Oh so SIMPLE Posted August 11, 2010 Posted August 11, 2010 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?
Bird Posted August 12, 2010 Posted August 12, 2010 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
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