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Posted

My client is asking if a participant from the UK can rollover their Pension plan from the UK to a 403(b) Plan in the U.S. The question is two fold, will his UK plan allow and will a US 403(b) allow?

Posted

Might start w/ the links in this thread: http://benefitslink.com/boards/index.php?showtopic=35698

A relevant term to search on is "QROPS" (it comes from the UK-side wherein a person can move their UK pension to a qualified retirement scheme in another country providing the rules are met; I haven't made any attempt to understand the rules so no idea how hard it is or whether a 403(b) falls into the category).

Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra

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