Rollover Funds

[Safeharbor29]

Can a participant rollover funds from a 403(b)(7) into a 401(k)? Any other helpful information on 403(b)(7) would be appreciated!

[Lou S.]

Does the IRS rollover chart help or is this a specific exception I'm not taking into account?

http://www.irs.gov/pub/irs-tege/rollover_chart.pdf

Mind you this is just what the IRS allows, Plan's don't have to accept rollovers or can limit the types of Plans they will accept rollovers from.

[mbozek]

Yes. A 403(b)(7) is a mutual fund invested under a 403b annuity plan. There is universal rollover availability between 403b plans and qualified plans. Benefits under a 403b plan can be rolled to an IRA and then to a qualified plan other than any after tax contributions held in the IRA.