Guest dlm Posted August 19, 1998 Share Posted August 19, 1998 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? Link to comment Share on other sites More sharing options...
Guest Robert Collins Posted August 21, 1998 Share Posted August 21, 1998 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. Link to comment Share on other sites More sharing options...
Alan Simpson Posted August 21, 1998 Share Posted August 21, 1998 Since both 401(k) and 403(B) plan call roll distributions into IRA's some people assume that they could use an IRA to accomplish a rollover between a 403(B) and 401(k) plan. This is NOT the case. Therefore beware of IRA rollovers. Link to comment Share on other sites More sharing options...
Guest CVCalhoun Posted August 24, 1998 Share Posted August 24, 1998 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. Link to comment Share on other sites More sharing options...
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