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QDRO Payout to Another Plan?

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If, following a qualified domestic relations order, the participant’s spouse or former spouse is treated as an alternate payee and distributee, that distributee may make a rollover (including a direct rollover) to an eligible retirement plan.  I.R.C. § 402(c)(1), 402(e)(1) https://irc.bloombergtax.com/public/uscode/doc/irc/section_402.

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania



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The only thing I would add is that a retirement plan can be set up to not allow rollovers from other plans.  Rare for sure but I've seen it!  I would be surprised if wife set up her separate retirement plan to not allow rollovers but she should check the fine print just to be safe.

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