Jump to content

Rollover from Governmental plan with 414(h) to 401(k) plan.


Guest Scott Holechek
 Share

Recommended Posts

Guest Scott Holechek

Can a participant in a governmental plan with a 414(h) pick-up provision roll his account balance into a qualified non-governmental 401(k) plan?

Link to comment
Share on other sites

Yes, if (a) s/he is entitled to a distribution which constitutes an eligible rollover distribution from the plan with the 414(h) provision, and (B) the401(k) plan accepts rollovers. A 401(k) plan is a type of 401(a) plan, so it can (if its terms so provide) permit rollovers from any other 401(a) plan.

Employee benefits legal resource site

The opinions of my postings are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of my postings are offered for informational purposes only and should not be construed as legal advice. A visit to this board or an exchange of information through this board does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

Link to comment
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
 Share

×
×
  • Create New...