Eighty-two tables break information out by plan type, plan size, total plan assets, standard industry classification and many other variables. The comprehensive survey covers company and participant contributions, plan investments, loans, distributions and withdrawals, record keeping, and other information such as design, eligibility, turnover, and nondiscrimination testing.
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This pamphlet introduces basic concepts behind retirement planning. Brief explanations combined with lucid charts and graphs provide helpful hints about why, when and how much individuals should be saving. It also features a Question and Answer section and glossary. This educational text is a compilation of 26 speeches originally presented at PSCA's 42nd National Conference. The articles examine plan administration and communication, motivating with profit sharing, ESOPs, demographic and economic trends affecting benefits, company case studies and more.