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JH

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  1. Assuming that "One method is to take the value of the account as of the original Valuation date and use an average of the Dow Jones, NASDAQ, S&P 500 and Moody’s bond rate each month year to bring that amount up to the date of the new TPA take over. Then the gains and losses would be computed from that date to the date of rollover or distribution to the Alternate Payee" would work if the other partner to the QDRO accepts / signs it?
  2. Tring to go back to the old plan administrator now. New administrator (major financial firm) says they are unable to calculate gains and losses when it was submitted. fmsinc: thanks for the details. I will try the "One method is to take the value of the account as of the original Valuation date and use an average of the Dow Jones, NASDAQ, S&P 500 and Moody’s bond rate each month year to bring that amount up to the date of the new TPA take over. Then the gains and losses would be computed from that date to the date of rollover or distribution to the Alternate Payee. ".
  3. Thanks. Going back to the tax guy that prepared it and see what he says ref. having to change the name to the new administrator and the gains / losses. Magistrate already approved the old QDRO with the old admisnistrator on it.
  4. Plan administrator switched in the middle of the QDRO process with my old employer. HR at my old company says new plan administrator wants everything re-done. Do I need re-do QDRO, get court submission / approval done again, and then resubmit to HR? My retirement assets were basically frozen when I submitted it, but HR says it has to be redone: new plan administrator wouldn't process it due to gains losses unknown because it was with old plans administrator, said qdro needs redone and plan name changed to new plan adminstrator since it was converted. thank you
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