Monthly Archives: April 2016

QDRO Used to Establish Security Interest in a Plan

One little known use of QDROs is to provide a security interest in a participant’s qualified plan benefits to the non-participant spouse. Often in divorce settlements, security interests are granted in property awarded to the other spouse. This happens when … Continue reading

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Common Mistakes When Valuing a Pension

A number of common mistakes can happen when valuing defined benefit and defined contribution plans – including partial offsets and tax consequences. What’s wrong with using a present value of a defined benefit plan in a marital settlement agreement?  In … Continue reading

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