Monthly Archives: March 2016

Forcing a Pension “Cash Out”

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

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Fees Charged by Certain Plan Administrators

A little-noticed change to the federal Employee Retirement Security Act (ERISA) permits plan administrators to charge QDRO processing fees for a 401(k) to plan participants and alternate payees. Prior to May 2003, the federal regulations precluded plan administrators from charging … Continue reading

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