HomeMy WebLinkAbout05.c. (Handout 1) ICMA-RC Presentation from meeting Item 5.c.
(Handout)
' icmA RC
BUILDING PUBLIC SECTOR
RETIREMENT SECURITY
2020 Plan Review
1 Central Contra Costa Sanitary
District
Date: March 23,2021
Presented by: ICMA-RC
AC:50528-0121
l
1
Real izeRetirement°
Building better outcomes
ENGAGE
BUILD
�rr REALIZE
2
1
� . .
�~ �
. »Mla,r.
\ !.
-
ƒ�
f
-
/:�§» � . �
W
2020 plan review
Plan participation 100%
Featured Initiatives 457 Plan Enrollments
fa+nRC
Start Your Journey
Campaign 'c�® .......................ov
++Rl..rna..,.rr. upo..lwaam.d
Virtual New Employee
Meetings
a�
2019 versus 2020 5
5
Plan saving 3%
�0
Featured Initiatives increase in
savings rate*
SAVING DOESN'T
HAVE TO BE STRESSFUL
Saving More
Campaign :-0GA(HARRS
mj5.,np"'fo vs hcnefn8i6n°dvY
®edeodgeme.
0.fQW[Ca oWu,.
Online Deferrals
OL°gRkYwv w,wnlA n..i,��.gi�mL-��"r'"
lo,�eYw.,mMEulum.
ICAM�
W5.K M14tt4Pp
2019 versus 2020 6
6
3
Plan engagement 120%
Featured Initiativesincrease in participant
_ account log ins*
1�
Managing Your Retirement T
Account Access Tips MANAGhNG YOUR RETIREMENT IS A CLICK AWAY!
33%
icMnRC
mobile log-ins*
2019 versus 2020
7
Plan retention 75%
Featured Initiatives decrease in
plan rollouts*
AWY
We Continue Working for JI
You Campaign ICMA-RC Continues Working for You
ry FM wtr�ptuniE.�wr�eYeYeW b Wwmlp wn
► Managed Accounts
► Retirement Plans
Specialist Appointments
*2019 versus 2020 a
g
4
2020 education results
REALIZE RETIREM ENT® . . . Building better outcomes
9 401(a) Enrollments
9 457 Enrollments
(S',
115 Participant Meetings
` 2 Central San Specific CFP
Webinars
15 CFP Consultations
REALIZE
50 Webinar Attendees
9
Managed account utilization
45 $10.7
Million
Participants Total Assets
10
10
5
CARES Act communications & education
CLW
Mr. Y
Washington Plan Sponsor Brainshark video Live webinars
Perspective and Participant
overview Resource Centers
11
CARES Act system enhancements & actions
Suspended RMDs Updated systems Developed CRD
and communicated to allow Coronavirus- forms and
RMD waiver Related Distributions related materials
(CRDs)
12
6
CARES Act-related distributions
1 $75,000
Total Distributions Total DollarAmount
13
13
7