We hope you’ve found our series of blog entries on divorce and retirement assets to be informative. In today’s final blog entry we have listed several additional resources that provide additional information on divorce and retirement assets. (more…)
Often divorcing couples will opt to divide their marital property by giving one spouse the home and the other spouse the pension. This easy way of dividing marital property may leave one spouse at a disadvantage that isn’t recognized until retirement. (more…)
In order to receive retirement benefits that have been awarded in a divorce, it is important to obtain a court order, which tells retirement plans how to divide and pay benefits to the divorced couple. For private retirement plans, these court orders are called Qualified Domestic Relations Orders or QDROs. Other retirement systems call them Domestic Relations Orders or DROs. (more…)
Did you know that, in general, retirement assets earned during a marriage are marital property in the same way that a house and a savings account are? (more…)
What better time than the week after Valentine’s Day to devote a week’s worth of blog entries to divorce? This is the first in a series of blog entries focusing on issues involving divorce and retirement. Enjoy! (more…)
As I was reading the most recent edition of the Private Pension Plan Bulletin Abstract of 2007 Form 5500 Annual Reports [PDF], published by the Labor Department’s Employee Benefits Security Administration, I noticed something rather odd in one of the footnotes. (more…)
On this day in 1981, the final regulations for 401(k) plans were issued. What better day than today to look back at what we’ve written on 401(k) plans? Here’s our top 10 list: (more…)
When you’re looking for information about retirement plans, the Internal Revenue Service probably isn’t the first place that comes to mind. However, the IRS has a helpful guide for participants in retirement savings plans. A resource called Life Events That Can Affect Retirement Savings is designed to walk employees through decisions that they might need to make about their retirement savings and pension plans. (more…)
With the provocative title, “Time to Retire the 401(k),” the cover story of today’s issue of TIME is a must-read. The article provides a stinging indictment of the do-it-yourself savings plan that has come to dominate our patchwork retirement system. (more…)
Does successful investing guarantee a successful retirement?Â
Not really. At least that’s the answer according to Evan Cooper, an editor for Investment News. Cooper is pondering retirement and has come to a surprising conclusion - at least we think it’s surprising, considering the source. (more…)
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