The Arthur N. Caple Foundation to Further Public Sector Retirement Education and Research
 
 
About ANC

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 since January 1, 2016:

Companies:

  • ICMA-RC
  • Invesco
  • MassMutual
  • Nationwide
  • Prudential
  • TIAA
  • Voya Financial

Individuals:

  • Connie Chew
  • Cathie Eitelberg and Bill McKaig
  • Polly Scott
Contact Us
201 E. Main Street, Suite 1405, Lexington, KY 40507
Phone: 859-514-9161
Fax: 859-514-9166
 
 
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.