Pensions and retirement accounts are often among the largest assets to be divided in a divorce or legal separation. Splitting or changing ownership of these assets requires additional paperwork separate from the divorce proceedings.
In California, dividing pension funds during a divorce requires a Qualified Domestic Relations Order (QDRO). This process involves several steps to comply with legal requirements, pension plan rules, and to ensure equitable distribution. Additionally, California law requires some plans to have a Joinder, ensuring the pension plan is made a party to the divorce proceedings.
Our QDRO package rate includes drafting the QDRO, seeking preapproval from the plan, a joinder if needed, and providing the plan a filed copy once executed. Parties are responsible for filing fees, notary fees , certified copy fees if needed and appointment fees if needed.
Divorce Help attorney Allison Hardin specializes in pension distributions and drafting QDROs. With experience ranging from simple to high-conflict and high-net-worth divorces, she adeptly navigates complex retirement systems and prepares the intricate paperwork associated with pension distributions and QDROs.
Depending on the type of plan involved, the Divorce Help team offers a comprehensive range of services, including:
- Joinder of the plan
- Drafting all necessary documents
- Obtaining pre-approval of all documents from the pension plan
- Filing all documents with the court
These services are applicable to a variety of pension plans, including:
- 401(k), 403(b), ESOP Annuity, TIAA-CREF, SEP IRA, Keogh
- Government Plans: PERS, STRS, UCRS, Military
- Federal Plans: FERS, CSRS (including FEHB Stipulation & Notice)
- Private Corporation and Company Plans
- Union Plans, City Charter, and County Charter Plans
Divorce Help can also assist in redrafting QDROs before they are filed with the court or amending QDROs once they have been filed.
Allison also reviews QDRO’s prepared by self-represented parties if you need feedback on your own prepared stipulation.
Additionally, she offers Joinder only services if you are not ready to proceed with a QDRO but need the plan joined to your dissolution action.