This article has been updated for 2025. Can you rollover a Defined Benefit Pension Plan to an IRA, 401(k), or SEP? Yes, most participants in small Defined Benefit or Cash Balance Plans can roll their benefit into one of these qualified retirement accounts, subject to IRS rules and plan provisions. In contrast, most large corporate […]

Defined Benefit Plan Rollover IRA

Rollover a Defined Benefit Pension Plan to an IRA, 401(k) Plan, or SEP-IRA