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BenefitsLink
Message Boards Digest

June 20, 2022

Here are the most recently added topics on the BenefitsLink Message Boards:

ERISA-Bubs created a topic in Qualified Domestic Relations Orders (QDROs)

Should We Process a Domestic Relations Order That's 2 Years Old?

"We received a DRO from July 2020 back in 2020. The order was clear, but contained some very odd terms, so we reached out to the parties to verify our interpretation. We just heard back from them this week that our interpretation of the order is correct. The DRO could be considered a QDRO, but can we process it now that it's two years old? I know there is the 18 month rule, but that appears to be more of a deadline for the administrator to process the Order, not a limit on how old the order can be. Can we process the Order? Is there a limit as to how old an order can be and still be determined a QDRO and processed accordingly?"

2 replies so far   |    Click Here to Add a Reply

TPApril created a topic in Investment Issues (Including Self-Directed)

Moving Assets in Plan Participant's Self-Directed Account to IRA -- Merely Retitle the Account?

"Plan allows for in-kind distributions. Any particular issues out there for self directed brokerage accounts that would like to basically rename their plan as an IRA and treat the value on that date as the direct rollover?"

2 replies so far   |    Click Here to Add a Reply

Here are the most recently posted jobs on EmployeeBenefitsJobs.com, a service of BenefitsLink:

View job as Compliance Consultant - DC Plans

Compliance Consultant - DC Plans  View details

Blue Chip Retirement Plans, Inc.
Remote / WI

View job as Retirement Plan Relationship Manager

Retirement Plan Relationship Manager  View details

ERISA Services, Inc.
Loganville GA / Sterrett AL

View job as Plan Services Consultant II

Plan Services Consultant II  View details

CUNA Mutual
Remote

View job as Plan Consultant II - RKO Team

Plan Consultant II - RKO Team  View details

CUNA Mutual
Remote

View job as Plan Consultant

Plan Consultant  View details

BPAS
Remote / Syracuse NY

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