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BarShot

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  1. I'll do some calling and searching. Hope we find it. I'll come back and let you know. Thanks Gentlemen
  2. Thanks for the input....The attorney for L has been contacted and has no idea how to locate the QDRO. Strangely, back in 2001 he wanted her to take the cash distribution at the time of the divorce??? We really believe that Dade Behring processed the QDRO. They sent her a letter stating the "record keeper for the plan" and even what the new balance was. The problem stems from the Dade Behring demise and WHO the plan was transferred to before Siemens took over or WHO they transferred it to. Merrill Lynch really surprises us that have NO RECORD of anything. For a period of time they and some affiliate were the "record keeper for the plan". Now they seem to have amnesia and don't keep records that old??? I believe it is not a new SALE so they don't want to take the time to investigate this. "Merrill Lynch/Howard Johnson & Co" were the last known keeper, shouldn't they be required to state who they transferred it to? They say they can't do that! Strange, ML/HJ were charged with keeping records, can't express where the funds went, now blame Dade Behring &/or Siemens???
  3. I am trying to help a 50 year friend of my wife. Her deceased 2nd husband was a 50 year friend of mine. Our friend, lets call her "L", got divorced in 2001. her ex-husband worked for Dade Behring. As part of her divorce settlement there was a QDRO set up. DB instructed "Merrill Lynch/Howard Johnson & Co" (record keeper for the plan) to set up a "cash balance plan" in her name. Set up in 2001 and by 2003 had grown about 7K to a total of 55K. L moved from MD to FL for 2002, 2003, 2004. L moved back to MD in 2004. L contends she forwarded her new MD address to DB but never got any other correspondence from them in MD. After her move from FL, hurricane/flooding at the lake area, the FL address no longer exists. One of her original choices on the DB letter was to (do nothing) wait until no later than 70 1/2 to take distribution. L elected to wait till 60 and has searched everywhere for this QDRO account. Dade Behring was bought by Siemens Co somewhere in 2008-9 time frame. There is nobody at DB, they are gone. Her SSN is not listed at; Siemens, Merrill Lynch, Fidelity, Prudential, Pension Rights Center, US Dept of Laboror Pension Benefits Guarantee Corp. They all contend to know nothing about her or the QDRO. We sent a fax to Siemens Co back on Dec 12, 2014. As of today they don't have a resolution and say they are investigating. Where can we track this QDRO? We have the signed, sealed QDRO in our possession. We have made 100+ calls, spent endless hours, and sent out faxes and letters with information. Still nothing. Where do we turn next? PS- our friend L does not have a computer or know how to use the internet. My Wife & I are her main avenue for finding this.
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