Rollovers Portability

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Rollovers of Before-Tax Contributions between Retirement Plans: Assets in a 403(b) plan, a governmental 457, or a qualified plan (such as a 401(k) and BackDROP Contributions from MOSERS or MPERS can generally be rolled over into any of these plans or an IRA.
Rollovers from IRAs to Retirement Plans: The rollover of tax deductible IRA distributions to a 401(a) plan, a 403(b) plan, a governmental 457, or a qualified plan (such as a 401(k)) are allowed. (Nondeductible IRA contributions and after-tax contributions rolled over to an IRA are not allowed.)

Note: The rules governing distributions in this Plan may be different than the rules governing the Plan from which rollover money originated.

For rollover instructions and to print a “Rollover Contribution Form,” visit the Forms section of this website.