Greetings,
Thank you for the prompt response.
Your assumption is correct, I am the Alt Payee. The initial purpose for me to agree to half of their ESOP was to free up cash for debt and cost of living during the transition. I was informed prior to the Decree that the ESOP was a defined "plan" and that a lump sum would be payable immediately after valuation. (After the QDRO was approved) When the Judge signed the Decree, the cooperation from the administrator ceased, it then took a year for me to get the QDRO approved. Is there a way to compel them to give me the terms of the "plan" ASAP, or do I need to wait until they have the annual audit and send the statement out to all share holders? They have sent me a Statement reflecting my segregated shares and a valuation dating to the 2015 audit, but nothing regarding current value and options for distribution. Thanks in advance.