to take full advantage of them.
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.
- Log in to your member profile here.
- Click on "My Transactions" from the left menu bar.
- 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
here.
If you have any questions about your membership dues or need assistance with logging in, please contact Liz Fossett at [email protected] or (859) 402-9809.
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NAGDCA Measuring Success/Benchmarking Webinar
Save the date!
March 21, 2018 at 3:00 pm ET
Registration opens February 21.
NAGDCA's first webinar of 2018 will cover the topic of measuring success through benchmarking. The speakers will discuss the importance of benchmarking data and the uses of data for both industry providers and plan sponsors. They will also highlight specific ways they have used
NAGDCA's Perspectives in Practice benchmarking data.
Paul Beddoe, NAGDCA Government Affairs Director, will discuss the importance of NAGDCA's data to legislative affairs, and will provide a legislative update.
Moderator:
- Tim Coyne, SUNY, Benchmarking Committee Chair
Speakers:
- Mikaylee O'Connor, RVK, Benchmarking Committee Vice-Chair
- Ryan McCoy, Pennsylvania Deferred Compensation Program, Benchmarking Committee Member
- Paul Beddoe, NAGDCA Government Affairs Director
This webinar is eligible for 1.0 CPE credit.
Registration information will be distributed Wednesday, February 21.
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Save the Date!
Registration & hotel block will open in April.
Mark your calendar today to attend this year's NAGDCA Annual Conference! The 2018 conference is focused on Winning Practices & Innovative Applications. We will learn from those both within and outside of our membership regarding current best practices and how those practices are being applied in innovative ways.
Topics Include
Cybersecurity |
Generational Communication Campaigns |
Retirement Income |
Participant Engagement
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Investment Lineups
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Auto Enrollment
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Decumulation Efforts
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ESG Investment Criteria
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Lifetime Income Products
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Holistic Retirement
Featuring
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Scott Wayne
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Dr. Punam Keller |
Gary DeMoss |
| Founder & Lead Negotiator, The Frontier Project |
Associate Dean for Innovation & Growth; Charles Henry Jones Third Century Professor of Management |
Director of Invesco Consulting |
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Hotel Room Block Closes March 5, 2018
Registration:
Fee:
$650
Location:
Washington, DC
Room Rate: $249/night + tax
Click here for reservations or call toll free (888) 613-7445, and identify yourself as part of the NAGDCA Industry Roundtable meeting. You can also reference the reservation ID:
418NAG.
Details:
The
The Industry Roundtable offers industry members a unique opportunity to meet and discuss important legislative and operational issues. The meeting is exclusively for industry members designed to address concerns specific to their needs. We will organize the agenda to provide our members the maximum amount of information and opportunity for creative participation, while at the same time limiting your time away from the office.
Click here to view the 2017 agenda.
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NAGDCA Best Practices Featured Content
A Primer on New Board Member Orientations & Education
Whether your board has three, thirteen or twenty-three members, you need an orientation process for new members. The procedures need to be welcoming, informative, and to the point. Each Board has a make-up that is also unique. Some boards turn over membership with every election while some have little turnover caused more by retirement than replacement. Regardless, there is no cookie cutter approach to new member orientation and education, and our goal with this publication is to provide you with a reference document.
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NAGDCA Member Benefit Highlights
Recently Posted RFPs:
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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.
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InFRE's Retirement InSight and Trends
InFRE's quarterly newsletter,
Retirement InSight and Trend
s, 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:
"IRA Beneficiary Designations and Surviving Spouse Strategies" by Rex L. Hogue, Attorney and Partner, Haiman Hogue, PLLC. Qualified retirement plans can create numerous estate planning problems. Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries.
"The DOL Fiduciary Rule and Your Duty of Care"
by Blaine Aikin, AIFA®, CFA, CFP®, CEO of fi360. The Department of Labor's Fiduciary Rule is here and it is transforming the marketplace for advice. While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care.
"Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties" by Denise Appleby, CISP, CRC®, CRPS, CRSP, APA, President of Appleby Retirement Consulting, Inc. As is evidenced by numerous IRS private letter rulings, court cases, and other official sources, mistakes with IRA transactions is a common occurrence. These mistakes can result in loss of tax-deferred status, and penalties being owed to the IRS.
Click here to read the most recent issue of Retirement InSight and Trends online
, or click here to receive the most recent issue as a PDF. Either way, be sure to subscribe and never miss an article. Each issue is good for one CRC®, CFP®,
ASPPA, CLU®, ChFC®, RICP®, and CASL continuing education credit upon successful completion of the online CE quiz.
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