Jump to content

Search the Community

Showing results for tags 'esop divorce'.

  • Search By Tags

    Type tags separated by commas.
  • Search By Author

Content Type


Forums (Message Boards)

  • Retirement Plans
    • 401(k) Plans
    • Defined Benefit Plans, Including Cash Balance
    • Retirement Plans in General
    • Distributions and Loans, Other than QDROs
    • IRAs and Roth IRAs
    • 403(b) Plans, Accounts or Annuities
    • Cross-Tested Plans
    • Correction of Plan Defects
    • SEP, SARSEP and SIMPLE Plans
    • Qualified Domestic Relations Orders (QDROs)
    • Employee Stock Ownership Plans (ESOPs)
    • Plan Terminations
    • Governmental Plans
    • Plan Document Amendments
    • 457 Plans
    • Investment Issues (Including Self-Directed)
    • Operating a TPA or Consulting Firm
    • Estate Planning Aspects of IRAs and Retirement Plans
    • Continuing Professional Education
    • ERPA (Enrolled Retirement Plan Agent)
  • Issues Spanning Multiple Types of Plans
    • Form 5500
    • Communication and Disclosure to Participants
    • Litigation and Claims
    • Church Plans
    • Securities Law Aspects of Employee Benefit Plans
    • Mergers and Acquisitions
    • Multiemployer Plans
    • International, Expat Benefits
    • Miscellaneous Kinds of Benefits
  • Health & Welfare Plans
    • Cafeteria Plans
    • Health Plans (Including ACA, COBRA, HIPAA)
    • Health Savings Accounts (HSAs)
    • VEBAs
    • Other Kinds of Welfare Benefit Plans
  • Executive Comp; Section 409A
    • 409A Issues
    • Nonqualified Deferred Compensation
  • Miscellany
    • Using the Message Boards (a.k.a. Forums)
    • Employee Benefits Job Opportunities
    • Humor, Inspiration, Miscellaneous
    • Computers and Other Technology
  • User Groups (Unofficial)
    • ftwilliam.com
    • Relius Administration

Find results in...

Find results that contain...


Date Created

  • Start

    End


Last Updated

  • Start

    End


Filter by number of...

Joined

  • Start

    End


Group


Website URL


Interests

Found 1 result

  1. I am new here but have read dozens of posts and realize that you guys are really knowledgeable and generous with your help. And I really need help. I went through a nasty divorce, and 4 years later am still trying to finish the settlement. My Ex works for a huge publicly traded global company. Ex and the Plan Administrator have been friends for over 20 years. I cannot get a full and straight answer from the PA as to what my choices are to get my 50% (awarded by the court) of the employee stock options in the account. Every time I try, the PA contacts my Ex and then feeds me Ex's version of what he wants me to know. I finally went back to court and got a Court Order for Ex to authorize the company to give me the full information, but it is still being filtered by the PA. I did finally get to see the account statements and have learned (after the Court Order) that in these 4 years, Ex has exercised and sold some of the stock. This situation of some sold shares and some unexercised Options probably has complicated the decisions on how to divide the account assets. The only condition in the divorce decree is that the asset is to be settled in a way to cause the least tax liability to each of us. He is in a very high tax bracket and has to consider AMT. I am on SS and in such a low bracket that I owed no taxes the last 3 years. How can I learn if the employer's Plan allows for Options to be transferred to me (and exercised at my own tax level) or what other choices I have in this asset division? Thank you for any and all help.
×
×
  • Create New...

Important Information

Terms of Use