Page 144 - DeferredComp-Feb2018

1. NAGDCA’s Best Practices Series
These sessions will cover the series of articles NAGDCA released in late 2013 which
identifies the key best practices plan sponsors should consider in managing their
plans.

a. Section 1 – Plan Administration
b. Section 2 – Plan Governance
c. Section 3 – Plan Design
d. Section 4 – Communications / Participant Education
e. Section 5 – Plan Sponsor Education
f. Section 6 – Plan Transition

2. Fee Equalization
This session will incorporate a white paper used by ERISA Attorney, Fred Reish and
discuss a new way of evaluating RFP proposals and a new financial structure for
plan sponsors to consider the equal allocation of administrative and record-keeping
fees across plan participants.

3. Education Policy
This session covers a structured Plan Sponsor Education Policy Statement (EPS)
for plan decision-makers and plan participants and the processes to assure pursuit
of consistently superior education.

4. Retiree Health Savings Accounts (VEBA and Section 115 IPT Options)
This session covers retiree health savings account options employers may consider
for retiree health benefits and coordination of this option with Defined Contribution
Plans.

5. Automatic Enrollment / Escalation and Fund Options
This session covers federal and state requirements for Automatic Enrollment,
options employers can consider in negotiations and impact on plan participants /
employees.

6. Integrating DB and DC Strategies
This session will provide practical steps the Committee may consider in establishing
protocols for integrating their 457 investment asset allocation with the benefits
provided through CalPERS.

7. Custom Website Options
This session will focus on what options are available on websites and how they can
be effectively used to provide critical information to plan participants.

8. Cyber-Security Issues and Strategies

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