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Services
Establish written QDRO procedures
Review draft and court-executed domestic relations orders
Establish written QDRO procedures
Required by ERISA and Internal Revenue Code. We will periodically review each client’s procedures to ensure they remain compliant with federal regulations.
Develop sample orders
Review draft and court-executed domestic relations orders
Establish written QDRO procedures
Tailored to client plan provisions for all defined benefit plans and defined contribution plans. Our sample orders include easy-to-follow instructions for proper completion of an order to simplify the process for participants, spouses and drafting attorneys.
Review draft and court-executed domestic relations orders
Review draft and court-executed domestic relations orders
Review court-executed medical child support orders and National Medical Support Notices
On behalf of the plan administrator to determine an order’s qualification status based on federal regulations as well as plan-specific requirements. This service includes the issuance of all communications to the parties including ERISA-required acknowledgement of receipt of an order and a detailed final qualification letter. To minimize client involvement, we can also provide segregation instructions to the client’s third party benefit administrators if authorized by the client.
Review court-executed medical child support orders and National Medical Support Notices
Review court-executed medical child support orders and National Medical Support Notices
Review court-executed medical child support orders and National Medical Support Notices
On behalf of the employer and plan administrator to determine the qualified status of the order or Notice. This service includes issuance of all communications including a detailed final qualification letter to the parties and state child enforcement agencies. To minimize client involvement, we can also provide enrollment instructions to the client’s third party benefit administrators if authorized by the client.
Fully outsourced QDRO and/or QMCSO Administrative services
Review court-executed medical child support orders and National Medical Support Notices
Fully outsourced QDRO and/or QMCSO Administrative services
- Toll-Free Phone access from 8:00 a.m. to 4:00 p.m. (Eastern Time) Monday through Friday (except for major holidays)
- Online access to procedures and model orders for participants and attorneys
- Encrypted email communication for timely follow-up on pending cases