Determining Decisions Required for Model 3 - Explanation A

To determine the action you need to take, consider the questions below if you are a plan sponsor that came from a non-actively sponsored, non-ERISA arrangement and started a new ERISA 403(b) plan at some time in the past.

Did any participants retain acounts in frozen, non-ERISA 403(b) arrangements?

View decisions required for this type of plan.

yes no

Have any contributions been made to any frozen 403(b) products at any time after December 31, 2004?

View decisions required for this type of plan.