Jump to content

sfabello

Registered
  • Posts

    2
  • Joined

  • Last visited

  1. Thank you, that is very helpful. The employer switched the 403 B to another vendor (VOYA to Lincoln). I understand that it is essentially the same plan. I think the same way too, that since the employer is the same, and the plan refers to the 403B plan regardless of the administrator or service provider, the 50k limit most likely will apply. Thank you for your insights.
  2. Hello! I would like to get your input.If there is an outstanding 403B loan for example 15k in Vanguard. The employer switch to a new carrier and now 100k of 401 money is moved to Fidelity. If a new loan is processed with the new services, would the 50k IRS limit apply? The loans are in two different service providers but in the same employer's 403 B plan. Your input is highly appreciated. Thank you.
×
×
  • Create New...

Important Information

Terms of Use