Monthly Archives: June 2016

Security for the Alternate Payee’s Share of the Retirement Account

The order requires that the participant pay the benefits to the alternate payee within a specified period of time. Naming the participant as a constructive trustee does not relieve the Plan Administrator of responsibility to pay the benefits under a … Continue reading

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Forcing a Pension “Cash Out” Upon Divorce

When the spouses have sufficient assets, the offset method – trading the pension in exchange for, say, a mutual fund – may be more advantageous than a QDRO and a share of the participant’s pension; however, the participant cannot force … Continue reading

Posted in Pension Valuation Issues | Leave a comment