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403(b) Plan Research

 

A decade ago, PSCA began an annual survey on 403(b) Plans, similar to our industry-standard 401(k) annual survey, to fill the gap in available benchmarking data for non-profit organizations that sponsor them.

The most recent annual survey, the 2021 403(b) Survey, reflecting the 2020 plan-year experience of nearly 400 non-profit organizations, showed increased participation, deferral rates, employer contributions, and higher average account balances. The survey also showed faster eligibility, limited use of automatic enrollment, and a beginning focus on financial wellness programs.

403(b) Research Committee

PSCA's annual 403(b) survey, and 403(b) snapshot surveys, are developed in collaboration with PSCA members and subject matter experts. Members interested in participating on the committee should contact us at [email protected]

  • Elizabeth Brown, Director Market Research, AIG Retirement Services
  • Sherri Christensen, Field VP, Key Accounts, OneAmerica Retirement Services
  • Karin Rettger, President, Principal Resource Group       
  • Jason Davis, Senior Associate,Institutional Solutions & Relationships Marketing, TIAA
  • James Strodel, Senior Vice President, Financial Advisor, CAPTRUST Financial Advisors
  • Dmitry Yarushkin, Senior Research Consultant, Principal, and Professor of Practice, Grand View University