January 09, 2018

Tech Talk: Transfers from a Non-ERISA 403(b) to an ERISA Plan

 

Tech Talk addresses whether a non-QCCO can transfer assets to an ERISA 403(b) plan from a non-ERISA 403(b) that is part of a MEP.

Can a non-QCCO (qualified church-controlled organization) transfer assets to an ERISA 403(b) plan from a non-ERISA 403(b) that is part of a multiple employer plan and is not the lead employer in the MEP but a participating one? In Tech Talk, Susan Diehl tells us.