Modifying Model QDRO Language

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Should a model QDRO be modified? Most likely, the answer is yes. A model QDRO is nothing more than a form of guidance and all ERISA plans cannot require that model language be used. Any order that satisfies the requirements under ERISA, REA, and the IRC for a QDRO must be recognized as such, even if the order does not bear a resemblance to the plan’s model QDRO.

Garrick, Grant, and Gerard Zielinski

CDFA®

Garrick, Grant, and Gerard Zielinski are the team behind Divorce Financial Solutions, LLC, based in Milwaukee, WI. They assist clients in making well-informed decisions regarding their financial futures on all financial matters related to divorce.

For more information and to contact them, visit www.divfinsolutions.com.