Lisa Briggs
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Will someone PLEASE help me: I need an attorney to protect my portion of my awarded retirement benefits, by enforcing my amended QDRO against an ERISA governed retirement plan (401(k) Defined Contribution Plan) Attorney submitted the plan's “word for word sample QDRO” as my actual initial QDRO, then resigned.
Not only did the initial QDRO not provide the “Special Statutory Rights” created for the A.P. by ERISA.The initial QDRO does not assure proper distribution of property of the judgment. Instead of properly executing the distribution of our marital property, the QDRO deviated from the judgment. The provision of the initial QDRO(sample) was designed to, eventually revertmy portion of the marital property (benefits) back to my ex. The language in the initial QDRO is inconsistent with the term of the Judgement, ERISA and is completely unconscionable.
Therefore, I submitted a “separate interest approach” amended QDRO, For Provisions of Marital Property Rights: This Order relates to the provision of marital property rights to the Alternate Payee, as a result of the Decree of Divorce between the Participant and the Alternate Payee. The parties were married on September 23, 1989 and divorce issued orally in opened Court, by the Judge, on December 15, 2016. Plan manager approved amended QDRO by directing it to the Courts for Judges’ signature. Judge signed June 30, 2017, certified, file-endorsed (mailed to plan same day)
Once plan sponsors received the certified, amended QDRO, (now legal document) the plan sponsors became “what appears as”dishonest. The plan administrator informed me (have recorded phone conversation) that the plan was a party in my divorce (6 months after divorce was final) The plan manager sent me documents regarding the plan being a party joined in my divorce (also after) Per ERISA, a plan cannot be a party in a “State Domestic Preceding” The plan sent me a “Possibly” fake plan document (I already had the correct plan doc. but the plan did not know this) The document provided false information.
Finally, the plan’s atty. emailed me, stating; The plan cannot follow the order if it orders the plan to pay benefits not otherwise provided. “This would be inconsistent with the plan document”
The amended QDRO does not request a particular form of payment of benefit (nor any type) But the plan’s early retirement age is 55 years old. My ex-husband is 57 years old. Per ERISA 404(a)(1)(D) **COMPLIANCE WITH PLAN DOCUMENT: requires and allows a fiduciary to follow the provisions of the plan, BUT ONLY IF THE PROVISIONS OF THE PLAN IS CONSISTANT WITH ERISA. If the action called for by the plan provision is inconsistent with ERISA, the fiduciary is obligated to ignore the plan provision.
It’s difficult to find an attorney who knows about QDRO’s and who feel comfortable going to court. I need my own portion of awarded benefits. My ex is living off of his portion of marital property
The money from the retirement benefits is “ALL” I was awarded after; being evicted from our family home, ex filing for divorce, (shortly thereafter) 27 years of marriage and my son and I need a home. We have been displaced since August 27, 2015. I’ve did all I know to obtain honest help, but was met with deceit “every time” If I don’t obtain help with this issue, I will obtain nothing from my ex-husband’s plan benefits. Because the initial order which the plan approved and is complying with, is defective/ a non-qualified qdro.
Very important; the initial QDRO is defective/a non-qualified QDRO (The initial order does not meet all of the requirementsof a QDRO as defined by ERISA) Yet, the plan is choosing to comply with the non-qualified QDRO (Violating ERISA 514(b)(7) which prohibits a plan from complying with a non-qualified order (and, is a cause to invoke sanction and plan disqualification and is breach of plan fiduciary duty, along with other serious consequences) JUDGEMENT WAS ALREADY MADE: PURPOSE OF QDRO IS NOT TO CHANGE JUDGMENT
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Will someone PLEASE help me: I need an attorney to protect my portion of my awarded retirement benefits, by enforcing my amended QDRO against an ERISA governed retirement plan (401(k) Defined Contribution Plan) Attorney submitted the plan's “word for word sample QDRO” as my actual initial QDRO, then resigned.
Not only did the initial QDRO not provide the “Special Statutory Rights” created for the A.P. by ERISA.The initial QDRO does not assure proper distribution of property of the judgment. Instead of properly executing the distribution of our marital property, the QDRO deviated from the judgment. The provision of the initial QDRO(sample) was designed to, eventually revertmy portion of the marital property (benefits) back to my ex. The language in the initial QDRO is inconsistent with the term of the Judgement, ERISA and is completely unconscionable.
Therefore, I submitted a “separate interest approach” amended QDRO, For Provisions of Marital Property Rights: This Order relates to the provision of marital property rights to the Alternate Payee, as a result of the Decree of Divorce between the Participant and the Alternate Payee. The parties were married on September 23, 1989 and divorce issued orally in opened Court, by the Judge, on December 15, 2016. Plan manager approved amended QDRO by directing it to the Courts for Judges’ signature. Judge signed June 30, 2017, certified, file-endorsed (mailed to plan same day)
Once plan sponsors received the certified, amended QDRO, (now legal document) the plan sponsors became “what appears as”dishonest. The plan administrator informed me (have recorded phone conversation) that the plan was a party in my divorce (6 months after divorce was final) The plan manager sent me documents regarding the plan being a party joined in my divorce (also after) Per ERISA, a plan cannot be a party in a “State Domestic Preceding” The plan sent me a “Possibly” fake plan document (I already had the correct plan doc. but the plan did not know this) The document provided false information.
Finally, the plan’s atty. emailed me, stating; The plan cannot follow the order if it orders the plan to pay benefits not otherwise provided. “This would be inconsistent with the plan document”
The amended QDRO does not request a particular form of payment of benefit (nor any type) But the plan’s early retirement age is 55 years old. My ex-husband is 57 years old. Per ERISA 404(a)(1)(D) **COMPLIANCE WITH PLAN DOCUMENT: requires and allows a fiduciary to follow the provisions of the plan, BUT ONLY IF THE PROVISIONS OF THE PLAN IS CONSISTANT WITH ERISA. If the action called for by the plan provision is inconsistent with ERISA, the fiduciary is obligated to ignore the plan provision.
It’s difficult to find an attorney who knows about QDRO’s and who feel comfortable going to court. I need my own portion of awarded benefits. My ex is living off of his portion of marital property
The money from the retirement benefits is “ALL” I was awarded after; being evicted from our family home, ex filing for divorce, (shortly thereafter) 27 years of marriage and my son and I need a home. We have been displaced since August 27, 2015. I’ve did all I know to obtain honest help, but was met with deceit “every time” If I don’t obtain help with this issue, I will obtain nothing from my ex-husband’s plan benefits. Because the initial order which the plan approved and is complying with, is defective/ a non-qualified qdro.
Very important; the initial QDRO is defective/a non-qualified QDRO (The initial order does not meet all of the requirementsof a QDRO as defined by ERISA) Yet, the plan is choosing to comply with the non-qualified QDRO (Violating ERISA 514(b)(7) which prohibits a plan from complying with a non-qualified order (and, is a cause to invoke sanction and plan disqualification and is breach of plan fiduciary duty, along with other serious consequences) JUDGEMENT WAS ALREADY MADE: PURPOSE OF QDRO IS NOT TO CHANGE JUDGMENT
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Will someone PLEASE help me: I need an attorney to protect my portion of my awarded retirement benefits, by enforcing my amended QDRO against an ERISA governed retirement plan (401(k) Defined Contribution Plan) Attorney submitted the plan's “word for word sample QDRO” as my actual initial QDRO, then resigned.
Not only did the initial QDRO not provide the “Special Statutory Rights” created for the A.P. by ERISA. The initial QDRO does not assure proper distribution of property of the judgment. Instead of properly executing the distribution of our marital property, the QDRO deviated from the judgment. The provision of the initial QDRO (sample) was designed to, eventually revert my portion of the marital property (benefits) back to my ex. The language in the initial QDRO is inconsistent with the term of the Judgement, ERISA and is completely unconscionable.
Therefore, I submitted a “separate interest approach” amended QDRO, For Provisions of Marital Property Rights: This Order relates to the provision of marital property rights to the Alternate Payee, as a result of the Decree of Divorce between the Participant and the Alternate Payee. The parties were married on September 23, 1989 and divorce issued orally in opened Court, by the Judge, on December 15, 2016. Plan manager approved amended QDRO by directing it to the Courts for Judges’ signature. Judge signed June 30, 2017, certified, file-endorsed (mailed to plan same day)
Once plan sponsors received the certified, amended QDRO, (now legal document) the plan sponsors became “what appears as” dishonest. The plan administrator informed me (have recorded phone conversation) that the plan was a party in my divorce (6 months after divorce was final) The plan manager sent me documents regarding the plan being a party joined in my divorce (also after) Per ERISA, a plan cannot be a party in a “State Domestic Preceding” The plan sent me a “Possibly” fake plan document (I already had the correct plan doc. but the plan did not know this) The document provided false information.
Finally, the plan’s atty. emailed me, stating; The plan cannot follow the order if it orders the plan to pay benefits not otherwise provided. “This would be inconsistent with the plan document”
The amended QDRO does not request a particular form of payment of benefit (nor any type) But the plan’s early retirement age is 55 years old. My ex-husband is 57 years old. Per ERISA 404(a)(1)(D) **COMPLIANCE WITH PLAN DOCUMENT: requires and allows a fiduciary to follow the provisions of the plan, BUT ONLY IF THE PROVISIONS OF THE PLAN IS CONSISTANT WITH ERISA. If the action called for by the plan provision is inconsistent with ERISA, the fiduciary is obligated to ignore the plan provision.
It’s difficult to find an attorney who knows about QDRO’s and who feel comfortable going to court. I need my own portion of awarded benefits. My ex is living off of his portion of marital property
The money from the retirement benefits is “ALL” I was awarded after; being evicted from our family home, ex filing for divorce, (shortly thereafter) 27 years of marriage and my son and I need a home. We have been displaced since August 27, 2015. I’ve did all I know to obtain honest help, but was met with deceit “every time” If I don’t obtain help with this issue, I will obtain nothing from my ex-husband’s plan benefits. Because the initial order which the plan approved and is complying with, is defective/ a non-qualified qdro.
Very important; the initial QDRO is defective/a non-qualified QDRO (The initial order does not meet all of the requirements of a QDRO as defined by ERISA) Yet, the plan is choosing to comply with the non-qualified QDRO (Violating ERISA 514(b)(7) which prohibits a plan from complying with a non-qualified order (and, is a cause to invoke sanction and plan disqualification and is breach of plan fiduciary duty, along with other serious consequences) JUDGEMENT WAS ALREADY MADE: PURPOSE OF QDRO IS NOT TO CHANGE JUDGMENT
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Will someone PLEASE help me: I need an attorney to protect my portion of my awarded retirement benefits, by enforcing my amended QDRO against an ERISA governed retirement plan (401(k) Defined Contribution Plan) Attorney submitted the plan's “word for word sample QDRO” as my actual initial QDRO, then resigned.
Not only did the initial QDRO not provide the “Special Statutory Rights” created for the A.P. by ERISA. The initial QDRO does not assure proper distribution of property of the judgment. Instead of properly executing the distribution of our marital property, the QDRO deviated from the judgment. The provision of the initial QDRO (sample) was designed to, eventually revert my portion of the marital property (benefits) back to my ex. The language in the initial QDRO is inconsistent with the term of the Judgement, ERISA and is completely unconscionable.
Therefore, I submitted a “separate interest approach” amended QDRO, For Provisions of Marital Property Rights: This Order relates to the provision of marital property rights to the Alternate Payee, as a result of the Decree of Divorce between the Participant and the Alternate Payee. The parties were married on September 23, 1989 and divorce issued orally in opened Court, by the Judge, on December 15, 2016. Plan manager approved amended QDRO by directing it to the Courts for Judges’ signature. Judge signed June 30, 2017, certified, file-endorsed (mailed to plan same day)
Once plan sponsors received the certified, amended QDRO, (now legal document) the plan sponsors became “what appears as” dishonest. The plan administrator informed me (have recorded phone conversation) that the plan was a party in my divorce (6 months after divorce was final) The plan manager sent me documents regarding the plan being a party joined in my divorce (also after) Per ERISA, a plan cannot be a party in a “State Domestic Preceding” The plan sent me a “Possibly” fake plan document (I already had the correct plan doc. but the plan did not know this) The document provided false information.
Finally, the plan’s atty. emailed me, stating; The plan cannot follow the order if it orders the plan to pay benefits not otherwise provided. “This would be inconsistent with the plan document”
The amended QDRO does not request a particular form of payment of benefit (nor any type) But the plan’s early retirement age is 55 years old. My ex-husband is 57 years old. Per ERISA 404(a)(1)(D) **COMPLIANCE WITH PLAN DOCUMENT: requires and allows a fiduciary to follow the provisions of the plan, BUT ONLY IF THE PROVISIONS OF THE PLAN IS CONSISTANT WITH ERISA. If the action called for by the plan provision is inconsistent with ERISA, the fiduciary is obligated to ignore the plan provision.
It’s difficult to find an attorney who knows about QDRO’s and who feel comfortable going to court. I need my own portion of awarded benefits. My ex is living off of his portion of marital property
The money from the retirement benefits is “ALL” I was awarded after; being evicted from our family home, ex filing for divorce, (shortly thereafter) 27 years of marriage and my son and I need a home. We have been displaced since August 27, 2015. I’ve did all I know to obtain honest help, but was met with deceit “every time” If I don’t obtain help with this issue, I will obtain nothing from my ex-husband’s plan benefits. Because the initial order which the plan approved and is complying with, is defective/ a non-qualified qdro.
Very important; the initial QDRO is defective/a non-qualified QDRO (The initial order does not meet all of the requirements of a QDRO as defined by ERISA) Yet, the plan is choosing to comply with the non-qualified QDRO (Violating ERISA 514(b)(7) which prohibits a plan from complying with a non-qualified order (and, is a cause to invoke sanction and plan disqualification and is breach of plan fiduciary duty, along with other serious consequences) JUDGEMENT WAS ALREADY MADE: PURPOSE OF QDRO IS NOT TO CHANGE JUDGMENT
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Yes, you do need a lawyer who is competent with respect to the applicable state domestic relations law and the federal QDRO law. QDROs, especially with respect to pension plans, are a bane to the average divorce lawyer. I will comment indirectly on only one of your statements. The idea of the plan being a party to your divorce proceedings suggests that the divorce took place in a California court. California has a rather quaint (or outrageously screwed up, to those of us versed in the federal law) procedural approach to QDROs that involves "joining" plans to the divorce proceeding. The plans don't like it any more than you or I, but the Department of Labor failed to prevail in its attempt to show California the error of its ways. It is essentially meaningless, but it can complicate matters and be a distraction, especially for the plan. Anyway, I am unable to refer you to a lawyer in California who could handle this competently, but they are out there. The bar associations in many states have referral services; I do not know about California, or wherever you are. You need to interview anyone you are referred to, but you have the advantage of a real-life mess to present for an intelligent response, allowing you to assess your potential lawyer. I am sorry you are having such a hard time and that your first lawyer abandoned you with an apparent inappropriate domestic relations order.
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Thank you for responding. I actually live in Dallas, Texas and have for the last 25 years or so. My divorce also took place here in Dallas.
The retirement plan of subject is in California. Although my ex-husband has been a participant of the plan close to 30 years. He has not worked for the employer in over 24 or so, years.
Again, "Thank you"
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