QDRO Attorney Resources
These resources are provided to help divorce attorneys with understanding the QDRO issues in their clients’ divorce cases before they engage the services of a QDRO attorney.
Information the Divorce Attorney needs to have
- Complete the Personal Information Form
- Gather these documents on the Essential Documents List
What retirement benefits need to be divided by a QDRO Attorney?
- Any ERISA Qualified Plan – these include pensions, 401(k) plans, 403(b) plans, 457 plans
- Federal Government Retirement Systems – United States Military retirements, Federal Employees Retirement System (FERS), Civil Service Retirement System (CSRS), Thrift Savings Plan (TSP)
- State and Local Government Retirement Systems – Oklahoma Public Employees Retirement System (OPERS), Teachers Retirement System of Oklahoma (TRSO), TIAA-CREF, Oregon Public Employees Retirement System (PERS)
- Individual 401(k) Plans and Keogh Plans
- Railroad Retirement Board – Only Tier 2 benefits are assignable
What retirement benefits do not need a QDRO Attorney?
- Individual Retirement Accounts (IRA) and Roth IRA
- Simplified Employee Pensions (SEP) and SEP-IRA
These resources do not constitute legal advice and their use does not create an attorney-client relationship with any individual or institution. Always engage the services of a QDRO attorney before making decisions of consequence regarding the division or assignment of retirement benefits between parties to a divorce or legal separation.