Chiswick Posted November 3, 2020 Posted November 3, 2020 What does the following wording mean in regards to a QDRO? (including any investment experience) Our 401k QDRO was recently completed nunc pro tunc after our divorce in August of 2018. My wife passed 7 months after the divorce judgement. Her son is beneficiary. The QDRO states: This order assigns to the Alternate Payee (myself) 55% of the Participant's account as of December 31, 2018, including any investment experience thereon from December 31, 2018 to the date of transfer to him. The judgement assigned 45% to my ex-wife so her son will be the beneficiary of that percentage. So in regards to investment experience does that include any interest made up until the date of transfer? or is it just based on the balance of December 31, 2018 or today's value??
ESOP Guy Posted November 3, 2020 Posted November 3, 2020 If it talks about investment experience from 12/31/2018 the split will have gains/losses based on actual gains/losses on the account from 12/31/2018 to date of the account is split. Luke Bailey 1
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