Jump to content

Paying QDRO Expenses out of a DB Plan Trust?


Guest cstrong

Recommended Posts

Guest cstrong

Is it common for QDRO expenses to be paid out of a DB plan's trust?

I appreciate any comments!

Link to comment
Share on other sites

To the best of my knowledge, it is not common. However, it probably happens indirectly in some cases.

Some prior discussions that might be relevant:

http://benefitslink.com/boards/index.php?showtopic=20880

http://benefitslink.com/boards/index.php?showtopic=13390

http://benefitslink.com/boards/index.php?showtopic=20684

http://benefitslink.com/boards/index.php?showtopic=21732

DOL Field Assistance Bulletin, specifically relating to DC plans.

http://www.dol.gov/ebsa/regs/fab_2003-3.html

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...