Pension Planning

Articles in Pension Planning cover the legal rules and strategies for setting up, managing, and protecting pension and retirement plans, including plan design and administration, funding and fiduciary duties, ERISA and tax compliance, and participant rights. This category also addresses common disputes such as benefit denials, vesting and eligibility issues, and how pensions are handled in employment changes and divorce.

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Divorce and Your Frozen Pension – A Step-by-Step Guide

Divorce and Your Frozen Pension – A Step-by-Step Guide

A frozen pension earned during marriage is typically a marital asset and may be split in divorce, often 50/50 in community-property states. Division is usually done with a QDRO or similar court order that sets each spouse’s share without triggering immediate taxes. This article explains valuation methods, step-by-step division, and how to protect your retirement […]
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