Guest BDS Posted May 8, 2000 Posted May 8, 2000 Participant A is married to Participant B, both Participants have a 403(B) plan at the same vendor. Participant A dies and Participant B is the Beneficiary, can Participant B take over Participant's A 403(B) account by simply changing the name of the policy or does the 1 and 5 year rule apply?
Recommended Posts
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 accountSign in
Already have an account? Sign in here.
Sign In Now