Step Forward 403(b) plans
2 retirement plans filed by Step Forward from 2009 to 2024: 1 still files and 1 ended.
Worked at Step Forward?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Council for Economic Opportunities in Greater Cleveland Section 403(b) Retirement Plan
403(b) · filed 2009 to 2020 · up to 744 people · employer ID 34-0965350, plan 002
Stopped filing after 2020 without a final report.
Records then: Principal, per the 2020 report.
Step Forward 403(b) Retirement Plan
403(b) · filed 2021 to 2024 · up to 509 people · employer ID 34-0965350, plan 002
Still files every year.
Records: Principal, 800-547-7754 (Retirement plan participants, weekdays 7am-9pm CT; per the 2024 report)
Preguntas
Who do I call about an old Step Forward retirement plan?
Principal keeps the records of the Step Forward 403(b) Retirement Plan: 800-547-7754. Have your years there ready. They will check who you are, so share personal numbers only on a call you placed yourself.
Can money still be in an old Step Forward plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Step Forward have?
Its filings show 403(b) plans, filed 2009 to 2024.
Sources: 16 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2024; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 34-0965350. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Step Forward or the government.