Determining Decisions Required for Model 3 - Explanation B

To determine the action you need to take, consider the questions below if you are a plan sponsor that runs an actively sponsored plan and has consciously chosen more than one service provider.

yes no

Do you currently have more than one approved 403(b) service provider?

View decisions required for this type of plan.

yes no

Did you change 403(b) providers in the past? If so, have current or former participants retained 403(b) contracts with prior providers?

View decisions required for this type of plan.

View decisions required for this type of plan.