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2011 403(b) Plan Survey

PSCA conducted a survey of 403(b) plan sponsors in March, 2011, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors.

PSCA's 2011 403(b) Plan Survey reports on the 2010 plan-year experience of 712 not-for-profit organizations. The survey contains 110 tables of data on important topics such as:

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

 

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