Articles | Moon, Schwartz & Madden

It’s a simple 401(k) QDRO, what could go wrong?
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It’s a simple 401(k) QDRO, what could go wrong?

It’s a simple 401(k) QDRO, what could go wrong?

mojo45892020-05-17T14:43:28+00:00

It's a simple 401(k) QDRO, what could go wrong? Although a qualified defined contribution plan QDRO is generally less complicated than a defined benefit plan QDRO, there are still areas which should not be overlooked if you are preparing your own QDRO or outsourcing to your preferred QDRO provider. The [...]

It’s a simple 401(k) QDRO, what could go wrong?mojo45892020-05-17T14:43:28+00:00

How to Correctly Value the Community Property Interest In a Public Retirement Plan
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How to Correctly Value the Community Property Interest In a Public Retirement Plan

How to Correctly Value the Community Property Interest In a Public Retirement Plan

mojo45892020-04-21T19:18:29+00:00

How to Correctly Value the Community Property Interest In a Public Retirement Plan Often clients wish to consider offsetting the community property interest in a Santa Barbara County Employees Retirement System (“SBCERS”), CalPERS or CalSTRS pension against another marital asset such as the equity in a home or former spouse’s 401(k) [...]

How to Correctly Value the Community Property Interest In a Public Retirement Planmojo45892020-04-21T19:18:29+00:00

Common mistakes in understanding monthly benefit calculated under a defined benefit plan QDRO.
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Common mistakes in understanding monthly benefit calculated under a defined benefit plan QDRO.

Common mistakes in understanding monthly benefit calculated under a defined benefit plan QDRO.

mojo45892020-04-21T19:00:48+00:00

Common mistakes in understanding monthly benefit calculated under a defined benefit plan QDRO. A defined benefit plan QDRO can be extremely confusing when it comes to estimating how much the participant and alternate payee can expect to receive upon retirement. This article is intended to help clarify how this calculation is done [...]

Common mistakes in understanding monthly benefit calculated under a defined benefit plan QDRO.mojo45892020-04-21T19:00:48+00:00