Ask Experts Questions for FREE Help !
Ask
    leenee45's Avatar
    leenee45 Posts: 3, Reputation: 1
    New Member
     
    #1

    Jan 9, 2008, 07:21 AM
    Retirement & 401K
    Can someone tell me the steps I need to take to get my half of my ex-husbands retirement and 401K? I thought my lawyer would know how to get it but she says the company is supposed to send her the forms so she can word it right, but the company hasn't done so yet. What has to be done in step form so I can see to this? Thank you so much for any consideration on this question.
    George_1950's Avatar
    George_1950 Posts: 3,099, Reputation: 236
    Ultra Member
     
    #2

    Jan 9, 2008, 07:42 AM
    The starting point is the decree of divorce and whether the 401k was awarded to you by the court or by agreement with your husband. The 401k is administered by some entity; you will need to contact it and request a copy of the plan or rules setting forth how the plan is administered. It sounds as though the lawyer is on the right path, although you didn't say how long this has been going on.
    leenee45's Avatar
    leenee45 Posts: 3, Reputation: 1
    New Member
     
    #3

    Jan 9, 2008, 07:47 AM
    Well it seems she is doing right then. That is what she has done and the company isn't sending the forms. They act nice about it but do not come forth. This has been going on for 4 months. Thank you for answering my question.
    George_1950's Avatar
    George_1950 Posts: 3,099, Reputation: 236
    Ultra Member
     
    #4

    Jan 9, 2008, 07:56 AM
    Do you have copies of your attorney's letters? And responses? Four months may be pussyfooting.
    leenee45's Avatar
    leenee45 Posts: 3, Reputation: 1
    New Member
     
    #5

    Jan 9, 2008, 08:00 AM
    No I don't but I know that they have gotten it at the company. I know the lady in charge of it there and she keeps saying she will do it but hasn't. This has gone on for about a week. In the meantime I have looked on the internet and found this company who deals in nothing but Quadro's and I may get them to get it. It seems they specialize in writing the forms to get it. Anyway, I am just questioning the whole thing right now. I know lawyers have to eat but I have to eat also. Thanks for responding to my questions.

Not your question? Ask your question View similar questions

 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

Any way to get out of a 401K before retirement? [ 3 Answers ]

I'm a 55 year old married woman with a substantial investment in my 401K. I haven't contributed to my account in years because the performance of the funds that are available to me has been pitiful compared to my outside investments. My employer does not contribute to the plan but I like my job...

Withdrawing my 401K & Retirement plan [ 1 Answers ]

I will be moving out of state and am looking into withdrawing my 401K to pay my debt and moving expenses since I will be unemployed for a short period. I have about $47K in my 401K Plan and $24K in my Retirement Plan. I know I will pay a 10% penalty. Are the tax consequences/penalties the same...

What to do with 401k at retirement [ 5 Answers ]

I will be retiring in 7 months and want to have part of my 401 sent to me monthly is it best to roll most of it into IRA accounts and put some into money market savings where I can access some monthly. Do not feel that I will have money to pay an investor. Thanks:)

401K and state retirement tax [ 6 Answers ]

What law dictates for a company to withhold or to not withhold State Tax upon liquidation of a 401k? I am 61 years old. I cashed out a 401k. I have been a resident of FL for over 2 years. There are no FL State taxes due. I am visiting my sister and had the check mailed to her address in MD. ...

Early retirement and 401k. [ 3 Answers ]

Hi there. This is a question regarding early 401k disbursements and retirement. Here's the scenario: I am 49 and fried. I have the option to retire, not formally but on my own. Barring any kind of part time work income after a period of rest, I would be looking at financing my retirement with a...


View more questions Search