Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What information must a domestic relations order contain to qualify as a QDRO under ERISA?

April 26, 2017contain domestic ERISA QDRO qualify

0

10 Posted

What information must a domestic relations order contain to qualify as a QDRO under ERISA?

1 Answer

0

10 Posted

• The name and last known mailing address of the participant and each alternate payee • The name of each plan to which the order applies • The dollar amount or percentage (or the method of determining the amount or percentage) of the benefit to be paid to the alternate payee • The number of payments or time period to which the order applies Reference: ERISA 206(d)(3)(C)(i)-(iv); IRC 414(p)(2)(A)-(D)