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Posted

The Plan will want whatever information is relevant to determine the amount and timing of the distribution to the Alternate Payee.  It will not care whether those dates have specific names, such as wedding, separation, divorce, date of cohabitation, etc.  (Likely the court will want to know. 😉)

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.

Posted

Closing thread due to duplication.

 

 

The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.

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