Survey
Plan Types
Sponsors of 403(b) and 457 plans are ahead of the game when it comes to offering retirement income help to participants. This is partly due to the history of 403(b)s as annuity-based plans. Phil Sherman, senior retirement plan consultant, Deschutes Investment Consulting LLC, points out that nonprofits are apt to use every tool in the toolbox to offer robust benefit programs that compete with for-profit counterparts, including the use of 457 plans as nonqualified plans. Nonqualified plan participants are good candidates to receive financial planning, and unfamiliarity with 457 plan nuances warrants more education, he says. —RM
2025 PLANSPONSOR DC Survey Plan Benchmarking and Industry Reports
Our 2025 Plan Benchmarking and Industry Reports feature proprietary data collected by PLANSPONSOR in its annual Defined Contribution Survey. The reports highlight various plan design features and outcomes from 6 plan types and 48 industries.
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*Subject to usage terms/compliance in licensing agreement.
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Contact Rob Reif / 212-217-6906 / robert.reif@issmediasolutions.com