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Posted

Is it possible to roll over a distribution from a Qualified 401(k) Plan to a 403(B) Plan subject to ERISA? Are there any limitations?

Guest Robert Collins
Posted

Rollovers between 401(a) plans to 403(B) plans are NOT allowed currently. There is pending legislation to change this rule, but it has not passed.

Posted

Since both 401(k) and 403(B) plan call roll distributions into IRA's some people assume that they could use an IRA to accomplish a rollover between a 403(B) and 401(k) plan. This is NOT the case. Therefore beware of IRA rollovers.

Guest CVCalhoun
Posted

I'd agree with the other writers that such rollovers are not currently allowed. You can click here for a description of the proposed legislation which would change this rule.

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