Jump to content
Sign in to follow this  

Merging assets into 403(b)

Recommended Posts

No.  There is an exception for church plans but to the best of my knowledge we are awaiting Treasury guidance on merging church 401(a) and 403(b) plans.  You can terminate the MPP and allow rollovers into the 403(b) plan.

Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

  • Create New...