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Posted by studiocenter on Apr 1, 2011

Don't let the QDRO be Worse than the Marriage

In this issue:

  • What is a QDRO?
  • Requirements
  • Identification of the Parties
  • Description of Benefits
  • Purpose and Direction of Payment
  • Prohibitions
  • Inconsistency with Plan Provisions
  • Amount of Benefits
  • Conflict with Previous QDRO
  • Processing
  • Don't Make Assumptions
  • Death and Taxes
  • Taxes
  • Death
  • Summary

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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