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Does the company that you work for or the financial company that handles your investment control whether you can or can't do the rollover in kind ? Roll over contains only MFs & no funds from the company doing the investing & I'm over 65 Thanks for your time. Derf
Comments
https://nb.fidelity.com/bin-public/070_NB_PreLogin_Pages/documents/403b_Rollover_584380.pdf
T. Rowe Price will do this as well (i.e. to a TRP IRA). See item 6A (p. 3) in their form here:
https://individual.troweprice.com/staticFiles/Retail/Shared/PDFs/ESRPdistribution.pdf
Those are the companies I was sure about, but I suspect all the majors will do this as well.
Derf