lump sum dist from non qual pension

Is a lump sum distribution from a nonqualified pension plan eligible to be rolled over to an IRA?



Most types of NQ plans cannot be rolled over. The exceptions are 403b and government 457b plans which are treated as qualified plans with respect to rollover rules even though they technically are not qualified plans. This link shows a Portability chart from various types of plans to other types:

http://www.mhco.com/Library/Articles/2008/ARoll_Chart_011008.html

That said, check with your plan administrator to be sure.

Add new comment

Log in or register to post comments