Q. Are there any limitations to transfers from one 403(b) to another?
A. A plan-to-plan transfer is specific to 403(b)s only and must be transferred between 403(b) plans. No distributable event is required and it is not reported. The only requirements are that both 403(b) plans must permit the transfer and the participant is transferring to a 403(b) where they were or are an employee of that employer.
Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...