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PSCA's 2014 403(b) Plan Report

Overview

PSCA conducted a survey of 403(b) plan sponsors in March 2014, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors.

PSCA's 2014 403(b) Plan Survey reports on the 2013 plan-year experience of 578 not-for-profit organizations. The survey contains 135 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 of the survey report. 

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 to 100 (Internal Use Only): $10,000
  • 100 or More Users (Internal Use Only): $15,000

*Please read the Terms of Use before purchasing the electronic version. 

 

Online ordering for this survey is currently unavailable. Please call 312.419.1863 to place an order or return the completed order form with payment.