Using Benchmarking to Increase the Competitiveness of Your Retirement Plan

9/2/2025
2:00 PM - 3:00 PM Eastern

Would it be helpful to know how your retirement plan compares to similar plans on factors like eligibility and employer contributions?  Join Mutual of America Financial Group to learn about retirement plan key metrics for benchmarking using PSCA’s annual 403(b) and 401(k) plan surveys. Mutual of America sponsored the 403(b) survey, which reports plan design information from 323 nonprofit organizations. We’ll discuss key metrics for retirement plan benchmarking and offer actionable insights around strategic plan design and employee education to help your plan’s health and, ultimately, your employees’ retirement readiness.
What You’ll Learn

• Key benchmarking metrics for retirement plans
• Strategic insights from Plan Sponsor Council of America (PSCA) survey data
• Actionable plan design recommendations
• Employee education best practices

Presenter

• Steven Ortiz, Vice President of National Accounts, Mutual of America Financial Group

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9/2/2025

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