Not-for-Profit Sector/Defined Contribution Plans

The not-for-profit sector of the retirement plan market has almost 30,000 sponsors.  While 403(b) plans dominate the type of retirement solution used, sponsors also offer 401(a), 457, and in some cases, 401(k) plans.  With more than $890 billion in plan assets, this market is comprised of distinct segments which behave differently in terms of how they purchase and structure their plans and how services are delivered to plan participants.

This research frames the retirement plan market across all plan types and segments including:

• Business and professional organizations
• Charitable, religious and other organizations
• Healthcare systems and hospitals
• Higher education (colleges and universities)
• Elementary and secondary schools (public and private)

This significant, and growing, market is forecast to continue its growth pattern for the next 5 years.  Additional findings revealed in this report include:

• Why the number of providers in multiple-provider plans was reduced between 2007 and 2009
• How the role of third party administrators has grown
• The rate of adoption of automatic enrollment by sector
• The extent of provider switching and the issues that drive switching decisions

Consolidation, the continued development and enhancement of technology, and expansion of investment choices offered by plan providers are just three of the significant changes this market is currently experiencing.  Not-for-Profit Sector/Defined Contribution Plans helps you assess this fiercely competitive market as it measures trends in plan sponsor behavior over time.    $22,500  Available by section or as an entire report