TRI-AD invites all of our clients who have 401(k) and 403(b) plans, even if we aren’t your plan administrator, to take part in a Plan Sponsor Council of America (PSCA) annual survey. Both surveys are open for plan sponsor participation until June 10th: the 65th Annual Profit Sharing and 401(k) Survey and the annual 403(b) plan survey.
We are sending this as a courtesy to PSCA and asking our clients to complete the survey. The advantage of participating in the survey is that you will receive a free copy of the report when it’s available. The survey provides data about nationwide retirement plan participation and various plan provisions that you may find useful when evaluating your own retirement plan. There are shortened versions of each survey for first-time survey respondents that will only take you a few minutes to complete. Deadline to take the survey is June 10, 2022.
Thank you for your consideration and please contact PSCA at firstname.lastname@example.org with any questions.
As always, the PSCA assures that information you provide will remain strictly confidential.
Annual 401(k) Survey
Full survey link: https://www.cvent.com/d/c8qtnf
Short-form link for first-time respondents and/or advisors: https://www.cvent.com/d/8kqkf1
Excel spreadsheet for advisors: Click here to download.
2022 403(b) Plan Survey
Questions? Contact PCSA at 540.323.7828 or email@example.com.