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PSCA's 2015 403(b) Plan Report

Overview

PSCA conducted a survey of 403(b) plan sponsors in March 2015, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors.

PSCA's 2015 403(b) Plan Survey reports on the 2014 plan-year experience of 478 not-for-profit organizations. The survey contains 124 tables of data on important topics such as:

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

Prices

Hard Copy

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

Electronic Copy: Members Only

  • Single-User PDF: $295
  • Single-User PDF and Hard Copy: $395 
  • 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. 

 

Click here to order online or download an order form and return with payment. Call us at 312.419.1863 or send an e-mail to research@psca.org with any questions. 

 

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