Rev Rul 2011-1

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The 403(b) 81-100 Trust Under Rev Rul 2011-1: It Ain’t What It Seems

By Robert Toth on December 27, 2010

Posted in 403(b)

This was modified 12/28 at 6:18 a.m.

The IRS issued Revenue Ruling 2011-1, under which it will allow the combining of 403(b) assets with 401(a) assets in the 81-100 trusts.

Or maybe not. Take a look at the details, and it really doesn’t seem to be able to do much of what it says

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Robert TothPrincipal

Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement…

Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans.

Conni TothManaging Pension Consultant

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial…

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial services industry.