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2024 403(b) Survey Questionnaire
PSCA's annual 403(b) plan survey is now open for participation. The deadline for compleated responses is June 28th, 2024. All respondents receive a free copy of the results, a $700 value. The report is the industry's only independent source of 403(b) plan benchmarking data and provides an inside look at industry trends such as:
• Automatic enrollment
• Investment advice
• Investment options
• Organization contribution formulas and rates
• Participant education
• Participation rates
• Plan administrative practices
• Withdrawals and loans
How to participate:
- Complete the survey online.
- Download a PDF of the questionnaire to use as a worksheet or fax or email back.
- Download a worksheet with numerical information you may need to loo up ahead of time.
- If you have participated in the survey in the past, you plan data has been imported into the survey so review and update.
Contact us at [email protected] with any questions.