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Posted

May this type of transfer be made on a trustee-to-trustee basis and continue the tax deferral (rather than individually elected rollovers to IRAs)?

If so, would that effectively be a 401(a) plan termination if all the assets were so transferred?

If not allowed now, has there ever been a time when this type of transfer be made on a trustee-to-trustee basis and continue the tax deferral?

Posted

You mean, can the plan sponsor just decide to transfer funds from a plan to an IRA? No. I don't think it was ever permitted.

Ed Snyder

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