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"Unfreeze" 403(b)

Guest AlyssaC

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Guest AlyssaC

We have a new client coming in with a frozen Non-Erisa 403(b) plan and a Simple 401(k) - They would like to terminate the Simple and Start up an ERISA 403(b) - would these be considered a new plan or would it just be "unfreezing" the old plan and restating it?

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