JOH Posted April 22, 2021 Posted April 22, 2021 I don't see anything against but wanted to make sure, is there a restriction that prohibits an in-service distribution from a 403b plan being rolled back into the same plan within 60 days? I don't think so but not 100% sure either.
Luke Bailey Posted April 23, 2021 Posted April 23, 2021 I don't know of any rule that would prohibit, but what justified the "in-service" distribution in the first place? Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034
JOH Posted April 28, 2021 Author Posted April 28, 2021 Hi Luke- I believe it was their age, they obtained the age 59.5 and the plan allowed in-service distributions. Thanks
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