Full Version: Spousal rollover from 403b to 401k
Just wanted to make sure someone agrees with me. If the 401k plan allows rollovers from 403b plans, does that mean that a spousal beneficiary can rollover their 403b into the 401k? I feel certain that they can, but just wanted to run this by the forum.
QUOTE (Peggy806 @ Feb 28 2011, 01:46 PM) 
Just wanted to make sure someone agrees with me. If the 401k plan allows rollovers from 403b plans, does that mean that a spousal beneficiary can rollover their 403b into the 401k? I feel certain that they can, but just wanted to run this by the forum.
If you are asking if the surviving spouse who is the beneficiary can roll over the 403b plan assets of the deceased spouse to his/her own 401k plan the answer is yes. See Pub 571 P 14.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.