Guest StephanieB Posted June 7, 2010 Posted June 7, 2010 I am trying to find a citation for the following proposition: "A qualified plan may not be merged with a 403(b) plan because qualified plan assets may not be commingled with a 403(b) or any other nonqualified plan." Any help would be appreciated.
david rigby Posted June 7, 2010 Posted June 7, 2010 Page 12 of this? www.groom.com/media/publication/259_07-7 enclosure.pdf I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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