QDRO

QDRO INFORMATION FORM

At Troy Legal, P.A. we will prepare and review court documents that are needed to transfer pension plan benefits and retirement accounts from one spouse to the other because of a divorce. This specific type of court document is commonly referred to as a QDRO. “QDRO” is an abbreviation for “qualified domestic relations order.” For a flat fee in most cases, the Firm prepares the QDRO, receives approval from the plan administrator for your attorney to file the QDRO with the court and obtains acknowledgment from the pension plan administrator that the QDRO will be properly implemented.

 

We work with all types of pension plans and retirement accounts including but not limited to: 401(k) plans, profit sharing plans, Keogh plans, 403(b) plans, tax-deferred annuities, 457 plans, deferred compensation plans, non-qualified plans, ESOPs, traditional defined benefit pension plans, cash balance plans, military retirement, federal civil service pensions (including CSRS and FERS), federal thrift savings plan, state civil service pensions labor union worker pension plans, and all types of IRAs.

 

Mr. Troy’s knowledge base in the distribution and division of retirement plans stems from his 10 years of practice specializing in martial and family law. In order to enhance the firm’s presence in the QDRO industry, Troy Legal P.A., has formed a strategic partnership with QDRO expert, Janen Moyer-Pesso. Janen is an Accredited Wealth Management Advisor, Divorce Analyst, QDRO & Pension Consultant, and the former owner of QDRO Direct, one of South Florida’s leaders in the industry. In addition to her many qualifications, Janen is a financial planner, currently with Baron, Silver, Stevens Financial Advisors, LLC. Also assisting in the QDRO department is Christine Nencetty, the firm’s paralegal and a Certified Retirement Planning Specialist. Christine gained a wealth of experience drafting QDROs while working for Janen prior to joining Troy Legal, P.A.

 

 

PLAN INFORMATION: Plan 1

 

PLAN INFORMATION: Plan 2

 

INFORMATION ABOUT THE ALTERNATE PAYEE (party receiving proceeds)

 

ITEMS TO BE PROVIDED

  • -Final Judgment for Dissolution of Marriage or other

    -Order entitling you to a QDRO

    -Settlement Agreement

    -Summary Plan Description

    -Statement(s) for the account(s) to be divided

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REFERRAL Information

 

Verification