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What happens to retirement benefits if there is no QDRO?
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what is a qdro form
- What are the key features of a cash balance plan that need to be addressed in a QDRO?
- Why is a QDRO form required?
- Does amending a QDRO require court approval?
- How is a fixed dollar amount QDRO implemented, particularly in a defined contribution plan?
- What tax forms will the alternate payee receive after receiving funds through a QDRO?
- What are the tax implications of transferring or exercising stock options pursuant to a QDRO?
- What are the key legal principles that govern the interpretation of QDROs?
- Are the QDRO rules the same for governmental and private retirement plans?
- What are the potential tax implications for a non-resident alternate payee receiving benefits under a QDRO?
- What resources are available to help the alternate payee understand their distribution options and tax obligations?
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