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Guest Benefitsesq
Posted

I have a QDRO that does not award the AP any distribution from the DB plan except for the following language:

"This Order assigns to the AP an amount equal to 100% of the survivorship portion of the Participant's benefits which have accured during the entirety of the Participant's enrollment and membership in the Plan."

The remainder of the proposed DRO is the fund's model separate interest QDRO. It speaks to the AP being named surviving spouse for 100% of the QPSA. I know this is acceptable, but can you also be named survivor for QJSA?

Any assistance/explanation would be helpful and very much appreciated.

Posted
It speaks to the AP being named surviving spouse for 100% of the QPSA. I know this is acceptable, but can you also be named survivor for QJSA?

Yes.

John Simmons

johnsimmonslaw@gmail.com

Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.

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