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A participant's account in a 403(b) plan contains only Roth contributions and wants a plan-to-plan transfer to purchase service credits in a DB plan. I can't find anything in the regs. stating that this is not permitted.

Unless the distributing or accepting plan does not permit the transfer of the Roth portion of a participant's account balance, I assume this is okay.

If the DB plan provides that it will only accepts transfers of taxable money, I assume only the earnings from the Roth account can be transferred.

Has anyone had this scenario come up? Thanks!!

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