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Breaking Up is Hard to Do: QDRO Administration and Carving-Up a Participant’s Plan Benefit

October 18, 2022 (3 min read)

Recordkeepers and sponsors must know how to divide a participant’s plan benefit in the context of a divorce or legal separation and issuance of a domestic relations order that seeks to assign part of a participant’s benefit to a spouse or former spouse. Follow this process map and the related content to learn more about approving and administering qualified domestic relations orders (QDROs).

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Related Content

  • QDRO Rules and Review Procedures
    Learn more about how the QDRO rules establish an exception to ERISA's anti-alienation and preemption provisions by permitting a qualified ERISA retirement plan to accept and implement a nonparticipant's claim, awarded in a state domestic relations matter, to a share of a plan participant's account or accrued benefit in a qualified plan.
  • QDRO Resource Kit
    Reference this resource kit setting forth Practical Guidance materials in the form of practice notes, templates, and checklists designed to help ensure compliance with the QDRO rules.

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