Qualified Domestic Relations Orders (QDROs)

887 topics in this forum

1. Shouldn't there be a QDRO?

   By Guest JD698, December 28, 2005
   • 7 replies
   • 2.8k views
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   • Guest
   • December 29, 2005

2. Who must sign a QDRO?

   By Guest nowafreeman, December 21, 2005
   • 12 replies
   • 20.4k views
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   • Guest
   • December 31, 2005

3. Need EA for QDRO assistance

   By david rigby, November 30, 2005
   • 0 replies
   • 1.6k views
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   • david rigby
   • November 30, 2005

4. QDRO possiblity?

   By Guest 401kadmin, November 17, 2005
   • 22 replies
   • 6.1k views
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   • RTK
   • December 12, 2005

5. MESSY QDRO CASE

   By Guest babyspider555, October 26, 2005
   • 14 replies
   • 3.9k views
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   • txdd
   • October 31, 2005

6. Customary?

   By Brenda Wren, September 20, 2005
   • 3 replies
   • 1.8k views
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   • Brenda Wren
   • September 21, 2005

7. DRO terms preclude spousal rollover

   By R. Butler, September 14, 2005
   • 20 replies
   • 5.6k views
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   • Kirk Maldonado
   • October 3, 2005

8. SSN disclosure via separate document

   By Guest Gordy, September 13, 2005
   • 4 replies
   • 2.9k views
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   • Guest
   • September 28, 2005

9. Non-employee spouse moves out of state before QDRO is finalized

   By Guest Tax nerd, September 10, 2005
   • 2 replies
   • 1.5k views
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   • mbozek
   • September 10, 2005

10. Waiting for QDRO

    By Guest slb1113, September 6, 2005
    • 1 reply
    • 1.9k views
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    • QDROphile
    • September 6, 2005

11. Separate Interest and Shared Payment Defined

    By Guest Novice, September 2, 2005
    • 1 reply
    • 2.1k views
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    • QDROphile
    • September 6, 2005

12. Segregated account for AP, then distribution

    By Guest dbvail, August 25, 2005
    • 4 replies
    • 1.6k views
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    • mbozek
    • August 26, 2005

13. Nunc Pro Tunc QDRO

    By Guest KRNA, August 23, 2005
    • 3 replies
    • 3k views
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    • mbozek
    • August 24, 2005

14. QDRO Lump sum

    By Tom Poje, August 19, 2005
    • 33 replies
    • 7.9k views
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    • jpod
    • May 24, 2018

15. Payment of death of participant (QDRO but ex-spouse still designated beneficiary)

    By Guest AEA, August 18, 2005
    • 7 replies
    • 3.7k views
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    • 401 Chaos
    • August 23, 2005

16. Foreign QDRO

    By Guest renhark, August 18, 2005
    • 7 replies
    • 5.8k views
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    • QDROphile
    • August 22, 2005

17. Divorce but no Qdro, what are the ex's rights?

    By Guest Curious901, August 10, 2005
    • 4 replies
    • 2.6k views
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    • Locust
    • August 16, 2005

18. QDRO for assets rolled to IRA

    By jane123, August 9, 2005
    • 4 replies
    • 1.8k views
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    • mbozek
    • August 10, 2005

19. installment payments to alternate payee's plan

    By Lori H, August 8, 2005
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • August 8, 2005

20. Are these valid QDRO provisions?

    By mal, July 18, 2005
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • July 19, 2005

21. Remarriage and QDRO

    By Guest LouieT, July 13, 2005
    • 11 replies
    • 34.1k views
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    • mbozek
    • October 3, 2011

22. How to handle a pre-REA order?

    By Guest jac, July 8, 2005
    • 2 replies
    • 1.8k views
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    • QDROphile
    • July 9, 2005

23. Conflicting information in QDRO -- HELP

    By Guest JD698, July 1, 2005
    • 3 replies
    • 1.7k views
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    • mbozek
    • July 1, 2005

24. SERP

    By Guest jigpsu100, June 9, 2005
    • 25 replies
    • 14.7k views
    • 
    • mbozek
    • June 29, 2005

25. post-death QDRO shared interest with current spouse

    By Guest Tax nerd, June 2, 2005
    • 20 replies
    • 6.2k views
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    • QDROphile
    • June 8, 2005

26. Expected Actuarial Value should neither increase or decrease because of QDRO

    By Guest erepper, April 27, 2005
    • 2 replies
    • 2.3k views
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    • Effen
    • April 28, 2005

27. Payout prior to receipt of QDRO.

    By Guest jmlumpkin, April 5, 2005
    • 32 replies
    • 9k views
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    • david rigby
    • May 14, 2005

28. Written QDRO Procedures for Plan Adminstrators?

    By Guest Oracle, March 29, 2005
    • 2 replies
    • 2.7k views
    • 
    • QDROphile
    • March 29, 2005

29. QDRO payout

    By Guest Gordy, March 11, 2005
    • 1 reply
    • 2.3k views
    • 
    • QDROphile
    • March 11, 2005

30. Retroactive QDRO (AP blew 18 month deadline)

    By Guest erisamelissa, February 18, 2005
    • 8 replies
    • 3.7k views
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    • QDROphile
    • February 25, 2005

31. Actuarial Adjustment for Sex

    By RTK, February 14, 2005
    • 9 replies
    • 3.9k views
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    • Larry M
    • March 10, 2005

32. release of account balance information

    By Guest jmlumpkin, February 9, 2005
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • February 10, 2005

33. I should know this....

    By ERISAatty, January 26, 2005
    • 14 replies
    • 2.6k views
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    • mbozek
    • January 27, 2005

34. Reporting QDRO on 1099R

    By Kathy, January 12, 2005
    • 3 replies
    • 13k views
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    • Kathy
    • January 13, 2005

35. Notice to participant and alternate payee

    By MarZDoates, January 6, 2005
    • 1 reply
    • 1.6k views
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    • MarZDoates
    • January 6, 2005

36. QDRO issued before divorce decree?

    By Guest slrogers, January 5, 2005
    • 14 replies
    • 6k views
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    • mbozek
    • January 14, 2005

37. 2 Items... Valuation Date Issue and Plan Admin Lost record of QDRO HELP!

    By Guest flhockeynut, December 30, 2004
    • 10 replies
    • 4.3k views
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    • Guest
    • January 19, 2005

38. Passing fees to participants

    By AlbanyConsultant, December 17, 2004
    • 12 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 21, 2007

39. Required Minimum Distribution and QDRO - is alternative payee required to take RMD even though she is not yet 70 1/2?

    By Lynn Campbell, December 3, 2004
    • 1 reply
    • 4.4k views
    • 
    • QDROphile
    • December 3, 2004

40. Restraining Orders on Pension Benefits before DRO

    By Guest jac, December 2, 2004
    • 6 replies
    • 3.7k views
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    • mbozek
    • December 3, 2004

41. QDRO Policy

    By Guest Gordy, November 9, 2004
    • 1 reply
    • 2.4k views
    • 
    • QDROphile
    • November 9, 2004

42. Post retirement divorce...Spouse wants to use QDRO to waive her QJSA interest.

    By mal, October 8, 2004
    • 15 replies
    • 6.4k views
    • 
    • Kirk Maldonado
    • October 16, 2004

43. Plan terms limit QDRO distributions to Salary Reduction amounts. QDRO awards 50% of entire Participant balance. Which controls?

    By Guest SpenceMiles, September 22, 2004
    • 2 replies
    • 1.6k views
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    • david rigby
    • September 23, 2004

44. Puerto Rico QDRO?

    By Guest ScarletKnight, September 22, 2004
    • 1 reply
    • 2.3k views
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    • SoCalActuary
    • September 23, 2004

45. Alternate payee is also a plan participant. Can they take the distribution?

    By Guest oxdougw, September 16, 2004
    • 8 replies
    • 4.5k views
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    • Harwood
    • October 6, 2004

46. Can a QDRO be amended or clarified?

    By Dougsbpc, September 6, 2004
    • 5 replies
    • 13.5k views
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    • Kirk Maldonado
    • September 6, 2004

47. Is Alternate Payee required to consent to distribution?

    By Lynn Campbell, August 30, 2004
    • 8 replies
    • 4.6k views
    • 
    • Guest
    • August 31, 2004

48. Participant's former wife is awarded half of his interest in his qualified plan by a QDRO. Is she now a participant and entitled to a SPD ..etc...?

    By Guest Moe Howard2, August 26, 2004
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • September 23, 2004

49. Withholding on Distributions Pursuant to a QDRO

    By Guest SCUDDESLER, August 24, 2004
    • 11 replies
    • 10.2k views
    • 
    • mbozek
    • October 14, 2009

50. Subsequent DRO issued to essentially provide alternate payye with more retiement benefits in exchange for less other marital property

    By R. Butler, August 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 2004