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PATA
Is it allowed for a participant to take an inservice distribution from plan A (as long as plan As document allows) and roll it into another qualified plan (plan B) of which the participant of Plan A is also a participant? The reason is that the investment choices of plan B are better than plan A's choices.

This "rollover" can only be employer contributed $, not deferral correct? age issues? and finally, if the account is not 100% vested, how is that issue addressed?

Thanks!
PATA
Anybody?... sad.gif
saabraa
Sounds ok to me, as long as it's a profit sharing plan.
RJMOB
Plan A has to be either a PSP or an ESOP where the participant qualifies for a diversification distribution.
namealreadyinuse
You mentioned vesting in the original post. Only vested money can ever be distributed. It would take a spin-off or merger to get nonvested money moved.
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