|TUESDAY, SEPTEMBER 25
||Theresa Cruz Myers 5k Run - Participants Meet
||Theresa Cruz Myers 5k Run Begins
|7:30 a.m. – 4:00 p.m.
||Registration Desk Open
|7:30 a.m. – 8:15 a.m.
|8:15 a.m. – 9:15 a.m.
ReDefined Contribution Plans: Engaging participants with clarity
Speaker: Gary DeMoss, Director of Invesco Consulting
How can you help participants make better decisions? Choose your words carefully. From fees to target date funds, this session will explore commonly used words, phrases and messages to use and lose in defined contribution plan communications. The language research presented in this session is based on a six-month study, completed in 2018, designed to help plan sponsors engage more with participants. It’s not what you say. It’s what they hear.
|9:15 a.m. – 9:30 a.m.
|9:30 a.m. - 10:30 a.m.
Crafted exclusively for the conference, this session will take an interactive approach to encourage thoughtful discussion in breakout groups. Each group discussion will be unique and allow members to learn from each other by discussing a range of engaging and interesting questions. You won't want to miss this enriching networking session.
|10:30 a.m. – 10:45 a.m.
|10:45 a.m. – 11:45 a.m.
Government Breakout Sessions by Asset Size
(Government members and students only)
Session #1: $100 million or less
Moderator: Ralph Marsh, Houston Firefighters' Relief and Retirement Fund
Session #2: $101 million - $250 million
Moderator: Beverly Freeman, Public Utility District #1 of Chelan County
Session #3: $251 million - $499 million
Moderator: Robert Wylie, South Dakota Retirement System
Session #4: $500 million - $999 million
Moderator: Rob Boehmer, Nevada Public Employees' Deferred Compensation Program
Session #5: $1 billion - $3 billion
Moderator: Chris Biddle, Commonwealth of Kentucky
Session #6: > $3 billion
Moderator: Kimberly Burch-Garcia, County of Los Angeles
|10:45 a.m. – 11:45 a.m.
||Industry Members Business Meeting
(Industry Members & Students only)
|12:00 p.m. - 4:00 p.m.
(Registered guests only)
Philadelphia Then & Now, is a fully-guided tour through four centuries of art, architecture and Philadelphia’s growth to the 2nd largest city on the east coast. Before beginning the tour, guests will have lunch at Reading Terminal Market (lunch included). After lunch, we’ll explore the period before and up to 1776, and hear the stories of the people, places and things that made Colonial Philadelphia the seat of government for the young nation and one of the largest English speaking cities in the world.
Click here for more details.
|12:00 p.m. - 1:15 p.m.
||Government Member Lunch & Business Meeting
|1:15 p.m. - 1:30 p.m.
|1:30 p.m. - 2:30 p.m.
Generational Education & Communication
Moderator/Panelist: Sharon Scanlon, Lincoln Financial Group
Panelists: Jake O’Shaughnessy, SageView Advisory Group | Cindy Rehmeier, MOSERS |
Hyun Swanson, University of California
Why is it beneficial to provide specialized education to different age-cohorts or generations of employees - from Millennials to Gen-X to Boomers? Varying generations of employees may comprehend messaging regarding financial education differently. Education relevant to one group is not always relevant to another. Generations of employees also differ in how they prefer to receive this type of education.
This session will describe the importance of segmenting messaging to different generations of employees, how these employees understand information, and what delivery methods tend to achieve the most outreach success. The session will also provide attendees with innovative targeted outreach and education from fellow government defined contribution plans.
|2:30 p.m. - 2:45 p.m.
|2:45 p.m. - 3:45 p.m.
Concurrent Sessions (3 topics)
Success by Design: Innovation in Investment Lineups and Plan Design
Moderator: Barbara Healy, NFP
Panelists: Mary Buonfiglio, NC Supplemental Retirement Plans | Brian Moore, AZ Public Safety Personnel Retirement System | Polly Scott, Wyoming Retirement System
Investment lineups and plan design are two critical parts of a successful government DC plan program. These two facets must work together in order to help participants make the right choices and achieve the best possible outcomes. Topics that will be covered include:
- New approaches to the tiered investment menu
- Investments that can help address the risks that participants face
- Plan design innovations and real-world examples of these concepts in action
Best Practices & Lessons Learned from Private Sector Defined Contribution Plans
Moderator/Panelist: Judith Boyette, Hanson Bridgett
Panelists: Jeffrey Cable, Colorado PERA | Sherrie Grabot, GuidedChoice | Mark Kordonsky, SageView Advisory Group
Although governmental defined contribution plans are not subject to the rules of the Employee Retirement Income Security Act of 1974 (ERISA), many such plans use ERISA rules as a best practice in various areas of plan administration, such as selection of investment options, fee disclosures, fiduciary responsibilities, and claims and appeals procedures.
The session will address the areas in which it may be a good idea to utilize ERISA standards as best practices, as well as areas in which following ERISA may not be in your plan's best interest or even may be in conflict with your plan's rules and regulations. In addition, the session will include a brief discussion of the recent lawsuits against ERISA defined contribution plan fiduciaries and how these lawsuits provide important lessons to governmental defined contribution plans.
Holistic Retirement: Money, Purpose, Health
Moderator: Wendy Dominguez, Innovest
Panelists: Andrea Cockrell, City of Plano | Brayton Connard, Monroe County | Carl Steinhilber |
Jonathan Viscounte, Prudential
There is more to a happy retirement than just the retirement party and leisure activities.We spend decades planning for the day we retire. Participants have thought little about what that retirement will look like post work. There are important decision to consider around when to travel - early years of retirement vs. later years when health may be failing. How to find the purpose of our days once our lives are no longer defined by work. How to take care of our mental and physical health. How to make sure money will not run out.
|3:45 p.m. - 4:00 p.m.
|4:00 p.m. - 5:00 p.m.
||ANC Foundation Retirement Knowledge Quiz Bowl - Final Round
|6:00 p.m. - 9:00 p.m.
Off-Site Networking Event at the National Constitution Center
Enjoy heavy hors d’oeuvres and drinks while you network with colleagues against the iconic backdrop of the Independence Mall. Set in an exceptional location in the heart of Historic Philadelphia, the Center celebrates the American constitutional tradition through interactive exhibits and constitutional conversations. NAGDCA attendees will have access to the Center’s main exhibit, which includes three signature attractions: Freedom Rising in the Kimmel Theater, The Story of We the People in the Richard and Helen DeVos Exhibition Hall, and Signers’ Hall.
Freedom Rising is a multimedia theatrical production with 360-degree projection, state-of-the-art sound and lighting, and a live actor who narrates the American quest for freedom. Guests will be inspired by this stirring, 17-minute journey through the extraordinary story of “We the People.”
The Story of We the People is a dynamic, interactive exhibit that illuminates America’s constitutional history through innovative exhibits, films and photographs, rare artifacts, and hands-on activities led by our education staff.
Signers’ Hall is one of the Center’s most popular and iconic attractions, where you can sign the Constitution alongside 42 life-size, bronze statues of the Founding Fathers.