The fourth annual comprehensive overview of the ways non-profits are managing their retirement plans has been announced, with the PSCA and Principal Financial Group teaming up for their yearly 403(b) Plan Survey; a March deadline has been set for input.
It's expected that recent economic fluctuations plus the advent of upcoming fee disclosure rules will provide some heated commentary. Non-profits that opt to participate in the survey will receive a free copy of the full results of the survey.
Those results, available in May, will provide data on plan education, investment options, participation, organization and participant contributions and administration practices. There are also new questions this year on how plans expenses are paid and evaluated.
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In a release, David Wray, president of the PSCA, said the survey is an exclusive opportunity gather information and compare and contrast it to the operations of other plans across the nation.
"Retirement plans are a vital part of non-profits' strategies to attract and retain the best employees," Wray said. "It is important that 403(b) sponsors have a way to find out how their plans compare to others across the nation. The more 403(b) sponsors who participate, the more valuable the benchmarking information."
The survey, at http://www.psca.org/2012-403bsurvey will take less 15 minutes to complete and must be submitted by March 9, 2012. This year the survey includes a glossary of terms used and a worksheet to help the plan sponsor gather data and fill out the survey.
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