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2013 403(b) Plan Survey

Overview

PSCA conducted a survey of 403(b) plan sponsors in March 2013, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors.

PSCA's 2013 403(b) Plan Survey reports on the 2012 plan-year experience of 573 not-for-profit organizations. The survey contains 129 tables of data on important topics such as:

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

View the table of contents and highlights of the survey results. 

Prices

Hard Copy

  • PSCA Member: $195
  • Non-Member: $395

Electronic Copy: Members Only

  • Single-User PDF: $295
  • Up to Ten Users (Internal Use Only): $2,000
  • 50 or More Users (Internal Use Only): $10,000

*Please read the Terms of Use before purachasing the electonic version. 

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