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Research > 403(b) Plan Research > 2019 403(b) Survey Report

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2019 403(b) Survey Report

 

Overview

PSCA conducted its annual survey of 403(b) plan sponsors in the summer of 2019, with sponsorship from Principal Financial Group. 

PSCA's 2019 403(b) Plan Survey reports on the 2018 plan-year experience of 558 not-for-profit organizations. The survey contains 132 tables of data on important topics such as:

  • Automatic Enrollment 
  • Hardship Withdrawals 
  • Investments 
  • Loans 
  • Organization Contributions 
  • Participation Rates 
  • Roth Features 
  • Vesting Schedule
     

 

Prices

The survey is available as a hard-copy bound book or a PDF.  Please read the terms of use carefully before placing your order for a PDF. 

To order a 50-100 user or 100+ (unlimited) user license, please contact [email protected].

HARDCOPY
Members: $195
Non-Members: $595

 

 

PDF

Type Member Price Non-Member Price
Single-User PDF: $295 $695
10 User Licenses (Internal Use Only): $2000 $4,000
50-100 User License (Internal Use Only): $10,000 $20,000
100+ Users (Unlimited Internal Distribution): $15,000 $30,000

 

Hard Copy and PDF (Single User):
Members: $395
Non-Members: $800