BenefitsLink Message Boards > Rollver from 401k to SEPIRA

Full Version: Rollver from 401k to SEPIRA

BenefitsLink Message Boards > Retirement Plans > IRAs and Roth IRAs

mparker2028

Dec 29 2005, 10:41 AM

Participant reaches normal retirement age and retires.

Wants to roll his account balance under qualified plan to a SEP IRA.

SEP IRA not connected to qualified plan.

Any reason this can't be done?

Thanks

WDIK

Dec 29 2005, 11:44 AM

My recollection is that such a rollover is acceptable under EGTRRA.

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