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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