2021 Universal Availability Survey |
Please complete the survey below to properly document your organization has satisfactorily met the IRS requirements to notify all eligible employees of their ability to participate in the 403(b) Plan (and, if applicable the 457(b) Plan) for 2021, please carefully read through the survey questions and use them as a guide for distribution of the 2021 Eligibility and Limits Announcement to employees.
Please feel free to call CCC at 503-968-8961 or toll free at 877-222-3090 if you have questions regarding the announcement or this questionaire.
(Please note: if your organization's name is followed by a * in the dropdown list below, CCC has not received a response for last year's survey. If your organization has yet to do so, please complete the 2020 Universal Availability Survey in addition to the questionnaire below.)