News & Analysis as of

Retirement Plan Spouses Divorce

Ius Laboris

Pensions on Divorce: Practical Hurdles and the Gender Pension Gap

Ius Laboris on

The UK pension sharing system often results in poor outcomes for divorced women due to its complexity and low uptake. Practical issues like timing delays, unresponsive ex-spouses, and fluctuating pension credit values further...more

Weber Gallagher Simpson Stapleton Fires &...

Navigating Tax Filing Season: Essential Tips for Couples and Families

It’s tax filing season and now is the time to gather your important tax documents. Of course, tax filers should be aware of the basics including gathering your employment W2s and 1099s. But, what about the not so basic...more

Offit Kurman

The Dos and Don’ts of a High-Asset Divorce

Offit Kurman on

Divorce is not easy, and when substantial assets are involved, the process becomes even more complex. High-asset divorces should be approached with the goal of fairness and financial security for the family.  I’ve compiled...more

Weber Gallagher Simpson Stapleton Fires &...

Ten Quick Thoughts On Gray Divorce

I have been seeing more and more articles on the concept known as “gray divorce,” a situation where more mature individuals resolve to get divorced in their sixties, seventies and even older....more

Fox Rothschild LLP

America’s Retirement Anxiety

Fox Rothschild LLP on

There are times when even though you are in the middle of thorough research, you can miss the larger point. We have been writing a fair amount about retirement and it is relevant as we are seeing more and more “gray”...more

Fox Rothschild LLP

I’m 58 and I Have “This” Much. Can I Retire?

Fox Rothschild LLP on

We have lamented these articles in a prior blog where we advised readers to “Know Thy Expenses” before stepping into any kind of retirement. People read these articles looking for solace in their own plans. Yet, until you...more

Freeman Law

Qualified Domestic Relations Orders Demystified | What divorcing spouses should know.

Freeman Law on

Divorce and retirement plans - Many domestic proceedings involve the division of retirement assets. With more than 80 million workers in the U.S. being covered by an employer-provided retirement plan, retirement savings...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] My Will and My Divorce: Protecting Your Assets From Your Ex - September 26th, 12:00 pm - 1:00 pm ET

During the divorce process, one often overlooked area is updating your estate plan. Divorce can impact beneficiary designations on life insurance policies, retirement accounts, and other assets and can also have tax...more

Kohrman Jackson & Krantz LLP

Special Considerations For Divorces Involving Middle-Aged And Older Americans: Part 2

PART 2: DIVISION OF ASSETS AND DEBTS, RETIREMENT BENEFITS, AND ESTATE PLANNING MATTERS - As discussed in Part One of our two-part series detailing the social phenomenon know as “grey” divorce, a number of recent studies,...more

Fox Rothschild LLP

Make Sure To Enter QDROs At The Time Of Divorce

Fox Rothschild LLP on

We recently received a favorable appellate decision on behalf of our client whose ex-husband tried to manipulate their divorce agreement regarding distribution of his New Jersey PERS pension (“pension”) nearly three decades...more

Fox Rothschild LLP

Pension Justice Done; But Along A Rocky Road

Fox Rothschild LLP on

On April 30, 2019, the Superior Court published a panel decision related to a retirement benefit divided in divorce. This wasn’t just any pension, but one established for a Pennsylvania municipality. As this author learned...more

Dickinson Wright

Surprise! A QDRO Can Apply to a Welfare Benefit Plan

Dickinson Wright on

Most plan administrators are familiar with a qualified domestic relations order or “QDRO,” which is used to split retirement plan benefits between a plan participant and an alternate payee, such as an ex-spouse or minor...more

Fox Rothschild LLP

Equitable Remedies For Ex-Spouses Who Lost Their Share Of A Military Pension Due To The Military Spouse’s Receipt Of Disability...

Fox Rothschild LLP on

Divorces involving a spouse in the military generally involve unique issues. In the recently published decision of Fattore v. Fattore, the Appellate Division held that the trial court cannot replace, “dollar for dollar”, an...more

Stinson - Benefits Notes Blog

Beware the Retroactive QDRO

Employers know that they must honor qualified domestic relations orders (QDROs) that assign a portion of a retirement benefit to a participant’s former spouse, known as an alternate payee, when the participant and alternate...more

Lowndes

When The Wealthy Divorce, They Regularly Engage Forensic Accountants

Lowndes on

Forbes Magazine published an article on “When The Wealthy Divorce, They Regularly Engage Forensic Accountants” this week. Couples with a large amount wealth and substantial assets to be divided do often require the services...more

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