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Lisa Souza

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  1. You are right. I need to talk to a lawyer. The employer says I have 60 days to appeal again and at least I can schedule a free consultation. Thank you so much Bill!
  2. Thank you for your information. It is a defined pension plan with a private company. I am pretty certain that it is covered by ERISA. My ex-husband never remarried and we never filled out a QDRO. My divorce lawyer never even mentioned this to me. Divorce only lists child support payments, debts we were both responsible for and that we both owned land and Bob had to quit claim all of his rights to the land. NO mention of pension plans or 401 K's. I had a lousy lawyer and is probably deceased by now. Bob didn't even show up for the hearing. The company sent me copies of some pages of the pension plan. However, I noticed there are no logos of the pension company on them, not even the pension company name. The bottom of these pages have a date of January, 2013. How am I supposed to know if these copies are legit? Should I reach out to the pension company? I need to look further into the Pension Protection Act of 2006 and how you would submit a QDRO post mortem. Lisa
  3. My ex-husband died 4 years ago. He had a TBI for 12 years. I got a letter from the fire department he worked for telling me contact his previous employer because the pension company saw his obituary and they wanted to contact family for his pension. We were married while he worked for this previous employer and then moved to Florida. He never contacted them again. We were divorced and no QDRO was completed. I read some ERISA regulations that stated that the wife is beneficiary unless signs a notarized paper go give it someone else. Documents, such as, who is beneficiary must be kept indefinitely by company while other documents only kept 7 years. They say they have no documents, of course. I was told 3 different stories from the previous employer: 1. Wife gets pension, if divorced and no QDRO filled out then ex-wife gets pension. 2. Will go through his estate and give to his daughters. 3. I appealed the decision and now they say that no one gets his pension. This sounds a little fishy. How can they just keep his pension funds?? Supreme Court Case Egelhoff vs Egelhoff decision sided with ex-wife to receive pension money since it came under ERISA and she was his wife at the time he worked for company and no QDRO or changes made to beneficiary. So, my question is - how can my ex-husband's previous employer and the pension company legally not disperse his pension? The company searched me out because I did not know him being entitled to this pension. Thanks for any information someone might have to help me. LisaPension information for ex-wife and Supreme Court Ruling.docx
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