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:
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Advised Assets Group
AEGON Institional Markets Affiliated Computer Services Yota Aguilar AIB Investment Managers AllianceBernstein Allianz Global Investors American Century Investments AMR Management Services Aon Investment Consulting Arnerich Massena & Associates John Barry Gay Lynn Bath BlackRock Breidenbach Capital Consulting Graham Brown Sylvia Brown-Olivetti Capital Guardian Trust Company Edward Canzano and Family Charles Schwab Clifton Gunderson LLP John David Davenport Davis Selected Advisers LP Dodge & Cox Dow Jones Indexes Dwight Asset Management Cathie Eitelberg EFI Actuaries Epoch Investment Partners Inc. Evaluation Associates Federated Investors Fidelity Investments First Financial Benefits First Financial Group of America Fred Alger Management Inc. Amanda Freeman Galliard Capital Management Kathleen Gannon GE Asset Management Global Index Advisors Goode Investment Management Gray & Co. Great-West Retirement Services Harford Life Insurance Company InSight Employee Benefit Communications Elaine Harris Mindy Harris Hewitt Associates Regina Hilbert Anthony Hines Hyas Group ICE Miller LLP ICMA-RC ING Innovest Portfolio Solutions |
Invesco Aim Janet Kendall Teresita Lauigan Ed Lilly Lord Abbott & Co. Managers Investment Group Manning-Napier Advisors Dennis Manzo MassMutual Brian McCleave Mercer Investment Consulting MFS Investment Management Doug Miller Carla Miller-Lowe Money Tree Software Morley Financial Services Sherry Mose 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 Deborah Pemerton PFM Asset Management PIMCO Principal Global Investors Prudential Financial Rainier Investment Management RS Investments Ramon Rubalcava Eric Sanderson Linda Schlissel Schwab Corporate & Retirement Services Security Benefit SST Benefits Susan J. White & Associates Systematized Benefits Administration, Inc. T. Rowe Price TIAA-CREF Julie Townsend Mirza Tumanon VALIC Vanguard Altarine Vernon Washington Mutual Bank Wellington Management Company Donald White Zoe White Della Williamson 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.