Jump to content

Did she lose her benefit? late QDRO

Recommended Posts

Public retirement system governed by state law and not ERISA. It is a defined benefit plan.
Married many years, participant and ex-wife divorce, divorce decree states ex-wife gets half. QDRO never filed with the plan. Participant retires and names a beneficary other than ex-wife. Benefit option selected pays retiree a monthly retirement for life. Upon his death, beneficary receives a monthly benefit for life that is one/half of his monthly benefit. Ex-wife is now wanting for file a late QDRO.
Will the participant be legally required to split the benefit with the ex-wife or did she wait too long to file the QDRO?


Link to comment
Share on other sites

... and the Plan should not take sides.

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...