Frequently Asked Question

March 11 2009 | Filed Under ยป ,

Am I entitled to any of my ex-spouse's retirement plan benefits?

Generally, former spouses are not entitled to benefits under a qualified plan, unless provisions were made for them to receive benefits under a qualified domestic relations order. To be sure, you'll want to check with the plan administrator to determine whether you are entitled to receive benefits under the plan. If you used an attorney for your divorce, he or she may also be able to let you know whether you are entitled to any benefits.

For more insight, see Getting A Divorce? Understand The Rules Of Dividing Plan Assets.

This question was answered by Denise Appleby.
by

Denise Appleby

Denise Appleby
Denise Appleby is founder and owner of Appleby Retirement Consulting,which provides technical consultation, content, coaching, writing, editing and training services on related topics.


With more than 14 years of experience in the IRA and defined-contribution plans fields, Appleby has held several senior retirement-plan related positions with Pershing LLC, which included vice president of plans products and services, retirement plans manager, trainer, training manager, compliance consultant, technical help desk manager and writer.
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