Skip to main content

You are here

Advertisement


Tech Talk: Transfers to a Non-Governmental 457(b) Top Hat Plan

A plan says that a participant’s initial election shall be in installments, but upon severance a participant wishes to transfer their amount to another non-governmental 457(b). In Tech Talk, Susan Diehl tells us whether such a lump sum transfer request overrides the installment election or whether a new election would need to be completed?