sritts
Oct 21 2003, 08:51 AM
Can a participant in a SARSEP rollover their account balance to a 401k plan?
Mike Preston
Oct 21 2003, 09:45 AM
A SEP (SAR or otherwise) is always an IRA. So your question is can an individual's IRA be rolled over into a 401(k) plan. EGTRRA provided that such a rollover is indeed possible. Of course, the plan has to be amended to allow for it.
Appleby
Oct 21 2003, 10:55 AM
To be on the safe side, SARSEP assets that are included in the nondiscrimination testing should not be removed from the SARSEP account until the test has been completed – just in case amounts need to be removed
sritts
Oct 21 2003, 11:32 AM
thanks for the replies
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