KTB

When doing a QDRO and the ex-spouse still has the balance in the plan, when the participant quits, can the ex-spouse still leave the balance in the plan?

Thank you everyone for your input and thoughts! I appreciate it.

I was wondering if that would be the case. Thanks for responding. If anyone else has any other feedback I would apprecaite it!

Has anyone ever used a special tax form or maybe a custom form to send to an employee once he/she has rolled money into a 401(k) from an outside source? I know with IRA's if you roll money into it, you get a Form 5498 so I didn't know if there was anything like that for 401(k)s? Thanks!

We have a 401(k) Profit Sharing Plan that makes an employer contribution well after the end of the plan year. During the 'waiting' time, we have had a few people take distributions from the plan. This gave them a $0 balance, but when the employer contribution came in, they now have a very small balance in the plan. How does everyone handle that? Can you force it, should you try to contact them before using the same distribution method that they chose before? Thanks!!

Just thought I would let everyone know that I just found out the 2007 COLA will be out October 18th.