Action Item
- Work with your legal counsel to determine your plan status.
- ERISA
- Maintaining an active or frozen plan
- Terminating a plan
- Non-ERISA
- Maintaining an active or frozen plan
- Terminating a plan
Resources...
- Steps 1-4 Checklist [PDF]
- Implementation Guide for Private Tax-Exempt Organizations [PDF]
- Setting the Story Straight for Private Tax-Exempt Organizations [PDF]
- Question & Answer for Private Tax-Exempt Organizations [PDF]
- White Paper: Decentralized Loan and Hardship Q&A (ERISA) [PDF]
- White Paper: Centralized vs. Decentralized 403(b) Compliance Under the Final 403(b) Regulations - What Does it Mean? [PDF]