Guest Ralph Posted July 18, 2001 Posted July 18, 2001 Situation: Client maintains a 401(k) & a 403(B) plan. They are considering terminating the 403(B) plan and then allowing participants to roll their distributions into their 401(k). If a participant, with a 403(B) rollover in his account, terminates from the 401(k) plan, can his entire account be subject to 10 year forward averaging?
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