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Subject:  Re: Elective Deferred Compensation Plans Date:  6/3/2009  11:39 PM
Author:  JoshRandall Number:  106203 of 127753

When I retired, I was able to roll the full balance of my elective deferred compensation plan into my IRA

My understanding is that you cannot roll over from an unqualified plan to a qualified one as you did. When did you do this? They made some restrictive changes a few years ago and I'm not sure whether this would now be allowed. And apparently, the changes were not made retroactively as in your case I presume.

I could be wrong about that.

You were a physician? Part of a PC? Different rules applied perhaps than those for a publicly-traded for profit corporation?

Whose the expert here?
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