Join us as NAGDCA Executive Director Matt Petersen kicks off an exciting new series with industry thought leader David Levine from Groom Law Group. Together, they dive into the most pressing trends in public DC plans—industry consolidation, emerging plan features like managed accounts and emergency savings, and innovations in investments such as customized target-date funds and income products.

Whether you're a plan sponsor, fiduciary, or just curious about the future of public sector retirement, this episode is packed with insights to help navigate the evolving landscape. Tune in to explore how to build plans that truly meet public employees' needs!

Join 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 Schaffer, Vice President of Business Development at Nationwide, share their insights with Executive Director Matt Petersen and answer questions from attendees.

Join NAGDCA for an in-depth discussion on the catch-up provisions in SECURE 2.0 and the impact on public sector plans. Marilyn Collister, Senior Director, Legislative and Regulatory Affairs at Empower and NAGDCA Legislative Committee member, and Craig Chaikin, Senior Vice President at Callan, will share their insights with Executive Director Matt Petersen and answer questions from attendees.

The 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 important to the industry as a whole, would not apply directly to governmental plans that are not bound to ERISA. In response, several states have stepped in to create their own rules to influence the actions of public plan sponsors. The landscape of these rules is both complex and diverse.

In this Connect Conversation, Marla Kreindler, Partner at Morgan Lewis and NAGDCA Legislative Committee member, joins Executive Director Matt Petersen to discuss the proposed and enacted rules, and help plan sponsors understand their obligations.

The recordkeeper RFP process is among the most daunting tasks a public sector DC plan administrator can undertake. In this Connect Conversation, AndCo consultant and NAGDCA Industry Committee member Jacob Peacock joins NAGDCA Executive Director Matt Petersen to discuss the process from start to finish. Jacob discusses where to start, what to expect during the process, common pitfalls, and what to think about if you select a new service provider.

NAGDCA Executive Director Matt Petersen talks with Executive Board Member-at-Large, Christina Elliott, about auto enrollment. Christina shares her experience securing auto enrollment legislation for the Ohio Deferred Compensation Plan and offers tips for other plans considering pursuing similar state legislation.

Featuring Matt Petersen, NAGDCA & Michael Kreps, Groom Law Group

Michael Kreps, Principal at Groom Law Group joins NAGDCA Executive Director, Matt Petersen for a conversation about evaluating retirement income options through a public sector fiduciary lens.

Michael recently published a paper titled, Guaranteeing a Secure Retirement: A Practical Guide for Selecting DC Plan Lifetime Income Options. He and Matt discuss ways that public plan sponsors can adapt lessons from the private sector and evaluate the rapidly growing list of retirement income options to suit their unique plan circumstances.