Form 5500

[Guest Annette Leerhoff]

There is pension code of 2T in the List of Plan Characteristics. The instructions state to use this code if the plan is a total or partial participant-directed plan that uses a default investment account for participants who fail to direct assets in their account. My question is this: Do you only use code 2T if it is a qualified default investment alternative where the employer must provide notice to participants?

Thank you,

Annette Leerhoff

[BG5150]

Yep.