◀ The Principal Blog

Posts tagged ‘Not For Profit’

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…

Read more

Trouble Ahead for the Non-ERISA 403(b) Plan



There is still a lot of confusion out there about how the non-ERISA safe harbor works.  Many people over simplify the rules and assume if there is no employer contribution that you will be a non-ERISA 403(b) plan. That couldn’t be further from the truth.  If there is any active involvement…

Read more

Recent