Find a friend or relative who works at a place where he or she is covered by

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Find a friend or relative who works at a place where he or she is covered by a pension. Assume that you work at an office where your friend or relative is a client who is seeking a divorce in which one of the issues is the division of pension benefits. (If you are covered by an employee pension plan, use yourself as the client in this assignment.)

Your supervisor asks you to do two things. First, obtain as much information as you can about the client’s pension (e.g., the kind of plan it is, when benefits become available). Second, obtain an employer-approved copy of a sample QDRO. Ask the client to call the personnel office at work in order to speak to the

“plan administrator” (the person in charge of administering the pension plan)

and request the information and the sample.

Prepare a report that summarizes the plan’s features, pointing out whatever you think will be relevant to later negotiations on dividing the pension benefits.

(You can change the name of your friend or relative.) Attach the copy of the sample QDRO to your report.

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Related Book For  answer-question

Null Family Law Cases And Materials

ISBN: 9781599415741

5th Edition

Authors: Judith Areen , Milton C Regan

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