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Help your 403(b) plan clients access valuable benchmarking data


When you encourage your current and prospective 403(b) plan clients to act now, they can receive a free copy of the 2019 403(b) Plan Survey Report — simply by participating in the Plan Sponsor Council of America’s (PSCA) 2019 403(b) Plan Survey.

What you need to know

Plan sponsors of 403(b) plans who complete PSCA’s 2019 403(b) Plan Survey by May 10, 2019, will automatically receive a free copy of the detailed 2019 403(b) Plan Survey Report, a $595 value (available in July).

Notifying your 403(b) clients and prospects of this opportunity to receive third-party, 403(b) industry-specific research provides a chance for you to add value, demonstrate you understand their needs and could also provide an opportunity to make recommendations.

Encourage your 403(b) plan clients and prospects to complete the survey now. Responses must be submitted by May 10, 2019.

Recommend that they use the information provided at the start of the survey to help gather their plan information. This will make the survey easier to complete. If they participated in 2018 their responses from last year will be pre-populated into the survey this year.

Resources you can use

Use this email to notify your 403(b) plan clients of this opportunity.

For more information: Contact your Principal® representative today.

©2019 Principal Financial Services, Inc.

For financial professional/institutional use only.

Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392.

HZ2741-2 | 803940-042019 | 04/2019

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