Qualified Domestic Relations Orders (QDROs)

887 topics in this forum

1. 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

2. Puerto Rico QDRO?

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

3. 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
   • 
   • david rigby
   • September 23, 2004

4. 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

5. Is Alternate Payee required to consent to distribution?

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

6. Division of benefits as of 1998 for a profit sharing plan

   By Guest inquiry2, August 12, 2004
   • 12 replies
   • 3.4k views
   • 
   • QDROphile
   • August 30, 2004

7. What if Participant dies before signing 100% AP?

   By Guest toro0909, July 6, 2004
   • 8 replies
   • 2k views
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   • Effen
   • August 26, 2004

8. 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
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   • Guest
   • August 24, 2004

9. Accrued money purchase contribution

   By Guest jim williams, August 13, 2004
   • 2 replies
   • 1.4k views
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   • QDROphile
   • August 13, 2004

10. QDRO & Top Heavy

    By Guest philc, August 12, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 12, 2004

11. Earliest Retirement Age - Disability Pension

    By RTK, May 10, 2004
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • August 10, 2004

12. QPSA requirement defeated by disclaimer?

    By Guest beppie_stark, June 23, 2004
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • August 10, 2004

13. Does AP only get 50% of vested portion of acct or does Adm only use vested funds to satisfy QDRO award of 50% of account?

    By Guest Callan, July 30, 2004
    • 12 replies
    • 3.3k views
    • 
    • QDROphile
    • August 4, 2004

14. DB plan: What if Alternate Payee dies before retirement. Can amended DRO be submitted and accepted as QDRO?

    By Guest QDROs, July 6, 2004
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • July 30, 2004

15. PVAB for a Fireman

    By Blinky the 3-eyed Fish, July 28, 2004
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • July 29, 2004

16. commencement of benefits to AP no later than when P commences--DB Plan

    By Guest jac, July 27, 2004
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 27, 2004

17. Husband required to buy out ex-wife's portion of house, HELP !

    By Guest bjschiedel, July 7, 2004
    • 5 replies
    • 2.5k views
    • 
    • stephen
    • July 22, 2004

18. Present Value of DB Benefit

    By Blinky the 3-eyed Fish, July 6, 2004
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • July 9, 2004

19. Timing of distribution to alternate payee - protected benefit? Can plan be amended to postpone?

    By Guest LMalone, July 1, 2004
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • July 1, 2004

20. Domestic Relations Orders - Property Settlement Agreement

    By Guest Karen, PA, June 25, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 1, 2004

21. Death of Participant

    By Guest Kevin Wiggins, May 5, 2004
    • 8 replies
    • 2k views
    • 
    • QDROphile
    • June 26, 2004

22. Meaning of joint and survivor annuity for QDRO purposes

    By smm, June 24, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • June 24, 2004

23. DRO says payments to AP end when P dies, AP dies OR AP remarries

    By Guest erisamelissa, June 16, 2004
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 2004

24. IRS defines spouse under tax law

    By mbozek, June 18, 2004
    • 2 replies
    • 1.9k views
    • 
    • E as in ERISA
    • June 18, 2004

25. When would a spouse receive a QDRO payment?

    By FundeK, June 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • June 15, 2004

26. QDRO that includes future accruals

    By Guest cosmo01, May 26, 2004
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 26, 2004

27. QDRO needed for SEP IRA?

    By Guest tsobel, May 21, 2004
    • 1 reply
    • 4k views
    • 
    • QDROphile
    • May 21, 2004

28. QDRO and PLR 200252097?

    By Belgarath, May 12, 2004
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • May 12, 2004

29. Participant dies & alt payee, w/ only a divorce decree, claims 1/2 of pension

    By Guest cstrong, May 11, 2004
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • May 11, 2004

30. Required Minimum Distribution Under QDRO

    By RTK, May 4, 2004
    • 0 replies
    • 2.7k views
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    • RTK
    • May 4, 2004

31. Are separate accounts required?

    By Guest buyertoday, April 28, 2004
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • April 30, 2004

32. Another Assigned Benefit Question

    By FJR, April 30, 2004
    • 2 replies
    • 1.3k views
    • 
    • FJR
    • April 30, 2004

33. "Stipulations" in QDROs

    By Guest beppie_stark, April 27, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • April 28, 2004

34. 2 QDROs?

    By Guest JLB, April 26, 2004
    • 6 replies
    • 2k views
    • 
    • QDROphile
    • April 26, 2004

35. QDRO earnings calculation

    By FundeK, April 22, 2004
    • 1 reply
    • 1.7k views
    • 
    • Harwood
    • April 22, 2004

36. Model DRO Input - Take 2.

    By Guest Kevin Wiggins, April 12, 2004
    • 13 replies
    • 2k views
    • 
    • Guest
    • April 14, 2004

37. Model DROs Input

    By Guest Kevin Wiggins, April 5, 2004
    • 14 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 8, 2004

38. QDRO: recommended or required?

    By Guest Patriot01, March 31, 2004
    • 17 replies
    • 3.2k views
    • 
    • QDROphile
    • April 6, 2004

39. QDRO Formula - Increased Benefit

    By Guest cosmo01, March 30, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 5, 2004

40. Paying QDRO Expenses out of a DB Plan Trust?

    By Guest cstrong, March 16, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • March 17, 2004

41. Potential Liablity related to Address Sharing?

    By ERISAatty, March 12, 2004
    • 11 replies
    • 2k views
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    • Harwood
    • March 16, 2004

42. SHAM QDRO

    By Guest SCUDDESLER, March 3, 2004
    • 17 replies
    • 6k views
    • 
    • 401 Chaos
    • March 12, 2004

43. Notice from state dept of social & health services garnishing 401k for child support

    By Guest sjpilger, February 17, 2004
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 2, 2004

44. Holder of QDRO remarries ex-spouse participant. Result ?

    By Guest halka, February 23, 2004
    • 22 replies
    • 5.8k views
    • 
    • Guest
    • March 2, 2004

45. Can QDRO be structued as loan?

    By Guest Willy235, March 1, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 1, 2004

46. IRS Audit

    By Guest Kevin Wiggins, February 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • February 10, 2004

47. Gain/Loss on Segregated Amounts

    By Guest paybdb, January 30, 2004
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 3, 2004

48. DOL or IRS brochure or pub on QDRO?

    By maverick, January 30, 2004
    • 3 replies
    • 2.4k views
    • 
    • chris
    • January 30, 2004

49. What is the extent of an employer's obligation to furnish account information to a participant/alternate payee who is preparing a QDRO?

    By Guest Sparky, January 16, 2004
    • 20 replies
    • 7.3k views
    • 
    • Guest
    • January 30, 2004

50. Restoration of Alternate Payee

    By Guest Kevin Wiggins, January 29, 2004
    • 3 replies
    • 1.2k views
    • 
    • Harwood
    • January 29, 2004