The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is giving retirement plan sponsors at nonprofit organizations an opportunity to participate in, and receive benchmarking data from, its annual 403(b) Benchmarking Survey.
Embarking on its second decade, the survey, sponsored by Principal Financial Group®, is designed to provide benchmarking data on 403(b) plans, including deferral levels, plan features, investment options and other information to help plan sponsors evaluate their own plans. The deadline for submissions is Friday, May 10.
Last year’s survey, the 10th annual, found that organizations that sponsor 403(b) plans are accelerating adoption of plan automatic features, and confirmed that more organizations are working with advisors, among other significant trends.
All survey respondents will receive a free copy of the report, a $595 value, as well as complimentary access to a webinar discussing the impact of the data on plan design. Plan advisors and providers who successfully refer clients to the survey will also receive a free copy of the results.
To obtain a sample customized e-mail to extend that opportunity to plan sponsor clients or prospect, or for other questions, contact PSCA at [email protected].
The results from previous 403(b) Benchmarking Surveys are available at http://psca.org/403-b-plan-research.
The PSCA 403(b) Survey response link is https://www.cvent.com/d/h6qwk3.
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