smount_99
May 21 1999, 06:49 PM
i have a tsa mutual fund that i no longer make contributions to. i would like to move it into 2 other funds that do offer 403b(7) accounts but neither fund is listed as available through my current employer. does this move comply with the law if i make a fund to fund transfer?
CVCalhoun
May 21 1999, 09:24 PM
Yes. See
the IRS examination guidelines on 403(B), and/or Rev. Rul. 90-24, which is cited in the guidelines.
--------------------------
Employee benefits legal resource site[This message has been edited by Dave Baker (edited 12-21-1999).]