Guest James CFP Posted April 13, 2006 Posted April 13, 2006 Can a non-Erisa 403(b) be switched over to a PS/401(k) plan if the company in question is a non-profit? Thanks, James
MWeddell Posted April 14, 2006 Posted April 14, 2006 No. Individuals who receive eligible rollover distributions may rollover their 403(b) distributions into a 401(a) plan. The employer may start up a new 401(a) plan but can't transfer the 403(b) assets to it. Neither of those sound like what you're trying to do.
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