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Showing content with the highest reputation on 05/12/2016 in all forums

  1. The Plan's QDRO Procedure may say how long the Plan will wait before requiring a new DRO, but it may also give the Plan Administrator some discretion. If everyone is now in agreement, I don't see why the Plan couldn't process a 2 year old Order that's qualified.
    1 point
  2. https://www.irs.gov/pub/irs-tege/rollover_chart.pdf
    1 point
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