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67th Annual Survey
PSCA's 67th Annual Survey is now open for participation.
Click here to participate online - the deadline is May 31st.
Click here to download a PDF of the questionnaire and click here to download a worksheet with the numerical data you may need to look up to complete the survey. It will be helpful to have access to your year-end reporting from your recordkeeper.
PSCA will again offer CE credit for the CPSP credential to members who complete the survey for their organization's plan.
All respondents will receive a free copy of the report when it is published later this year, a $730 value. The annual survey report provides more than 180 data tables on key plan design and administration features as well as 10-year trends on key metrics. The report is the most comprehensive source of unbiased plan benchmarking data and includes information about:
- Participation and deferral rates
- Employer contribution formulas and average amounts
- Eligibility criteria and trends
- Roth availability and use
- Investment funds offered
- Automatic enrollment and escalation
- Plan loans
- Hardship and in-service withdrawals
- Participant education methods
- Financial wellness
SECURE 2.0 Optional Provisions - Other plan administration considerations
Please contact us at [email protected] with any questions.