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.



Not too late. There is no actual deadline, so the direct rollover can be requested.

Thank you Alan!

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