Can anyone help me find a ruling on whether or not you can rollover a Keogh plan into a 403(b)? Someone is annuitizing an old Keogh plan over a 7 year period (due to a much higher contract value than surrender value). She is trying to consolidate accounts and wants her annuity payments to go directly into her existing TSA/403(b). I've contacted numerous advisors and insurance companies, but no one seems to know the specifics. Her current custodian didn't know either...maybe we shouldn't have raised the question.

Any help would be GREATLY appreciated.

A keogh is a qualified plan. A participant in a keogh plan can rollover assets from to the 403(b) plan if the payment period is less than 10 yrs.

Cite IRS Publication 575 and IRC 402©

Thanks all, I can't believe the current custodian wouldn't respond without discussing this issue with their attorney. I just wanted to reference the IRC to illustrate portability.

Many Thanks!!!