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Showing content with the highest reputation on 02/26/2021 in Posts
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We might work in different worlds but I take almost the exact opposite approach - keep 'em out as long as possible. Otherwise you are creating unwanted employer contributions in a top-heavy plan, and even one particpant with a small balance creates hassles that my small plan sponsors don't need or want.2 points
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Satisfying ABT on Allocations and Rate Group Testing on Benefits
John Feldt ERPA CPC QPA reacted to Mike Preston for a topic
This is perfectly acceptable.1 point -
If you think there was fraud involved, and can prove it, then hiring an attorney to sue your ex and have the QDRO rescinded may be your only recourse. A QDRO need not be signed by the litigants as far as I know, and if all the pieces that qualify a DRO as a QDRO are there then the Plan Administrator is required to follow. There is nothing you state that implies the Plan Administrator did anything wrong.1 point
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Did the administrator administer the DRO in a manner inconsistent with said order? It is not up to the administrator to analyze the DRO for fairness. There is a checklist they go through. There are some items that MUST be in a DRO and some items that simply CANNOT be in there. Once all the boxes are ticked, the administrator takes steps to satisfy the DRO as written. You should consult with your attorney as to the next steps.1 point
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I'd suggest not editing an original post to completely re-write it. It makes the thread, and especially the responses, confusing.1 point
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Payment of DB Plan Benefits out of Corporate Assets (wrong account)
Bill Presson reacted to Bob the Swimmer for a topic
Where was the original actuary in all this, preparing required reports with what was going on ?1 point
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