What Is 403(b) Plan Conversion Process? The 403(b) plan conversion process involves transferring funds from a 403(b) plan to another retirement account, such as a Roth IRA or Traditional IRA. The ...
Editor’s Note: Beginning January 1, 2023, Revenue Procedure 2022-40 allows plan sponsors to submit determination letter applications for individually designed 403(b) plans with respect to initial plan ...