Natixis Funds: Which plans qualify for rollover distributions?

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Which plans qualify for rollover distributions?

Funds for an IRA rollover may come from a variety of employer-sponsored plans, including:

401(k), profit sharing, thrift or money purchase pension plans
403(b) plans for teachers and employees of certain tax-exempt organizations
Governmental 457(b) plans
Defined benefit pension plans
Qualified stock bonus and employee stock ownership plans*

As a rule, all or any part of a distribution from a qualified plan can be rolled over into an IRA. Some exceptions include:

Required minimum distributions
Periodic distributions over your life expectancy or over a specified period of ten years or more
Hardship distributions

But what if I need to access the money in my IRA?

* With certain rollover accounts, you may be able to elect a "transfer-in-kind," in which your shares of company stock are moved to your new account. However, in order to move these assets to an Natixis Funds Rollover IRA, you must first liquidate the shares of stock and roll over the proceeds. Please note that this type of liquidation can result in significant tax consequences. Be sure to speak with your financial and/or tax advisor for help with this important decision.

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For more complete information, including a prospectus, please contact your financial advisor. You may also view a current prospectus online, order literature through our site, or contact an Investor Service Representative at 800-225-5478. Investors should consider a fund's objective, risks and expenses carefully before investing. This information, and other information, can be found in the fund's prospectus. Please read the prospectus carefully before investing. Other expenses, including sales charges, apply to a continued investment in the fund and are described in the fund's current prospectus.

The mutual funds referred to in this website are offered and sold only to persons who are eligible to purchase U.S. registered investment funds and are offered by prospectus only.