Benchmarking data and more from the PSCA Survey

With the hint of early spring in the air (one can dream), comes one of my favorite times of the year. It’s time again to talk about the importance of the Plan Sponsor Council of America (PSCA) 403(b) Plan Survey.

This survey offers many benefits. It provides benchmarking data for all 403(b) plan sponsors, which wouldn’t exist without this survey. The benchmarking data gathered during this survey is invaluable to 403(b) plan sponsors, as it can help drive key plan changes and improve performance over the long term.

And, each plan sponsor that completes the survey gets a free copy of the results (a $395 value), plus an invite to a webcast to hear even more result details firsthand from the PSCA, and yours truly.

This survey was first introduced in 2008, and prior to that, very little industry benchmarking was available for 403(b) plan sponsors. That’s why the Principal Financial Group® has and continues to serve as the sponsor of this important independent study.

I hope you are excited as I am about this year’s survey –which, by the way, has been enhanced to make the questions quicker and easier to complete.

The survey can be found at You have until March 14th to complete it.

In addition to blogging here, I also tweet regularly about topics of interest to Tax Exempt plans. Follow me on Twitter:  @1aaronfriedman1.

Click here to follow my Tax Exempt blog

Affiliation Disclosures

While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that none of the member companies of The Principal are rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

Insurance products and plan administrative services are provided by Principal Life Insurance Company. Securities are offered through Princor Financial Services Corporation, 1-800-547-7754, Member SIPC and/or independent broker dealers. Securities sold by a Princor® Registered Representative are offered through Princor. Princor and Principal Life are members of the Principal Financial Group® (The Principal®), Des Moines, IA 50392.

© 2014 Principal Financial Services, Inc.