Carole Nelsen
Aug 23 2001, 11:03 AM
How will the new portability rules apply to SIMPLE plans? Will you be able to roll SIMPLE plans to 401(k)'s or vice versa? I haven't been able to find anything in writing that mentions SIMPLE's only 457 plans.
Gary Lesser
Aug 23 2001, 06:57 PM
Yes, but only after the 2-year period has expired in the case of a SIMPLE IRA.