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Category Archives: Domestic Relations Order
Supreme Court to Divorced Participants – Check Beneficiary Designations if No Valid QDRO
“ERISA provides no exception to the plan administrator’s duty to act in accordance with plan documents.” – Headnote 2, Kennedy v. Plan Administrators for Dupont Savings. In the game of QDRO beneficiary tug-of-war between an ex-wife and daughter over a … Continue reading
Posted in Domestic Relations Order, Litigation
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9th Circuit Decides QJSA Tug of War in Favor of Spouse at Time of Retirement
“This case requires us to once again navigate the complex statutory scheme set out in the Employee Retirement Income Security Act of 1974….” – Judge Clifton, 9th Circuit Court of Appeals Yesterday, the 9th Circuit Court of Appeals decided whether … Continue reading
Posted in Distributions, Domestic Relations Order, ERISA, Litigation
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California Supreme Court’s Decision on Domestic Partnerships May Raise Some Plan Document Issues
Yesterday, in In re Marriage Cases, No. S147999 (May 15, 2008), the California Supreme Court addressed the issue of whether domestic partnership is the same as marriage. As framed by the Court, the issue they addressed in this decision is: … Continue reading
Railroad Retirement and the Pension Protection Act
Tucked away toward the end of the Pension Protection Act are two sections which made changes to Railroad Retirement. Section 1002 and Section 1003 both became effective on August 17, 2007, one year after the date PPA was enacted. Section … Continue reading
Posted in Domestic Relations Order, Litigation
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Supreme Court May Address QDROs: Petitioner’s Merit Brief Due in Kennedy v. DuPont Savings
Fast on the heels of LaRue and MetLife, the U.S. Supreme Court is taking a look at another ERISA case – Kennedy v. Plan Administrators for DuPont Savings and Investment Plan, No. 07-636. The Petitioner, the estate of the participant, … Continue reading
Posted in Domestic Relations Order, Litigation
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EBSA Issues Rules on Domestic Relations Orders
EBSA issued an interim final rule with a request for comments as required by Section 1001 of PPA. The final rule takes effect April 6, 2007. It adds Labor Reg. 2530.206, which includes examples addressing that a domestic relations order … Continue reading
Posted in Domestic Relations Order
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