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rollover from 401(k) to 403(b)?


Guest dlm
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Is it possible to roll over a distribution from a Qualified 401(k) Plan to a 403(B) Plan subject to ERISA? Are there any limitations?

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Guest Robert Collins

Rollovers between 401(a) plans to 403(B) plans are NOT allowed currently. There is pending legislation to change this rule, but it has not passed.

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Guest CVCalhoun

I'd agree with the other writers that such rollovers are not currently allowed. You can click here for a description of the proposed legislation which would change this rule.

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