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2012 403(b) Plan Survey

PSCA conducted a survey of 403(b) plan sponsors in March 2012, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors.

PSCA's 2012 403(b) Plan Survey reports on the 2011 plan-year experience of 584 not-for-profit organizations. The survey contains 123 tables of data on important topics such as:

  • Automatic Enrollment
  • Hardship Withdrawals
  • Investments
  • Loans
  • Organization contributions
  • Participation rates
  • Roth features
  • Vesting schedules

Online ordering for the 2012 403(b) survey is no longer available. Please download the order form and return it by fax (312.419.1864), mail (20 North Wacker Drive, Suite 3700, Chicago Il 60606), or e-mail (research@psca.org).