About Us
About Us
The Executive Board of the National Association of Government Defined Contribution Administrators (NAGDCA) established the Arthur N. Caple Foundation (ANC Foundation) in 2006. The Foundation has received tax exempt status from the IRS under section 501(c)3 of the Internal Revenue Code. Contributions to the Foundation are tax deductible. The Foundation was established to further public sector retirement education and research.
The mission of the ANC Foundation is to advance knowledge in the field of public sector retirement security. The Foundation supports both individual educational opportunities and research to expand knowledge related to the importance of retirement readiness.
To accomplish its mission, the Foundation operates under the following principals:
Retirement Education - The Foundation is to provide higher education students with funding to study financial or retirement planning and to create opportunities for the students to participate in related learning opportunities.
Research and Information Exchange - The Foundation supports research, information sharing and collaborative endeavors that further retirement readiness and expand knowledge of retirement issues and solutions.
To view the ANC Foundation Bylaws, click here.
The ANC Foundation is pleased to recognize the following companies and individuals who have contributed to support our mission:
Companies:
- Advised Assets Group
- AEGON Institional Markets
- Affiliated Computer Services
- AIB Investment Managers
- AllianceBernstein
- Allianz Global Investors
- American Century Investments
- AMR Management Services
- Aon Investment Consulting
- Arnerich Massena & Associates
- BlackRock
- Breidenbach Capital Consulting
- Buck Consultants
- Calamos Investments
- Callan Associates
- Capital Guardian Trust Company
- Charles Schwab
- Clifton Gunderson LLP
- Columbia Management Investment Advisors
- Columbia Wanger Asset Management
- Davis Selected Advisers LP
- Dodge & Cox
- Dow Jones Indexes
- Dwight Asset Management
- EFI Actuaries
- Epoch Investment Partners Inc.
- Evaluation Associates
- Federated Investors
- Fidelity Investments
- Fiduciary Guidance Counsel
- First Financial Benefits
- First Financial Group of America
- Fred Alger Management Inc.
- Galliard Capital Management
- GE Asset Management
- Global Index Advisors
- Goode Investment Management
- Gray & Co.
- Great-West Retirement Services
- Guided Choice
- Hartford Life Insurance Company
- Hewitt Associates
- Hyas Group
- ICE Miller LLP
- ICMA-RC
- Industrial Medium
- ING
- Innovest Portfolio Solutions
| |
- InSight Employee Benefit Communications
- Institutional Investor
- Invesco Aim
- Janus
- Lord Abbott & Co.
- Managers Investment Group
- Manning-Napier Advisors
- Marco Consulting Group
- MassMutual
- Mercer Investment Consulting
- MFS Investment Management
- Money Tree Software
- Morley Financial Services
- National Association of Real Estate Investment Trusts
- Nationwide Mutual
- Nationwide Retirement Solutions
- Natixis Global Associates
- Neuberger Berman Management Inc.
- OFI Institutional Asset Management
- OptumHealth Financial Services
- PFM Asset Management
- PIMCO
- Principal Global Investors
- Prudential Financial
- R.V. Kuhns & Associates
- Rainier Investment Management
- Retirement Plan Advisors
- Richard Day Research, Inc.
- RS Investments
- Schwab Corporate & Retirement Services
- Security Benefit
- Segal Advisors
- SST Benefits
- State Street Global Advisors
- Susan J. White & Associates
- Systematized Benefits Administration, Inc.
- T. Rowe Price
- TD Ameritrade
- The Segal Co.
- TIAA-CREF
- VALIC
- Vanguard
- Victory Capital Management
- Washington Mutual Bank
- Weaver C. Barksdale & Associates
- Wellington Management Company
- Wells Fargo Funds Management LLC
|
Individuals:
- John Barry
- Amanda Freeman
- Salomon Acosta
- Yota Aguilar
- Kim Alger
- Gay Lynn Bath
- Gary Bozin
- Graham Brown
- Sylvia Brown-Olivetti
- Edward Canzano and Family
- Dean Carothers
- Lisa Cazacu
- Ching Chin
- Lily Chu
- Debra Coaxum
- Deb Covey
- Rod Crane
- John David Davenport
- Julia Durand
- Greg Dyson
- Witold Dziadowicz
- Cathie Eitelberg
- Judy Fandale
- Bob Fernandez
- David Fischer
- Kory Frost
- Kathleen Gannon
- Mike Golojuch
- Gavin Gruenberg
- Peter Gulia
- Bill Gustafson
- Marian Hall
- Michael Halpin
- Elaine Harris
- Mindy Harris
- Beth Hemenway
- Kris Heurich
- Regina Hilbert
- Anthony Hines
- Jonathan Kadlec
- Jeanine Keller
- Janet Kendall
- Teresita Lauigan
- Barran Liebman
| |
- Ed Lilly
- Jayne Longley
- Carl Lynch
- Dennis Manzo
- Ralph Marsh
- John Masdea
- Brian McCleave
- Doug Miller
- Carla Miller-Lowe
- Susan Moomjeam
- Sherry Mose
- Tom Mueller
- Mike Murphy
- Michael Norman
- Deborah Pemerton
- Marlena Pena
- Karen Poe
- Michael Pon
- Rick Rogers
- Tony Ross
- Ramon Rubalcava
- John Ruffin
- Victoria Runkle
- Jacqueline Russell
- Kathy Samson
- Eric Sanderson
- Linda Schlissel
- Sean Seamster
- Roger Seeman
- Elaine Spearman
- Sandra Teasley
- Mikeo Thomas
- Jennifer Tobin
- Julie Townsend
- Mirza Tumanon
- Altarine Vernon
- Kurt Walten
- Donald White
- Zoe White
- Della Williamson
- Kandi Winters
- Edward Zagajeski
- Joseph and Linda Zisa
|
Access to Records by Members/Public
Pursuant to IRS Regulations, it is the policy of the ANC Foundation to allow public access to its original exemption application and to its IRS Form 990. In addition, the ANC Foundation will make copies of its governing documents, conflict of interest policy/disclosures, and year-end financial statements available to the public. This access will be provided at the ANC Foundation's principal headquarters offices at a time mutually agreeable between its headquarters and the individual requesting the inspection during regular business hours. In addition, the ANC Foundation will make each Form 990 information return available for a period of 3 years from filing. Headquarters will provide a copy of the exemption application or Form 990 without charge, other than a reasonable fee for reproduction and actual postage costs, as applicable. The copy must include all information furnished to the IRS as well as all schedules, attachments, and supporting statements, except for the name and address of any contributor to the organization. For further detailed information regarding these IRS requirements, refer to the General Instructions for Form 990.