Can I rollover into my Equity-League 401(k) Plan funds from another retirement plan?
Yes. You may rollover funds from a qualified retirement plan into your 401(k) Plan. You may download the ‘Rollover Statement’ from this website or you may contact the Fund Office. Rollovers are accepted from plans qualified under Section 401(a) or 403(a) (excluding after-tax employee contributions), an annuity contract described in section 403(b), an eligible plan under section 457(b) of the Code that is maintained by a state, political subdivision of a state, or any agency, or instrumentality of a state or political subdivision of a state, or from IRAs under 408(a) or (b). Roth IRAs are not eligible for rollover into your Equity-League 401(k) Plan.
