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2014 403(b) Plan Survey Questionnaire

The deadline for participation has been extended to April 11, 2014. 

PSCA is conducting its sixth annual survey of 403(b) plans. Participate in PSCA's 2014 403(b) Plan Survey and receive a free copy of the results - a $395 value. PSCA will also host a webinar, free to survey participants, that will feature an in-depth discussion of the results by plan sponsors and 403(b) plan experts.

This report will show you what other plan sponsors are doing and will help you benchmark your plan. Complete the survey and get an inside look at industry trends such as:

  • Administrative Practices
  • Investment Options
  • Investment Advice
  • Plan Education
  • Participation Rates 
  • Organization and Participant Contributions

The survey may be completed online or you may download the questionnaire and return it by mail or fax. 

Survey Resources

  • PSCA has created a glossary of terms used in the survey with the corresponding question number to help you complete the survey. 
     
  • There is also a worksheet available that lists the questions you will likely need to lookup to complete the survey. If you have this completed prior to beginning the survey, it will only take a few minutes to complete. You can use this worksheet to obtain the information from your plan provider if needed. 
     
  • If you completed the 2013 questionnaire, your plan design information has been stored in the online system. Simply review, update with any current/new data, and submit. 

All information provided to PSCA is kept strictly confidential. If you have any questions on the survey, please contact us at research@psca.org or 540.323.7828.

 

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2014 403(b) Plan Survey