FMSINC This is helpful, thank you. I know there are a ton of details to consider and I appreciate whatever guidance I can get. You've provided more than any attorney has given me. And I'm even willing to pay for their services!
This was a city retirement plan and is not subject to ERISA laws, and you are correct; it's a Law Enforcement Plan. I have all but given up on trying to fight them. They are not budging with their position:
<< The Fresno Municipal Code is very specific as to the time frames that must be adhered to. This is not simply a policy issue that can be overturned by Retirement staff or Board. The one year waiting period is outlined in Sec. 3-418(i). Because Steven did not survive until the effective date of the benefit, no benefits are payable following his death. Because the Code is not at all ambiguous in this matter, I do not feel there is any room to conclude anything other than what has been conveyed to you. This matter has been discussed extensively with management in this office as well as the Retirement Board’s outside legal counsel. The same conclusion has been reached following each of these conversations.>>
But in the Ex's court documents that she sent me, the city is '"completely willing to cooperate with signing off on the finalization of the QDRO"
Jerks! >:-{
I don't think we're dealing with survivor annuity benefits or if I play a role in that, either. I'm not familiar with what that is. The Ex is petitioning for her "marital portion of his retirement". The divorce decree says she gets "community property interest in retirement benefits with the city of Fresno".
But this is also in their divorce documents, which adds to the confusion. FYI there was no will.
So again, if there's any reprieve for this grieving widow, I'd appreciate any advice.
Thank you