Rolling over a Money Purchase Pension Plan
I have a client who terminated employment with a company 5 yrs ago. They have a Money Purchase Pension Plan that they never rolled over. It is still being held by T Rowe Price, which is who held it when he was employed. Is it too late to do a Roll-Over IRA 5yrs later.
Permalink Submitted by Alan - IRA critic on Fri, 2020-12-04 02:46
Not too late. There is no actual deadline, so the direct rollover can be requested.