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2019 403(b) Survey Report

Electronic copies are available now, hard copies will be available October 10th. 

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

Hard Copy

  • PSCA Member: $195
  • Non-Member: $595

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. Call us at 312.419.1863 or send an e-mail to research@psca.org with any questions. 

 

Order Survey