QDRO - Date of Valuation

[PS]

This is related to QDRO- I need to know understand what the “date of valuation for distribution to the Alternate Payee” means.  Is it the date funds are deposited to the Alternate Payee account?  Also, I would like to know what would be the time frame between the date of segregation and the date of valuation for distribution to the Alternate Payee.

[Larry Starr]

2 hours ago, Pri said:

This is related to QDRO- I need to know understand what the “date of valuation for distribution to the Alternate Payee” means.  Is it the date funds are deposited to the Alternate Payee account?  Also, I would like to know what would be the time frame between the date of segregation and the date of valuation for distribution to the Alternate Payee.

Sorry, but none of that makes sense to me.  Where does your quoted words come from?  The plan doc?  The QDRO?  How is the distribution being made (why do you talk about an Alternate Payee account; are the funds NOT being paid out right away to the alternate payee)?  Why are you "segregating" and on what basis?  What does the order say about the amount of the payout? Lot's of information needed to have a rational response.

[Luke Bailey]

Pri, I sort of agree with Larry that you have provided insufficient information, but this is probably the date as of which the alternate payee's interest is created, e.g. if he or she is given a percentage of the participant's account, then what that percentage is in dollars may be determined as of the referenced date. After that it will be in his/her own account and invested at his/her risk, unless it is distributed immediately. But there must be more detail in the QDRO.

[PS]

Thank you all, I'm trying to get more information from my client.