MarZDoates Posted September 6, 2018 Posted September 6, 2018 Can a Money Purchase plan be merged into an ERISA 403(b) Plan. Both plans are sponsored by same employer QPA, QKA
PensionPro Posted September 6, 2018 Posted September 6, 2018 No. There is an exception for church plans but to the best of my knowledge we are awaiting Treasury guidance on merging church 401(a) and 403(b) plans. You can terminate the MPP and allow rollovers into the 403(b) plan. PensionPro, CPC, TGPC
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