DTH Posted June 27, 2011 Share Posted June 27, 2011 A participant's account in a 403(b) plan contains only Roth contributions and wants a plan-to-plan transfer to purchase service credits in a DB plan. I can't find anything in the regs. stating that this is not permitted. Unless the distributing or accepting plan does not permit the transfer of the Roth portion of a participant's account balance, I assume this is okay. If the DB plan provides that it will only accepts transfers of taxable money, I assume only the earnings from the Roth account can be transferred. Has anyone had this scenario come up? Thanks!! Link to comment Share on other sites More sharing options...
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